|
201
|
Bailard
Foster City,
California
|
$172K
|
–
|
–
|
–
|
|
|
202
|
First Business Financial Services
Madison,
Wisconsin
|
$170K
|
-$6.39K
|
-451
|
-4%
|
|
|
203
|
UMB Bank
Kansas City,
Missouri
|
$164K
|
–
|
–
|
–
|
|
|
204
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$164K
|
+$150K
|
+10,609
|
New
|
|
|
205
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$164K
|
–
|
–
|
–
|
|
|
206
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$163K
|
–
|
–
|
–
|
|
|
207
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
|
208
|
Aufman Associates
Sewickley,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
|
209
|
HeadInvest LLC
Portland,
Maine
|
$158K
|
–
|
–
|
–
|
|
|
210
|
Sequoia Financial Advisors
Akron,
Ohio
|
$158K
|
+$145K
|
+10,207
|
New
|
|
|
211
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$158K
|
-$2.19K
|
-155
|
-1%
|
|
|
212
|
WealthCollab
Bellevue,
Washington
|
$157K
|
–
|
–
|
–
|
|
|
213
|
Commerce Bank
Kansas City,
Missouri
|
$155K
|
–
|
–
|
–
|
|
|
214
|
Howard Capital Management Group
Los Angeles,
California
|
$155K
|
–
|
–
|
–
|
|
|
215
|
Lewis Asset Management
Lafayette,
California
|
$155K
|
–
|
–
|
–
|
|
|
216
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$147K
|
–
|
–
|
–
|
|
|
217
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$147K
|
-$13.3K
|
-942
|
-9%
|
|
|
218
|
Colony Family Offices
Charlotte,
North Carolina
|
$145K
|
+$132K
|
+9,347
|
New
|
|
|
219
|
Fidelity Investments
Boston,
Massachusetts
|
$133K
|
+$63K
|
+4,446
|
+107%
|
|
|
220
|
Cheviot Value Management
Beverly Hills,
California
|
$133K
|
+$12.7K
|
+899
|
+13%
|
|
|
221
|
Gould Capital
Tacoma,
Washington
|
$129K
|
–
|
–
|
–
|
|
|
222
|
Tidemark
San Diego,
California
|
$124K
|
–
|
–
|
–
|
|
|
223
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$120K
|
–
|
–
|
–
|
|
|
224
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$116K
|
–
|
–
|
–
|
|
|
225
|
Huntington National Bank
Columbus,
Ohio
|
$113K
|
–
|
–
|
–
|
|
