|
101
|
Willow Creek Wealth Management
Sebastopol,
California
|
$217K
|
–
|
–
|
–
|
|
|
102
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$216K
|
–
|
–
|
–
|
|
|
103
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$216K
|
–
|
–
|
–
|
|
|
104
|
Gofen & Glossberg
Chicago,
Illinois
|
$215K
|
-$13K
|
-500
|
-6%
|
|
|
105
|
Wealthstar Advisors
Plano,
Texas
|
$213K
|
+$213K
|
+8,180
|
New
|
|
|
106
|
Klingman & Associates
New York
|
$212K
|
–
|
–
|
–
|
|
|
107
|
Capital One Financial
Mclean,
Virginia
|
$209K
|
–
|
–
|
–
|
|
|
108
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$207K
|
–
|
–
|
–
|
|
|
109
|
Homrich & Berg
Atlanta,
Georgia
|
$207K
|
–
|
–
|
–
|
|
|
110
|
Tradition Wealth Management
Edina,
Minnesota
|
$140K
|
+$104
|
+4
|
+0.1%
|
|
|
111
|
Vigilant Capital Management
Portland,
Maine
|
$132K
|
+$75.6K
|
+2,900
|
+133%
|
|
|
112
|
Bessemer Group
Woodbridge,
New Jersey
|
$129K
|
-$522
|
-20
|
-0.4%
|
|
|
113
|
Geneos Wealth Management
Englewood,
Colorado
|
$114K
|
-$5.58K
|
-214
|
-5%
|
|
|
114
|
MCF Advisors
Covington,
Kentucky
|
$113K
|
+$313
|
+12
|
+0.3%
|
|
|
115
|
Harbour Investments
Madison,
Wisconsin
|
$91K
|
-$2.45K
|
-94
|
-3%
|
|
|
116
|
Front Row Advisors
Tiburon,
California
|
$91K
|
–
|
–
|
–
|
|
|
117
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$60K
|
–
|
–
|
–
|
|
|
118
|
First National Bank of South Miami
South Miami,
Florida
|
$58K
|
–
|
–
|
–
|
|
|
119
|
Steward Partners Investment Advisory
New York
|
$52K
|
-$17.1K
|
-655
|
-25%
|
|
|
120
|
Bogart Wealth LLC
Mclean,
Virginia
|
$40K
|
–
|
–
|
–
|
|
|
121
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$31K
|
–
|
–
|
–
|
|
|
122
|
Parallel Advisors
San Francisco,
California
|
$26K
|
+$26.1K
|
+1,000
|
New
|
|
|
123
|
Rockbridge Investment Management
Syracuse,
New York
|
$25K
|
–
|
–
|
–
|
|
|
124
|
Allworth Financial
Folsom,
California
|
$17K
|
–
|
–
|
–
|
|
|
125
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$15K
|
–
|
–
|
–
|
|
