|
201
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$4.39K
|
–
|
–
|
–
|
|
|
202
|
Glassman Wealth Services
Vienna,
Virginia
|
$3.79K
|
-$29
|
-1
|
-0.8%
|
|
|
203
|
BOK Financial
Tulsa,
Oklahoma
|
$3.73K
|
+$3.35K
|
+117
|
New
|
|
|
204
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$2.71K
|
–
|
–
|
–
|
|
|
205
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.58K
|
+$1.63K
|
+57
|
+238%
|
|
|
206
|
Values First Advisors
Gray,
Tennessee
|
$2.14K
|
+$1.92K
|
+67
|
New
|
|
|
207
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1.78K
|
–
|
–
|
–
|
|
|
208
|
Bell Investment Advisors
Oakland,
California
|
$1.72K
|
–
|
–
|
–
|
|
|
209
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.47K
|
+$1.32K
|
+46
|
New
|
|
|
210
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.4K
|
+$516
|
+18
|
+69%
|
|
|
211
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1.27K
|
+$1.15K
|
+40
|
New
|
|
|
212
|
RFP Financial Group
Atlanta,
Georgia
|
$1.21K
|
–
|
–
|
–
|
|
|
213
|
Manchester Capital Management
Manchester,
Vermont
|
$1.18K
|
+$57
|
+2
|
+6%
|
|
|
214
|
Washington Trust
Westerly,
Rhode Island
|
$1.18K
|
+$1.06K
|
+37
|
New
|
|
|
215
|
Accel Wealth Management
Waverly,
Iowa
|
$892
|
–
|
–
|
–
|
|
|
216
|
Schubert & Co
Mckinney,
Texas
|
$892
|
+$430
|
+15
|
+115%
|
|
|
217
|
Global Retirement Partners
San Rafael,
California
|
$795
|
+$831
|
+29
|
New
|
|
|
218
|
Creative Planning
Overland Park,
Kansas
|
$542
|
+$487
|
+17
|
New
|
|
|
219
|
Parallel Advisors
San Francisco,
California
|
$541
|
–
|
–
|
–
|
|
|
220
|
Advisornet Financial
Minnetonka,
Minnesota
|
$478
|
+$86
|
+3
|
+25%
|
|
|
221
|
SJS Investment Consulting
Sylvania,
Ohio
|
$446
|
+$115
|
+4
|
+40%
|
|
|
222
|
Disciplined Investments
Tulsa,
Oklahoma
|
$382
|
+$143
|
+5
|
+71%
|
|
|
223
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$159
|
+$143
|
+5
|
New
|
|
|
224
|
Pacer Advisors
Malvern,
Pennsylvania
|
–
|
-$6.9M
|
-310,342
|
Closed
|
|
|
225
|
Peregrine Capital Management
Minneapolis,
Minnesota
|
–
|
-$4.36M
|
-196,037
|
Closed
|
|
