|
101
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$230K
|
–
|
–
|
–
|
|
|
102
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$218K
|
–
|
–
|
–
|
|
|
103
|
Pacific Center for Financial Services
San Ramon,
California
|
$218K
|
+$310
|
+9
|
+0.1%
|
|
|
104
|
Fiduciary Planning
Englewood,
Florida
|
$217K
|
-$78.8K
|
-2,286
|
-27%
|
|
|
105
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$217K
|
-$25.9K
|
-750
|
-11%
|
|
|
106
|
Appleton Partners
Boston,
Massachusetts
|
$215K
|
+$210K
|
+6,090
|
New
|
|
|
107
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$213K
|
+$207K
|
+6,009
|
New
|
|
|
108
|
Brown Advisory
Baltimore,
Maryland
|
$207K
|
+$202K
|
+5,862
|
New
|
|
|
109
|
Matrix Asset Advisors
White Plains,
New York
|
$206K
|
+$200K
|
+5,814
|
New
|
|
|
110
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$205K
|
-$216K
|
-6,270
|
-52%
|
|
|
111
|
Tortoise Investment Management
White Plains,
New York
|
$201K
|
-$146K
|
-4,230
|
-43%
|
|
|
112
|
AssetMark Inc
Concord,
California
|
$175K
|
-$24.9K
|
-723
|
-13%
|
|
|
113
|
4Thought Financial Group
Syosset,
New York
|
$161K
|
-$2.79K
|
-81
|
-2%
|
|
|
114
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$133K
|
–
|
–
|
–
|
|
|
115
|
Selective Wealth Management
Forest,
Virginia
|
$116K
|
-$213K
|
-6,180
|
-65%
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$116K
|
+$4.76K
|
+138
|
+4%
|
|
|
117
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
118
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$107K
|
+$207
|
+6
|
+0.2%
|
|
|
119
|
|
$90K
|
–
|
–
|
–
|
|
|
120
|
Washington Trust
Westerly,
Rhode Island
|
$90K
|
–
|
–
|
–
|
|
|
121
|
Geneos Wealth Management
Englewood,
Colorado
|
$89K
|
-$224K
|
-6,507
|
-72%
|
|
|
122
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$83K
|
+$724
|
+21
|
+0.9%
|
|
|
123
|
SVB Wealth
Boston,
Massachusetts
|
$68K
|
–
|
–
|
–
|
|
|
124
|
Liberty Wealth Management
Oakland,
California
|
$67K
|
+$50.2K
|
+1,455
|
+323%
|
|
|
125
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$66.2K
|
–
|
–
|
–
|
|
