|
601
|
WealthOne
Albany,
New York
|
$156K
|
+$164K
|
+1,738
|
New
|
|
|
602
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$155K
|
+$660
|
+7
|
+0.4%
|
|
|
603
|
Capital Bank & Trust
Irvine,
California
|
$149K
|
–
|
–
|
–
|
|
|
604
|
Bessemer Group
Woodbridge,
New Jersey
|
$144K
|
–
|
–
|
–
|
|
|
605
|
TrueWealth LLC
Atlanta,
Georgia
|
$141K
|
+$65.9K
|
+699
|
+80%
|
|
|
606
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$139K
|
–
|
–
|
–
|
|
|
607
|
Global Retirement Partners
San Rafael,
California
|
$137K
|
-$66.2K
|
-702
|
-31%
|
|
|
608
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$134K
|
–
|
–
|
–
|
|
|
609
|
Bartlett & Co
Cincinnati,
Ohio
|
$134K
|
–
|
–
|
–
|
|
|
610
|
MRA Associates USA
Phoenix,
Arizona
|
$134K
|
+$141K
|
+1,500
|
New
|
|
|
611
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$131K
|
–
|
–
|
–
|
|
|
612
|
Perkins Coie Trust Company
Seattle,
Washington
|
$124K
|
-$6.88K
|
-73
|
-5%
|
|
|
613
|
Claro Advisors
Boston,
Massachusetts
|
$122K
|
+$118K
|
+1,249
|
New
|
|
|
614
|
Watermark Asset Management
San Ramon,
California
|
$120K
|
+$754
|
+8
|
+0.6%
|
|
|
615
|
Elmwood Wealth Management
Berkeley,
California
|
$118K
|
–
|
–
|
–
|
|
|
616
|
Versant Capital Management
Phoenix,
Arizona
|
$115K
|
+$122K
|
+1,292
|
New
|
|
|
617
|
Spectrum Management Group
Indianapolis,
Indiana
|
$107K
|
-$160K
|
-1,700
|
-59%
|
|
|
618
|
Allworth Financial
Folsom,
California
|
$105K
|
-$4.24M
|
-45,002
|
-97%
|
|
|
619
|
Security National Trust
Wheeling,
West Virginia
|
$103K
|
–
|
–
|
–
|
|
|
620
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$102K
|
–
|
–
|
–
|
|
|
621
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$100K
|
–
|
–
|
–
|
|
|
622
|
Simon Quick Advisors
Morristown,
New Jersey
|
$99K
|
+$754
|
+8
|
+0.7%
|
|
|
623
|
American National Bank & Trust
Wichita Falls,
Texas
|
$98K
|
–
|
–
|
–
|
|
|
624
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$96K
|
–
|
–
|
–
|
|
|
625
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$96K
|
–
|
–
|
–
|
|
