|
101
|
AJ Wealth Strategies
New York
|
$316K
|
–
|
–
|
–
|
|
|
102
|
Solitude Financial Services
Charlottesville,
Virginia
|
$313K
|
-$5.29K
|
-118
|
-2%
|
|
|
103
|
Klingman & Associates
New York
|
$308K
|
+$50.2K
|
+1,120
|
+20%
|
|
|
104
|
Wealthfront Advisers
Palo Alto,
California
|
$303K
|
+$302K
|
+6,737
|
New
|
|
|
105
|
Cambria Investment Management
Manhattan Beach,
California
|
$300K
|
+$58.6K
|
+1,307
|
+24%
|
|
|
106
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$289K
|
+$124K
|
+2,764
|
+76%
|
|
|
107
|
Essex Financial Services
Essex,
Connecticut
|
$283K
|
–
|
–
|
–
|
|
|
108
|
Kestra Advisory Services
Austin,
Texas
|
$282K
|
–
|
–
|
–
|
|
|
109
|
Raymond James & Associates
St Petersburg,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
110
|
Parallel Advisors
San Francisco,
California
|
$256K
|
–
|
–
|
–
|
|
|
111
|
CIBC World Market
Toronto,
Ontario, Canada
|
$249K
|
-$37.5K
|
-837
|
-13%
|
|
|
112
|
Cresset Asset Management
Chicago,
Illinois
|
$247K
|
+$246K
|
+5,498
|
New
|
|
|
113
|
Tiedemann Advisors
New York
|
$246K
|
–
|
–
|
–
|
|
|
114
|
Empirical Wealth Management
Seattle,
Washington
|
$244K
|
-$4.48K
|
-100
|
-2%
|
|
|
115
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$239K
|
+$3.23K
|
+72
|
+1%
|
|
|
116
|
Perigon Wealth Management
San Francisco,
California
|
$226K
|
–
|
–
|
–
|
|
|
117
|
Fidelity Investments
Boston,
Massachusetts
|
$218K
|
+$54.3K
|
+1,211
|
+33%
|
|
|
118
|
Castle Wealth Management
West Palm Beach,
Florida
|
$217K
|
–
|
–
|
–
|
|
|
119
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$208K
|
–
|
–
|
–
|
|
|
120
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$207K
|
–
|
–
|
–
|
|
|
121
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$202K
|
+$202K
|
+4,514
|
New
|
|
|
122
|
Private Portfolio Partners
Paramus,
New Jersey
|
$202K
|
+$201K
|
+4,492
|
New
|
|
|
123
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$198K
|
-$1.97K
|
-44
|
-1%
|
|
|
124
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$188K
|
-$24.6K
|
-548
|
-12%
|
|
|
125
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106K
|
+$101K
|
+2,265
|
+2,410%
|
|
