|
76
|
Sittner & Nelson
Eugene,
Oregon
|
$756K
|
–
|
–
|
–
|
|
|
77
|
First National Bank of Omaha
Omaha,
Nebraska
|
$748K
|
–
|
–
|
–
|
|
|
78
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$713K
|
–
|
–
|
–
|
|
|
79
|
American Portfolios Advisors
Holbrook,
New York
|
$710K
|
+$14.2K
|
+170
|
+2%
|
|
|
80
|
Summit Financial Strategies
Columbus,
Ohio
|
$707K
|
-$457K
|
-5,470
|
-37%
|
|
|
81
|
Truepoint Inc
Cincinnati,
Ohio
|
$697K
|
–
|
–
|
–
|
|
|
82
|
F3Logic
Burnsville,
Minnesota
|
$635K
|
+$350K
|
+4,190
|
+102%
|
|
|
83
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$624K
|
-$86.1K
|
-1,030
|
-11%
|
|
|
84
|
O'Rourke & Company
Boston,
Massachusetts
|
$603K
|
+$502
|
+6
|
+0.1%
|
|
|
85
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$600K
|
–
|
–
|
–
|
|
|
86
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$593K
|
-$145K
|
-1,740
|
-18%
|
|
|
87
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$570K
|
–
|
–
|
–
|
|
|
88
|
PACK Private Wealth
Wayzata,
Minnesota
|
$525K
|
–
|
–
|
–
|
|
|
89
|
Atria Wealth Solutions
New York
|
$510K
|
-$481K
|
-5,750
|
-46%
|
|
|
90
|
Affiance Financial
St. Louis Park,
Minnesota
|
$493K
|
+$19.2K
|
+230
|
+4%
|
|
|
91
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$485K
|
+$529K
|
+6,328
|
New
|
|
|
92
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$478K
|
+$5.35K
|
+64
|
+1%
|
|
|
93
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$474K
|
+$69.4K
|
+830
|
+15%
|
|
|
94
|
Castle Wealth Management
West Palm Beach,
Florida
|
$473K
|
+$517K
|
+6,184
|
New
|
|
|
95
|
Level Four Advisory Services
Dallas,
Texas
|
$439K
|
-$1.5K
|
-18
|
-0.3%
|
|
|
96
|
McDonald Partners
Cleveland,
Ohio
|
$422K
|
-$2.67K
|
-32
|
-0.6%
|
|
|
97
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$413K
|
+$669
|
+8
|
+0.1%
|
|
|
98
|
IRON Financial
Northbrook,
Illinois
|
$405K
|
+$1.5K
|
+18
|
+0.3%
|
|
|
99
|
Fidelity Investments
Boston,
Massachusetts
|
$389K
|
+$171K
|
+2,040
|
+67%
|
|
|
100
|
R.W. Roge & Company
Bohemia,
New York
|
$386K
|
–
|
–
|
–
|
|
