|
101
|
Main Street Research
Lakeville,
Connecticut
|
$410K
|
+$403K
|
+17,758
|
New
|
|
|
102
|
FC Advisory
West Chester,
Pennsylvania
|
$405K
|
+$816
|
+36
|
+0.2%
|
|
|
103
|
Fidelity Investments
Boston,
Massachusetts
|
$400K
|
+$137K
|
+6,064
|
+54%
|
|
|
104
|
Creative Financial Designs
Kokomo,
Indiana
|
$396K
|
-$290K
|
-12,796
|
-43%
|
|
|
105
|
Perigon Wealth Management
San Francisco,
California
|
$377K
|
+$6.21K
|
+274
|
+2%
|
|
|
106
|
Blue Trust Inc
Alpharetta,
Georgia
|
$371K
|
+$371K
|
+16,372
|
+3,439%
|
|
|
107
|
Selective Wealth Management
Forest,
Virginia
|
$354K
|
+$353K
|
+15,558
|
New
|
|
|
108
|
Tradition Wealth Management
Edina,
Minnesota
|
$350K
|
–
|
–
|
–
|
|
|
109
|
Security Financial Services
Fort Wayne,
Indiana
|
$347K
|
-$41K
|
-1,808
|
-11%
|
|
|
110
|
|
$343K
|
+$337K
|
+14,866
|
New
|
|
|
111
|
MONECO Advisors
Fairfield,
Connecticut
|
$305K
|
+$1.45K
|
+64
|
+0.5%
|
|
|
112
|
Bristlecone Advisors
Bellevue,
Washington
|
$294K
|
-$3.85K
|
-170
|
-1%
|
|
|
113
|
Asset Allocation Strategies
Farmington,
Michigan
|
$290K
|
+$285K
|
+12,556
|
New
|
|
|
114
|
Patten & Patten
Chattanooga,
Tennessee
|
$270K
|
-$1.68K
|
-74
|
-0.6%
|
|
|
115
|
Rockbridge Investment Management
Syracuse,
New York
|
$265K
|
–
|
–
|
–
|
|
|
116
|
Wealthspire Advisors (New York)
New York
|
$262K
|
+$257K
|
+11,340
|
New
|
|
|
117
|
Wells Fargo
San Francisco,
California
|
$259K
|
+$51.5K
|
+2,270
|
+25%
|
|
|
118
|
Corient Private Wealth
Miami,
Florida
|
$257K
|
+$253K
|
+11,156
|
New
|
|
|
119
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$256K
|
+$36.3K
|
+1,600
|
+17%
|
|
|
120
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$248K
|
-$46.4K
|
-2,046
|
-16%
|
|
|
121
|
Advisornet Financial
Minnetonka,
Minnesota
|
$246K
|
-$1.27K
|
-56
|
-0.5%
|
|
|
122
|
American National Bank & Trust
Wichita Falls,
Texas
|
$217K
|
+$14.8K
|
+654
|
+7%
|
|
|
123
|
Raymond James Trust
St. Petersburg,
Florida
|
$213K
|
-$45.6K
|
-2,012
|
-18%
|
|
|
124
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$207K
|
+$186K
|
+8,202
|
+1,060%
|
|
|
125
|
Clearview Wealth Advisors
Salem,
Oregon
|
$207K
|
-$75.8K
|
-3,342
|
-27%
|
|
