|
601
|
Howe & Rusling
Rochester,
New York
|
$37K
|
-$18.2K
|
-115
|
-33%
|
|
|
602
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36K
|
+$4.28K
|
+27
|
+14%
|
|
|
603
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$36K
|
+$36K
|
+227
|
New
|
|
|
604
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$34K
|
+$12K
|
+76
|
+56%
|
|
|
605
|
Shamrock Asset Management
Dallas,
Texas
|
$33K
|
–
|
–
|
–
|
|
|
606
|
Perigon Wealth Management
San Francisco,
California
|
$31K
|
–
|
–
|
–
|
|
|
607
|
Versant Capital Management
Phoenix,
Arizona
|
$31K
|
–
|
–
|
–
|
|
|
608
|
AllSquare Wealth Management
Albany,
New York
|
$30K
|
+$30.1K
|
+190
|
New
|
|
|
609
|
Oakworth Capital
Birmingham,
Alabama
|
$28K
|
–
|
–
|
–
|
|
|
610
|
Zions Bancorporation
Salt Lake City,
Utah
|
$27K
|
-$2.54K
|
-16
|
-9%
|
|
|
611
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$27K
|
+$26.6K
|
+168
|
New
|
|
|
612
|
Central Bank & Trust
Lexington,
Kentucky
|
$26K
|
–
|
–
|
–
|
|
|
613
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$25K
|
+$158
|
+1
|
+0.6%
|
|
|
614
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$24K
|
-$5.71K
|
-36
|
-20%
|
|
|
615
|
WhitTier Trust Company
Reno,
Nevada
|
$22K
|
–
|
–
|
–
|
|
|
616
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$18K
|
–
|
–
|
–
|
|
|
617
|
Barrett Asset Management
New York
|
$18K
|
–
|
–
|
–
|
|
|
618
|
|
$18K
|
–
|
–
|
–
|
|
|
619
|
Clear Perspective Advisors
Aurora,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
620
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$16K
|
+$15.8K
|
+100
|
New
|
|
|
621
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$15K
|
-$23.8K
|
-150
|
-61%
|
|
|
622
|
Central Trust Company
Jefferson City,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
623
|
West Paces Advisors
Atlanta,
Georgia
|
$14.9K
|
–
|
–
|
–
|
|
|
624
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
625
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
