|
76
|
Parametric Portfolio Associates
Seattle,
Washington
|
$853K
|
+$529K
|
+5,876
|
+168%
|
|
|
77
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$847K
|
–
|
–
|
–
|
|
|
78
|
American Portfolios Advisors
Holbrook,
New York
|
$827K
|
+$111K
|
+1,234
|
+16%
|
|
|
79
|
Truepoint Inc
Cincinnati,
Ohio
|
$827K
|
-$160K
|
-1,780
|
-16%
|
|
|
80
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$826K
|
-$219K
|
-2,436
|
-21%
|
|
|
81
|
O'Rourke & Company
Boston,
Massachusetts
|
$716K
|
+$52.6K
|
+584
|
+8%
|
|
|
82
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$712K
|
–
|
–
|
–
|
|
|
83
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$701K
|
+$330K
|
+3,662
|
+90%
|
|
|
84
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$676K
|
-$13.1K
|
-146
|
-2%
|
|
|
85
|
US Bancorp
Minneapolis,
Minnesota
|
$637K
|
+$457K
|
+5,076
|
+262%
|
|
|
86
|
PACK Private Wealth
Wayzata,
Minnesota
|
$623K
|
–
|
–
|
–
|
|
|
87
|
Avidian Wealth Enterprises
Houston,
Texas
|
$582K
|
+$378K
|
+4,202
|
+191%
|
|
|
88
|
Affiance Financial
St. Louis Park,
Minnesota
|
$564K
|
-$7.92K
|
-88
|
-1%
|
|
|
89
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$562K
|
-$84.7K
|
-940
|
-13%
|
|
|
90
|
Level Four Advisory Services
Dallas,
Texas
|
$523K
|
+$15.3K
|
+170
|
+3%
|
|
|
91
|
McDonald Partners
Cleveland,
Ohio
|
$504K
|
+$500K
|
+5,548
|
New
|
|
|
92
|
Private Capital Group
West Hartford,
Connecticut
|
$492K
|
–
|
–
|
–
|
|
|
93
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$490K
|
+$9.91K
|
+110
|
+2%
|
|
|
94
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$488K
|
-$276K
|
-3,068
|
-36%
|
|
|
95
|
IRON Financial
Northbrook,
Illinois
|
$480K
|
+$901
|
+10
|
+0.2%
|
|
|
96
|
R.W. Roge & Company
Bohemia,
New York
|
$459K
|
–
|
–
|
–
|
|
|
97
|
Manchester Capital Management
Manchester,
Vermont
|
$438K
|
–
|
–
|
–
|
|
|
98
|
Latitude Advisors
Vero Beach,
Florida
|
$423K
|
+$140K
|
+1,550
|
+50%
|
|
|
99
|
Collective Family Office
York,
Pennsylvania
|
$418K
|
–
|
–
|
–
|
|
|
100
|
Evermay Wealth Management
Arlington,
Virginia
|
$412K
|
+$21.8K
|
+242
|
+6%
|
|
