|
76
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$562K
|
+$534K
|
+24,143
|
New
|
|
|
77
|
Willow Creek Wealth Management
Sebastopol,
California
|
$546K
|
+$541K
|
+24,470
|
New
|
|
|
78
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$525K
|
+$29.9K
|
+1,350
|
+6%
|
|
|
79
|
Procyon Advisors
Shelton,
Connecticut
|
$517K
|
+$119K
|
+5,390
|
+30%
|
|
|
80
|
Cobblestone Capital Advisors
Rochester,
New York
|
$516K
|
-$45.3K
|
-2,048
|
-8%
|
|
|
81
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$514K
|
-$16.1K
|
-728
|
-3%
|
|
|
82
|
Whittier Trust
South Pasadena,
California
|
$508K
|
+$29.7K
|
+1,341
|
+6%
|
|
|
83
|
Cetera Advisors
Denver,
Colorado
|
$498K
|
+$493K
|
+22,313
|
New
|
|
|
84
|
Rathbones Group
Liverpool,
United Kingdom
|
$495K
|
–
|
–
|
–
|
|
|
85
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$494K
|
+$9.93K
|
+449
|
+2%
|
|
|
86
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$493K
|
+$489K
|
+22,102
|
New
|
|
|
87
|
Larson Financial Group
St Louis,
Missouri
|
$491K
|
+$44.8K
|
+2,024
|
+10%
|
|
|
88
|
Mercer Global Advisors
Denver,
Colorado
|
$477K
|
+$32.8K
|
+1,481
|
+7%
|
|
|
89
|
Austin Private Wealth
Austin,
Texas
|
$471K
|
-$14.9K
|
-674
|
-3%
|
|
|
90
|
Neumann Capital Management
Foster City,
California
|
$459K
|
+$8.18K
|
+370
|
+2%
|
|
|
91
|
RWA Wealth Partners
Newton,
Massachusetts
|
$457K
|
+$107K
|
+4,842
|
+32%
|
|
|
92
|
CIBC World Market
Toronto,
Ontario, Canada
|
$446K
|
–
|
–
|
–
|
|
|
93
|
Summit Wealth Group
White River Junction,
Vermont
|
$424K
|
+$155K
|
+7,019
|
+59%
|
|
|
94
|
Bank of New York Mellon
New York
|
$419K
|
+$65.1K
|
+2,944
|
+19%
|
|
|
95
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$419K
|
+$134K
|
+6,060
|
+51%
|
|
|
96
|
SigFig Wealth Management
San Francisco,
California
|
$405K
|
+$53.2K
|
+2,406
|
+8%
|
|
|
97
|
Pecaut & Co
Sioux City,
Iowa
|
$402K
|
-$2.17K
|
-98
|
-0.5%
|
|
|
98
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$367K
|
+$12.9K
|
+585
|
+4%
|
|
|
99
|
Tempus Wealth Planning
Irvine,
California
|
$359K
|
-$515K
|
-23,271
|
-59%
|
|
|
100
|
William Blair & Company
Chicago,
Illinois
|
$353K
|
-$17.1K
|
-771
|
-5%
|
|
