|
101
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$401K
|
–
|
–
|
–
|
|
|
102
|
IRON Financial
Northbrook,
Illinois
|
$393K
|
–
|
–
|
–
|
|
|
103
|
R.W. Roge & Company
Bohemia,
New York
|
$383K
|
–
|
–
|
–
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$382K
|
+$4.91K
|
+60
|
+1%
|
|
|
105
|
Round Table Services
Westfield,
New Jersey
|
$360K
|
–
|
–
|
–
|
|
|
106
|
Manchester Capital Management
Manchester,
Vermont
|
$358K
|
–
|
–
|
–
|
|
|
107
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$358K
|
+$358K
|
+4,370
|
New
|
|
|
108
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$355K
|
-$242K
|
-2,960
|
-38%
|
|
|
109
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$355K
|
+$48.8K
|
+596
|
+14%
|
|
|
110
|
Evermay Wealth Management
Arlington,
Virginia
|
$347K
|
+$11.1K
|
+136
|
+3%
|
|
|
111
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$325K
|
+$358K
|
+4,380
|
New
|
|
|
112
|
CRA Financial Services
Northfield,
New Jersey
|
$314K
|
+$19.6K
|
+240
|
+6%
|
|
|
113
|
Northern Trust
Chicago,
Illinois
|
$303K
|
-$48.9K
|
-598
|
-13%
|
|
|
114
|
TIAA FSB
Jacksonville,
Florida
|
$302K
|
–
|
–
|
–
|
|
|
115
|
Equitable Holdings
New York
|
$287K
|
-$796K
|
-9,722
|
-72%
|
|
|
116
|
Cambridge Trust
Cambridge,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
117
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$267K
|
-$30.8K
|
-376
|
-9%
|
|
|
118
|
R.M. Davis Inc
Portland,
Maine
|
$258K
|
–
|
–
|
–
|
|
|
119
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$257K
|
+$818
|
+10
|
+0.3%
|
|
|
120
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$242K
|
-$1.8K
|
-22
|
-0.7%
|
|
|
121
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$240K
|
-$254K
|
-3,102
|
-49%
|
|
|
122
|
IHT Wealth Management
Chicago,
Illinois
|
$236K
|
–
|
–
|
–
|
|
|
123
|
Pinnacle Associates
New York
|
$228K
|
–
|
–
|
–
|
|
|
124
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$227K
|
-$327
|
-4
|
-0.1%
|
|
|
125
|
Tranquility Partners
Brentwood,
Tennessee
|
$225K
|
–
|
–
|
–
|
|
