|
26
|
Wells Fargo
San Francisco,
California
|
$453K
|
-$8.05K
|
-102
|
-2%
|
|
|
27
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$429K
|
-$21.4K
|
-271
|
-5%
|
|
|
28
|
Bell Investment Advisors
Oakland,
California
|
$423K
|
+$10.3K
|
+131
|
+2%
|
|
|
29
|
Congress Wealth Management
Boston,
Massachusetts
|
$409K
|
+$41.5K
|
+526
|
+11%
|
|
|
30
|
Wealthfront Advisers
Palo Alto,
California
|
$391K
|
+$35.5K
|
+450
|
+10%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$382K
|
-$17.9K
|
-227
|
-5%
|
|
|
32
|
US Financial Advisors
Braintree,
Massachusetts
|
$337K
|
+$337K
|
+4,274
|
New
|
|
|
33
|
Mendel Capital Management
Little Rock,
Arkansas
|
$320K
|
-$11.8K
|
-149
|
-4%
|
|
|
34
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$299K
|
+$79K
|
+1,000
|
+36%
|
|
|
35
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$286K
|
+$47.1K
|
+597
|
+20%
|
|
|
36
|
Boston Financial Management
Boston,
Massachusetts
|
$268K
|
+$269K
|
+3,405
|
New
|
|
|
37
|
Certuity
North Palm Beach,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
38
|
Valmark Advisers
Akron,
Ohio
|
$256K
|
–
|
–
|
–
|
|
|
39
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$251K
|
-$33.6K
|
-425
|
-12%
|
|
|
40
|
Simon Quick Advisors
Morristown,
New Jersey
|
$236K
|
–
|
–
|
–
|
|
|
41
|
Equitable Trust
Nashville,
Tennessee
|
$232K
|
–
|
–
|
–
|
|
|
42
|
Veritable
Wilmington,
Delaware
|
$224K
|
–
|
–
|
–
|
|
|
43
|
KilterHowling LLC
Boulder,
Colorado
|
$216K
|
+$217K
|
+2,744
|
New
|
|
|
44
|
First Horizon Advisors
Memphis,
Tennessee
|
$209K
|
-$92.1K
|
-1,166
|
-30%
|
|
|
45
|
Aprio Wealth Management
Atlanta,
Georgia
|
$202K
|
+$203K
|
+2,569
|
New
|
|
|
46
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$153K
|
+$17.3K
|
+219
|
+13%
|
|
|
47
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$151K
|
+$5.92K
|
+75
|
+4%
|
|
|
48
|
Grove Bank & Trust
Miami,
Florida
|
$149K
|
+$149K
|
+1,886
|
New
|
|
|
49
|
William Blair & Company
Chicago,
Illinois
|
$142K
|
+$9K
|
+114
|
+7%
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$133K
|
+$1.74K
|
+22
|
+1%
|
|
