Worth‘s Top RIA Firms 2024

The Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers. These firms craft tailored strategies to manage our readers’ wealth. For more on the selection process, see our methodology. (If you are unable to see the following table, disable “reader” mode on your desktop or mobile browser.)

RIAFirmCRD	Firm Name	Firm Name	Enhanced profile	MainOffice_Address1	MainOffice_Address2	City	State	MainOffice_Email	FirmWebsite	AUM (Millions)	TotalAccounts	AverageAccountSize	Number_FirmAdvisors	Number_InvestmentAdvisoryClients	Number_PlanningClients	SocialMedia_Facebook	SocialMedia_LinkedIn	SocialMedia_Twitter	SocialMedia_YouTube
107.994	Abacus Planning Group, Inc.	Abacus Planning Group, Inc.		2500 Devine St		Columbia	SC	[email protected]	http://www.abacusplanninggroup.com	$1,507.40	2,54	0,00	14	296,00	251-500 Clients	http://www.facebook.com/pages/Abacus-Planning-Group-Inc/132536133463277?sk=wall	https://www.linkedin.com/company/abacus-planning-group/
272.029	Abbrea Capital, LLC	Abbrea Capital, LLC		300 Drakes Landing Rd	Ste 172	Greenbrae	CA	[email protected]	http://abbrea.com	$1,042.30	742,00	0,00	4	276,00	101-250 Clients
108.525	Aberdeen Wealth Management LLC	Aberdeen Wealth Management LLC		515 Glen Ave		Lake Bluff	IL	[email protected]		$524.88	418,00	0,00	2	189,00	51-100 Clients
105.439	Accredited Investors Wealth Management	Accredited Investors Wealth Management		5200 W 73rd St		Minneapolis	MN	[email protected]	http://www.accredited.com	$2,956.36	4,41	0,00	11	596,00	500	https://www.facebook.com/Accredited-Investors-Wealth-Management-101036632043906	https://www.linkedin.com/company/accredited-investors-inc-/	https://twitter.com/accredited360
121.307	Acropolis Investment Management, L.L.C.	Acropolis Investment Management, L.L.C.		14567 N Outer 40 Rd	Ste 200	Chesterfield	MO	[email protected]	http://acrinv.com	$1,736.97	4,03	0,00	36	1,17	1,000		https://www.linkedin.com/company/acropolis-investment-management-llc/	https://twitter.com/acropolisInvest
297.808	Adero Partners, LLC	Adero Partners, LLC		5000 Hopyard Rd	Ste 460	Pleasanton	CA	[email protected]	https://aderopartners.com	$3,376.50	3,57	0,00	25	896,00	500	https://www.facebook.com/aderopartners/	https://www.linkedin.com/company/adero-partners/
107.664	Agili, P.C.	Agili, P.C.		1806 Summit Ave	Ste 100	Richmond	VA	[email protected]	https://agilipersonalcfo.com	$972.53	2,06	0,00	8	352,00	251-500 Clients		https://www.linkedin.com/company/agili/	https://twitter.com/AgiliYourCFO
	Alesco Advisors LLC	Alesco Advisors LLC				Pittsford	NY		https://www.alescoadvisors.com/	$4,430.23
176.516	Align Impact, LLC	Align Impact, LLC		429 Santa Monica Blvd	Ste 500	Santa Monica	CA	[email protected]	https://alignimpact.com	$511.93	58,00	0,00	17	86,00	51-100 Clients		https://www.linkedin.com/company/align-impact	https://twitter.com/alignimpact
	Allworth Financial, L.P	Allworth Financial, L.P				Folsom	CA			$19,890.87
174.346	AlphaCore Capital LLC	AlphaCore Capital LLC		875 Prospect St	Ste 315	La Jolla	CA	[email protected]	http://www.alphacorecap.com	$2,325.40	2,97	0,00	20	1,15	101-250 Clients		https://www.linkedin.com/company/alphacore-capital-llc/	https://twitter.com/alphacorecap
	Altfest Personal Wealth Management	Altfest Personal Wealth Management				New York	NY		https://www.altfest.com/	$1,578.71
124.205	Andersen	Andersen		1861 International Dr	Ste 501	McLean	VA	[email protected]	http://www.andersentax.com	$4,217.21	413,00	0,00	22	439,00	251-500 Clients	https://www.facebook.com/AndersenTaxLLC	https://www.linkedin.com/company/andersen-tax/	https://twitter.com/AndersenTax
116.165	Argos Capital Partners, LLC	Argos Capital Partners, LLC		477 N Lindbergh Blvd	Ste 200	Saint Louis	MO	[email protected]	http://www.argoscapitalpartners.com	$1,390.29	945,00	0,00	2	58,00	51-100 Clients
109.335	Arlington Partners LLC	Arlington Partners LLC		2000 Morris Ave	Ste 1300	Birmingham	AL	[email protected]	https://arlington.com	$6,097.07	978,00	0,00	17	177,00	101-250 Clients
107.347	Armstrong, Fleming & Moore, Inc.	Armstrong, Fleming & Moore, Inc.		1800 M St NW	Ste 1010-S	Washington	DC	[email protected]	http://www.afmfa.com	$876.86	421,00	0,00	10	421,00	26-50 Clients
119.050	Aspen Capital Management	Aspen Capital Management		101 S Capitol Blvd	Ste 610	Boise	ID	[email protected]	http://www.aspencapitalmgmt.com	$850.37	1,94	0,00	7	236,00	101-250 Clients	https://www.facebook.com/AspenCapital/
110.116	Asset Management Group, Inc.	Asset Management Group, Inc.		60 Long Ridge Rd		Stamford	CT	[email protected]	http://www.amgplanning.com	$590.74	1,41	0,00	5	269,00	51-100 Clients	https://www.facebook.com/AMGPlanning	https://www.linkedin.com/company/asset-management-group-inc./	https://twitter.com/AMGplanning
127.036	Atlas Capital Advisors Inc.	Atlas Capital Advisors Inc.		38 Keyes Ave	Ste 200	San Francisco	CA	[email protected]	http://www.atlasca.com	$784.20	413,00	0,00	8	154,00	51-100 Clients	https://www.facebook.com/atlasca.sf/
104.995	Atwood & Palmer, Inc.	Atwood & Palmer, Inc.		4520 Madison Ave	Ste 200	Kansas City	MO	[email protected]	http://www.atwoodpalmer.com	$1,245.98	458,00	0,00	8	458,00	51-100 Clients		https://www.linkedin.com/company/atwood-&-palmer-inc-/	https://twitter.com/ATWOODPALMER
105.441	Austin Asset	Austin Asset		7200 N Mo Pac Expy	Ste 315	Austin	TX	[email protected]	http://www.austinasset.com	$1,265.57	2,10	0,00	16	435,00	251-500 Clients	https://www.facebook.com/AustinAsset/	https://www.linkedin.com/company/austin-asset-management	https://twitter.com/austinasset
173.624	Autumn Lane Advisors, LLC	Autumn Lane Advisors, LLC		7500 San Felipe St	Ste 1030	Houston	TX	[email protected]	https://www.autumnlanellc.com	$895.91	803,00	0,00	3	58,00	26-50 Clients
127.186	Avidian Wealth Solutions, LLC	Avidian Wealth Solutions, LLC		800 Town and Country Blvd	Ste 220	Houston	TX	[email protected]	https://avidianwealth.com	$3,673.16	6,48	0,00	36	1,80	101-250 Clients		https://www.linkedin.com/company/avidian-wealth/		https://www.youtube.com/avidianwealth
134.242	Avion Wealth	Avion Wealth		2829 Technology Forest Blvd	Ste 300	Spring	TX	[email protected]	https://www.avionwealth.com	$687.76	1,62	0,00	9	242,00	101-250 Clients	https://www.facebook.com/AvionWealth	https://www.linkedin.com/company/efficient-wealth-management-llc	https://twitter.com/avionwealth
106.139	Bahl & Gaynor Inc	Bahl & Gaynor Inc		255 E 5th St	Ste 2700	Cincinnati	OH	[email protected]	https://www.bahl-gaynor.com	$16,346.24	2,87	0,00	19	837,00	251-500 Clients		https://www.linkedin.com/company/bahl-&-gaynor-investment-counsel/	https://twitter.com/bahlgaynor
110.550	Bailard, Inc.	Bailard, Inc.		950 Tower Ln	Ste 1900	San Mateo	CA	[email protected]	http://www.bailard.com	$5,297.96	2,37	0,00	48	1,02	101-250 Clients		https://www.linkedin.com/company/bailard-inc./
128.066	Baker Street Advisors, LLC	Baker Street Advisors, LLC		575 Market St	Ste 600	San Francisco	CA	[email protected]	http://www.bakerstreetadvisors.com	$13,106.00	4,10	0,00	8	465,00	251-500 Clients	https://www.facebook.com/BakerStreetAdvisors/	https://www.linkedin.com/company/baker-street-advisors/
152.511	Balentine	Balentine		3344 Peachtree Rd NE	Ste 2200	Atlanta	GA	[email protected]	http://www.balentine.com	$4,360.77	5,45	0,00	10	399,00	101-250 Clients	https://www.facebook.com/Balentine-The-Art-Science-of-Investing-109250285760841	https://www.linkedin.com/company/balentine/	https://twitter.com/balentweet
152.802	Ballentine Partners	Ballentine Partners		230 3rd Ave	Ste 6	Waltham	MA	[email protected]	https://ballentinepartners.com	$9,287.16	5,76	0,00	75	304,00	251-500 Clients	https://www.facebook.com/ballentineprs	https://www.linkedin.com/company/2220341?trk=tyah&trkinfo=tarid%3a1410027835720%2ctas%3aballentine%20partners%2cidx%3a1-1-1	https://twitter.com/ballentineprs	https://www.youtube.com/channel/UCGUNtCYW9pJfz9WL9X-vPyw
292.246	Bartlett & Co. Wealth Management LLC	Bartlett & Co. Wealth Management LLC		600 Vine St	Ste 2100	Cincinnati	OH	[email protected]	https://bartlett1898.com	$6,948.86	5,30	0,00	36	2,17	101-250 Clients	https://www.facebook.com/Bartlett1898/	https://www.linkedin.com/company/112394/	https://www.twitter.com/Bartlett1898
165.450	Bason Asset Management	Bason Asset Management		355 S Teller St	Ste 200	Denver	CO	[email protected]	http://www.basonasset.com	$618.16	723,00	0,00	2	157,00	101-250 Clients	https://www.facebook.com/BasonAsset/
109.688	BBR Partners, LLC	BBR Partners, LLC		55 E 52nd St	Fl 18	New York	NY	[email protected]	http://www.bbrpartners.com	$24,081.60	4,30	0,00	68	1,76	101-250 Clients
119.290	Beacon Pointe Advisors, LLC	Beacon Pointe Advisors, LLC		24 Corporate Plaza Dr	Ste 150	Newport Beach	CA	[email protected]	https://beaconpointe.com	$23,245.73	42,22	0,00	291	13,44	5,800	https://www.facebook.com/BeaconPointeAdvisors	https://www.linkedin.com/company/beacon-pointe-advisors/	http://www.twitter.com/BPAdvisors	https://www.youtube.com/user/thebpadvisors
107.238	Beaird Harris	Beaird Harris		12221 Merit Dr	Ste 750	Dallas	TX	[email protected]	http://www.bh-co.com	$1,398.92	2,85	0,00	17	680,00	500	https://www.facebook.com/BeairdHarris/	https://www.linkedin.com/company/beairdharris	https://twitter.com/beairdharris	https://www.youtube.com/channel/UCNJ1UvxNAh13oDbB3tvAnyg
105.653	Bedel Financial Consulting Inc	Bedel Financial Consulting Inc		8940 River Crossing Blvd	Ste 120	Indianapolis	IN	[email protected]	https://www.bedelfinancial.com	$1,809.35	4,59	0,00	17	1,05	1,048	https://www.facebook.com/BedelFinancial/	https://www.linkedin.com/company/3855802/	https://twitter.com/BedelFinancial
167.174	Biltmore Family Office, LLC	Biltmore Family Office, LLC		500 East Blvd		Charlotte	NC	[email protected]	http://www.biltmorefamilyoffice.com	$2,322.64	959,00	0,00	16	85,00	51-100 Clients		https://www.linkedin.com/company/biltmore-family-office-llc/
143.208	BIP Wealth, LLC	BIP Wealth, LLC		3575 Piedmont Rd NE	Bldg 15-730	Atlanta	GA	[email protected]	https://bipwealth.com	$2,310.14	5,90	0,00	40	1,17	1,000	https://www.facebook.com/BIPWealth/	https://www.linkedin.com/company/bip-wealth/	https://twitter.com/bipwealth
154.623	Black Coral Financial Advisors, LLC	Black Coral Financial Advisors, LLC		500 International Dr	Ste 300	Budd Lake	NJ	[email protected]	http://blackcoralfa.com	$809.92	2,10	0,00	5	338,00	251-500 Clients
104.795	Blankinship & Foster, LLC	Blankinship & Foster, LLC		420 Stevens Ave	Ste 250	Solana Beach	CA	[email protected]	http://www.bfadvisors.com	$690.04	1,01	0,00	8	308,00	101-250 Clients	https://www.facebook.com/BlankinshipFoster/	https://www.linkedin.com/company/blankinship-&-foster-llc/	https://twitter.com/BFADVISORS
	Bleakley Financial Group, LLC	Bleakley Financial Group, LLC				Fairfield	NJ		https://www.bleakley.com	$9,176.05
116.760	BlueSky Wealth Advisors, LLC	BlueSky Wealth Advisors, LLC		2131 S Glenburnie Rd	Ste 8	New Bern	NC	[email protected]	http://blueskywa.com	$612.43	1,47	0,00	11	347,00	251-500 Clients
287.758	Bordeaux Wealth Advisors	Bordeaux Wealth Advisors		1550 El Camino Real	Ste 100	Menlo Park	CA	[email protected]	http://www.bordeauxwealthadvisors.com	$4,006.68	221,00	0,00	27	221,00	101-250 Clients		https://www.linkedin.com/company/bordeaux-wealth-advisors/
112.360	Boston Financial Management LLC	Boston Financial Management LLC		255 State St	Fl 6	Boston	MA	[email protected]	https://bostonfinancialmanagement.com	$3,682.80	2,82	0,00	31	1,09	251-500 Clients	https://www.facebook.com/Boston-Financial-Management-LLC-697219740676885	https://www.linkedin.com/company/383748/	https://twitter.com/BFM_Invest	https://www.youtube.com/@bostonfinancialmanagementl5813
107.643	Boston Research and Management, Inc.	Boston Research and Management, Inc.		40 Beach St	Ste 200	Manchester	MA	[email protected]	https://www.bostonrm.com	$502.66	441,00	0,00	6	127,00	26-50 Clients
106.928	Bradley Foster & Sargent Inc	Bradley Foster & Sargent Inc		185 Asylum St	City Place Ii, 11 Fl	Hartford	CT	[email protected]	http://www.bfsinvest.com	$6,848.52	4,47	0,00	23	1,62	51-100 Clients
297.021	Brandywine Oak Private Wealth LLC	Brandywine Oak Private Wealth LLC		500 Old Forge Ln	Ste 501	Kennett Square	PA	[email protected]	https://brandywineoak.com	$1,183.62	2,83	0,00	8	511,00	511	https://www.facebook.com/brandywineoak	https://www.linkedin.com/company/brandywine-oak-private-wealth/
169.314	Breeds Hill Capital LLC	Breeds Hill Capital LLC		1 Thompson Sq	Ste 301	Charlestown	MA	[email protected]	http://www.breedshillcapital.com	$1,704.61	495,00	0,00	3	37,00	26-50 Clients		https://www.linkedin.com/company/breed's-hill-capital/about/
	Bridgewater Advisors Inc.	Bridgewater Advisors Inc.				New York	NY	[email protected]	https://bridgewateradv.com/	$1,904.07
108.601	Brighton Jones LLC	Brighton Jones LLC		2030 1st Ave	Fl 3	Seattle	WA	[email protected]	http://www.brightonjones.com	$9,458.38	2,68	0,00	137	2,88	2,000	https://www.facebook.com/pages/Brighton-Jones/106255223161	https://www.linkedin.com/company/brighton-jones	https://twitter.com/Brighton_Jones_
106.375	Brown Advisory	Brown Advisory		101 W Main St	Ste 700	Norfolk	VA	[email protected]	https://www.brownadvisory.com	$6,606.61	1,89	0,00	22	214,00	251-500 Clients		https://www.linkedin.com/company/brown-advisory/	https://twitter.com/BrownAdvisory	https://www.youtube.com/channel/UCNGLuhyg0t_aL1bIpQ37nGQ
285.359	Bryn Mawr Capital Management, LLC	Bryn Mawr Capital Management, LLC		1818 Market St	Ste 3323	Philadelphia	PA	[email protected]	https://www.bmt.com/wealth/bryn-mawr-capital-management	$2,725.83	2,79	0,00	36	940,00	251-500 Clients		https://www.linkedin.com/company/west-capital-management/
107.485	BSW Wealth Partners	BSW Wealth Partners		2300 Broadway St		Boulder	CO	[email protected]	http://www.bsw.com	$1,624.15	3,56	0,00	22	406,00	251-500 Clients		https://www.linkedin.com/company/bsw-wealth-partners/	https://twitter.com/BSW_WEALTHPTNRS
118.376	Burton Enright Welch	Burton Enright Welch		1850 Mt Diablo Blvd	Ste 335	Walnut Creek	CA	[email protected]	http://www.bewinvest.com	$922.64	1,67	0,00	10	605,00	251-500 Clients		https://www.linkedin.com/company/burton-enright-welch/about/
107.327	Cabot Wealth Management	Cabot Wealth Management		216 Essex St		Salem	MA	[email protected]	http://www.ecabot.com	$862.69	1,74	0,00	8	655,00	101-250 Clients	https://www.facebook.com/cabotwealthmanagement	https://www.linkedin.com/company/cabot-money-management/	https://twitter.com/cabotwealthmgmt
142.527	Callan Capital, LLC	Callan Capital, LLC		1250 Prospect St	Ste 01	La Jolla	CA	[email protected]	http://www.callancapital.com	$1,477.21	1,06	0,00	10	286,00	51-100 Clients		https://www.linkedin.com/company/callan-capital
152.956	Campbell Wealth Management, Inc.	Campbell Wealth Management, Inc.		330 John Carlyle St	Ste 600	Alexandria	VA	[email protected]	http://www.campbellwealth.com	$799.67	1,99	0,00	14	623,00	500	https://www.facebook.com/Campbell-Wealth-Management-260075957396036/	https://www.linkedin.com/company/campbell-wealth-management/	https://twitter.com/CampbellWealth
164.971	Canal Capital Management, LLC	Canal Capital Management, LLC		9 S 5th St		Richmond	VA	Many entered	http://www.canalcapitalmanagement.com	$916.86	1,68	0,00	7	387,00	101-250 Clients			https://twitter.com/CanalCapitalMgt
109.001	Capital Counsel LLC	Capital Counsel LLC		527 Madison Ave	Fl 19	New York	NY	[email protected]	https://capitalcounsel.com	$1,978.45	676,00	0,00	10	199,00	101-250 Clients		https://www.linkedin.com/company/capital-counsel-llc/
109.341	Capstone Financial Advisors Inc	Capstone Financial Advisors Inc		2001 Butterfield Rd	Ste 1750	Downers Grove	IL	[email protected]	http://www.capstone-advisors.com	$1,824.85	2,85	0,00	11	639,00	500
	Carret Asset Management, LLC	Carret Asset Management, LLC				New York	NY		https://carret.com	$3,115.45
151.559	Cerity Partners LLC	Cerity Partners LLC		99 Park Ave	Fl 16	New York	NY	[email protected]	https://ceritypartners.com	$53,330.93	11,33	0,00	399	11,82	3,000		https://www.linkedin.com/company/cerity-partners/	https://twitter.com/ceritypartners
129.505	Certuity, LLC	Certuity, LLC		1295 US Hwy 1	Fl 3	North Palm Beach	FL	[email protected]	https://certuity.com	$3,641.79	3,77	0,00	25	455,00	51-100 Clients		https://www.linkedin.com/company/certuity/	https://twitter.com/certuityllc
	Chatham Wealth Management	Chatham Wealth Management				Chatham	NJ		https://www.chathamwealth.com/	$506.25
175.209	Chequers Financial Management LLC	Chequers Financial Management LLC		434 Jackson St	Ste A	San Francisco	CA	[email protected]	http://www.chequersfinancial.com	$642.93	921,00	0,00	7	231,00	101-250 Clients		https://www.linkedin.com/company/chequers-financial-management/
	Chevy Chase Trust Company	Chevy Chase Trust Company				Bethesda	MD		https://chevychasetrust.com	$36,006.47
111.221	Choreo, LLC	Choreo, LLC		801 Nicollet Mall	Ste 1200	Minneapolis	MN	[email protected]	https://www.choreoadvisors.com	$12,190.10	21,28	0,00	140	6,42	51-100 Clients	https://www.facebook.com/choreoadvisors	https://www.linkedin.com/company/choreo-advisors/	https://twitter.com/choreoadvisors
	Circle Advisers Inc	Circle Advisers Inc				New York	NY		https://circleadvisersinc.com/	$674.93
142.878	Circle Wealth Management, LLC	Circle Wealth Management, LLC		47 Maple St	Ste 201	Summit	NJ	[email protected]	https://www.circlewm.com	$11,627.00	1,24	0,00	7	101,00	51-100 Clients		https://www.linkedin.com/company/circle-wealth-management-llc/about/
226.729	Clayton Financial Group, LLC	Clayton Financial Group, LLC		165 N Meramec Ave	Ste 130	Saint Louis	MO	[email protected]	http://www.claytonfinancialgroup.com	$1,197.46	2,94	0,00	12	690,00	251-500 Clients		https://www.linkedin.com/company/clayton-financial-group/
105.674	Clearstead, Hartland & Co,. LLC	Clearstead, Hartland & Co,. LLC		1100 Superior Ave E	Ste 700	Cleveland	OH	[email protected]	http://www.clearstead.com	$10,227.84	5,10	0,00	14	1,22	1,000		https://www.linkedin.com/company/clearsteadcl/
150.138	CMH Wealth Management, LLC	CMH Wealth Management, LLC		100 Market St	Unit 201	Portsmouth	NH	[email protected]	http://www.cmhwealth.com	$555.94	543,00	0,00	5	259,00	251-500 Clients		https://www.linkedin.com/company/cmh-wealth-management-llc/
	Coastal Bridge Advisors	Coastal Bridge Advisors				Westport	CT		https://coastalbridgeadvisors.com/	$2,814.68
149.685	CoastEdge Partners, LLC	CoastEdge Partners, LLC		888 Prospect St	Ste 220	La Jolla	CA	[email protected]	http://www.coastedge.com	$2,167.13	1,06	0,00	8	181,00	101-250 Clients		https://www.linkedin.com/company/coastedge-partners-llc/
167.017	Colony Family Offices, LLC	Colony Family Offices, LLC		4250 Congress St	Ste 175	Charlotte	NC	[email protected]	http://www.colonyfamilyoffices.com	$2,184.67	547,00	0,00	9	476,00	251-500 Clients		https://www.linkedin.com/company/colony-family-offices/
	Conservest Capital Advisors Inc	Conservest Capital Advisors Inc				Wynnewood	PA		https://conservest.com	$1,696.55
147.253	Constellation Wealth Advisors	Constellation Wealth Advisors		255 E 5th St	Ste 3000	Cincinnati	OH	[email protected]	https://constellation-wealth.com	$3,047.33	1,98	0,00	22	421,00	101-250 Clients		https://www.linkedin.com/company/constellation-wealth/
129.067	Coons Advisors	Coons Advisors		1151 Bethel Rd	Ste 204	Columbus	OH	[email protected]	http://www.coonsadvisors.com	$502.57	342,00	0,00	8	159,00	51-100 Clients
108.046	Corda Investment Management, LLC	Corda Investment Management, LLC		8955 Katy Fwy	Ste 200	Houston	TX	[email protected]	https://cordamanagement.com	$1,447.42	2,89	0,00	22	1,31	251-500 Clients
	Corient	Corient				Newport Beach	CA		https://www.corient.com/	$118,191.94
110.137	Covenant Partners, LLC	Covenant Partners, LLC		3811 Bedford Ave	Ste 201	Nashville	TN	[email protected]	http://www.covenantpartnersllc.com	$815.33	803,00	0,00	7	117,00	26-50 Clients
286.567	Creative Capital Management Investments LLC	Creative Capital Management Investments LLC		6265 Greenwich Dr	Ste 201	San Diego	CA	[email protected]	https://www.myccmi.com	$586.14	1,05	0,00	4	300,00	26-50 Clients	https://www.facebook.com/myccmi/	https://www.linkedin.com/company/418060/	https://twitter.com/MY_CCMI?LANG_EN
	Creative Planning	Creative Planning				Leawood	KS		https://creativeplanning.com	$175,271.68
170.912	Crescent Grove Advisors	Crescent Grove Advisors		100 N Field Dr	Ste 120	Lake Forest	IL	[email protected]	http://crescentgroveadvisors.com	$3,912.91	350,00	0,00	18	361,00	251-500 Clients		https://www.linkedin.com/company/crescent-grove-advisors/
108.581	Crestone Asset Management LLC	Crestone Asset Management LLC		1048 Pearl St	Ste 450	Boulder	CO	[email protected]	http://www.crestonecapital.com	$3,646.52	735,00	0,00	26	239,00	101-250 Clients		https://www.linkedin.com/company/crestone-capital-advisors	https://twitter.com/crestonecapital
286.243	Crestwood Advisors	Crestwood Advisors		1 Liberty Sq	Ste 500	Boston	MA	[email protected]	http://www.crestwoodadvisors.com	$4,057.18	4,21	0,00	36	832,00	251-500 Clients		https://www.linkedin.com/company/crestwood-advisors-llc/	https://www.twitter.com/focusfinancial
173.920	Crewe Advisors	Crewe Advisors		650 S Main St	Ste 700	Salt Lake City	UT	[email protected]	http://www.creweadvisors.com	$1,288.26	1,04	0,00	18	352,00	251-500 Clients		https://www.linkedin.com/company/crewe-advisors/	https://mobile.twitter.com/crewepwm
108.147	Dearborn Partners L.L.C.	Dearborn Partners L.L.C.		200 W Madison St	Ste 1950	Chicago	IL	[email protected]	http://www.dearbornpartners.com	$3,564.19	4,42	0,00	13	283,00	51-100 Clients
106.680	Diversified Management Inc	Diversified Management Inc		330 E Kilbourn Ave	Ste 1475	Milwaukee	WI	[email protected]	https://diversifiedmanagement.com	$1,438.55	1,62	0,00	7	652,00	101-250 Clients
282.563	Douglas C. Lane & Associates	Douglas C. Lane & Associates		1 Dag Hammarskjold Plz		New York	NY	[email protected]	https://www.dclainc.com	$7,045.87	5,65	0,00	18	1,27	101-250 Clients		https://www.linkedin.com/company/douglas-c-lane-&-associates-inc-/about/
107.722	Durbin Bennett Private Wealth Management, LLC	Durbin Bennett Private Wealth Management, LLC		1601 S Mo Pac Expy	Ste 125D	Austin	TX	[email protected]	http://www.durbinbennettwealth.com	$1,429.42	1,48	0,00	16	283,00	251-500 Clients	http://www.facebook.com/DBPWM/	https://www.linkedin.com/company/durbin-bennett-peterson---private-wealth-management-llp/	http://www.twitter.com/DB_PWM
	Edelman Financial Engines	Edelman Financial Engines				Santa Clara	CA		https://www.edelmanfinancialengines.com/	$270,770.41
297.596	Edge Capital Group, LLC	Edge Capital Group, LLC		3333 Riverwood Pkwy SE	Ste 350	Atlanta	GA	[email protected]	https://edgecappartners.com	$5,219.39	2,93	0,00	24	317,00	26-50 Clients	https://www.facebook.com/edgecapital	https://www.linkedin.com/company/edge-capital-group-llc/
131.728	Ehrenkranz Partners L.P.	Ehrenkranz Partners L.P.		375 Park Ave		New York	NY	[email protected]	http://www.eplp.com	$16,601.30	168,00	0,00	10	168,00	101-250 Clients
108.233	Embree Financial Group	Embree Financial Group		440 N Wells St	Ste 530	Chicago	IL	[email protected]	https://www.embreefinancial.com	$1,627.63	620,00	0,00	11	618,00	101-250 Clients		https://www.linkedin.com/company/3802423?trk=tyah&trkInfo=clickedVertical%3Acompany%2CclickedEntityId%3A3802423%2Cidx%3A2-2-10%2CtarId%3A1439824820069%2Ctas%3Aembree	https://twitter.com/embreefinancial
152.622	Empirical Wealth Management	Empirical Wealth Management		1420 5th Ave	Ste 3150	Seattle	WA	[email protected]	http://www.empirical.net	$4,178.93	6,28	0,00	52	2,20	1,500	https://www.facebook.com/empiricalwealth	http://www.linkedin.com/company/empirical-wealth-management	http://twitter.com/EmpiricalWM
107.213	Ensemble Capital Management, LLC	Ensemble Capital Management, LLC		555 Mission St	Ste 3325	San Francisco	CA	[email protected]	https://ensemblecapital.com	$1,410.95	773,00	0,00	10	315,00	101-250 Clients		http://www.linkedin.com/company/ensemble-capital-management	https://twitter.com/EnsembleCapital
149.436	Envoi LLC	Envoi LLC		600 Hwy 169 S	Ste 1950	Minneapolis	MN	[email protected]	http://www.envoillc.com	$2,587.43	1,44	0,00	7	42,00	26-50 Clients
	Evensky & Katz, LLC	Evensky & Katz, LLC				Miami	FL		https://evensky.com	$2,895.87
104.931	Evergreen Capital Management LLC	Evergreen Capital Management LLC		1412 112th Ave NE	Ste 100	Bellevue	WA	[email protected]	https://evergreengavekal.com	$3,862.91	2,66	0,00	26	992,00	500			https://twitter.com/EVERGREENGK
149.230	Evermay Wealth Management, LLC	Evermay Wealth Management, LLC		1776 Wilson Blvd	Ste 310	Arlington	VA	[email protected]	http://www.evermaywealth.com	$799.51	1,10	0,00	18	385,00	26-50 Clients		https://www.linkedin.com/company/evermay-wealth-management-llc/
104.875	Exchange Capital Management Inc	Exchange Capital Management Inc		303 Detroit St	Ste 203	Ann Arbor	MI	[email protected]	https://www.exchangecapital.com	$609.91	1,04	0,00	11	345,00	251-500 Clients	https://www.facebook.com/exchangecapitalmgmt/	https://www.linkedin.com/company/exchange-capital-management/	https://twitter.com/exchcapmgmt
106.223	F L Putnam Investment Management Co.	F L Putnam Investment Management Co.		20 William St	Ste G40	Wellesley Hills	MA	[email protected]	http://www.flputnam.com	$4,302.70	4,31	0,00	50	1,68	1,000		https://www.linkedin.com/company/f-l-putnam-investment-management-company/
108.967	FBB Capital Partners	FBB Capital Partners		4520 E West Hwy	Ste 450	Bethesda	MD	[email protected]	http://www.fbbcapitalpartners.com	$1,636.13	2,90	0,00	14	1,05	251-500 Clients	https://www.facebook.com/pages/FBB-Capital-Partners/1451638121733321?ref=ts&fref=ts	https://www.linkedin.com/company/fbb-capital-partners/	https://twitter.com/FBBCap
104.692	Ferguson Wellman Capital Management, Inc.	Ferguson Wellman Capital Management, Inc.		888 SW 5th Ave	Ste 1200	Portland	OR	[email protected]	https://www.fergusonwellman.com	$7,145.59	3,81	0,00	26	943,00	251-500 Clients	https://www.facebook.com/pages/Ferguson-Wellman-Capital-Management/152745594738121	https://www.linkedin.com/company/ferguson-wellman-capital-management/	https://twitter.com/FergusonWellman	https://www.youtube.com/user/FergusonWellman/videos
168.005	Fi3 Financial Advisors, LLC	Fi3 Financial Advisors, LLC		8900 Keystone Xing	Ste 225	Indianapolis	IN	[email protected]	http://www.fi3advisors.com	$657.21	1,09	0,00	10	184,00	101-250 Clients		https://www.linkedin.com/company/fi3-financial-advisors-llc/
160.696	Fiduciary Wealth Partners, LLC	Fiduciary Wealth Partners, LLC		177 Huntington Ave	Ste 17	Boston	MA	[email protected]	https://fwpwealth.com	$1,262.78	461,00	0,00	5	113,00	101-250 Clients	https://www.facebook.com/fiduciarywealthpartners	https://www.linkedin.com/company/fiduciary-wealth-partners/about/	https://twitter.com/FwPartner
	Fielder Capital Group	Fielder Capital Group				Nashville	TN		https://www.fieldercapital.com/	$834.55
105.472	Financial Advisory Corporation	Financial Advisory Corporation		4251 Cascade Rd SE		Grand Rapids	MI	[email protected]	http://financialadvisorycorp.com	$795.71	1,15	0,00	6	238,00	101-250 Clients	https://www.facebook.com/FACwealth/	https://www.linkedin.com/company/financial-advisory-corporation/
125.218	Financial Solutions Advisory Group	Financial Solutions Advisory Group		8700 W Bryn Mawr Ave	Ste 410-N	Chicago	IL	[email protected]	http://fsadvisorygroup.com	$650.00	335,00	0,00	7	670,00	51-100 Clients
106.366	Firestone Capital Management Inc	Firestone Capital Management Inc		1501 Venera Ave	Ste 310	Miami	FL	[email protected]	http://www.firestonecapital.com	$592.80	1,13	0,00	7	337,00	251-500 Clients		https://www.linkedin.com/company/2796442/
146.759	Fort Point Capital Partners LLC	Fort Point Capital Partners LLC		275 Sacramento St	Fl 8	San Francisco	CA	[email protected]	https://fortpointcap.com	$1,157.45	1,11	0,00	15	277,00	101-250 Clients		https://www.linkedin.com/company/fort-point-capital-partners/about/
106.905	Foster & Motley Inc	Foster & Motley Inc		7755 Montgomery Rd	Ste 100	Cincinnati	OH	[email protected]	https://www.fosterandmotley.com	$1,961.36	835,00	0,00	22	883,00	500	https://www.facebook.com/fosterandmotley/	https://www.linkedin.com/company/foster-&-motley-inc-/
124.147	Frank, Rimerman Advisors LLC	Frank, Rimerman Advisors LLC		1801 Page Mill Rd		Palo Alto	CA	[email protected]	http://www.frankrimerman.com/our-services/services-to-individuals/investment-advisory-services	$1,704.28	356,00	0,00	4	93,00	51-100 Clients
114.465	Franklin, Parlapiano, Turner & Welch LLC	Franklin, Parlapiano, Turner & Welch LLC		15115 Park Row	Ste 140	Houston	TX	[email protected]	http://www.fptwllc.com	$651.03	392,00	0,00	4	102,00	101-250 Clients
145.711	Freestone Capital Management, LLC	Freestone Capital Management, LLC		701 5th Ave	Fl 74	Seattle	WA	[email protected]	http://www.freestonecapital.com	$8,221.07	5,19	0,00	56	2,49	2,500	https://www.facebook.com/Freestone-Capital-Management-261727608057483/	https://www.linkedin.com/company/75009/
282.542	FRG Family Wealth Advisors	FRG Family Wealth Advisors		10900 NE 8th St	Ste 1600	Bellevue	WA	[email protected]	http://www.frgwealth.com	$566.88	603,00	0,00	3	215,00	101-250 Clients
145.322	Fulcrum Capital, LLC	Fulcrum Capital, LLC		800 5th Ave	Ste 3800	Seattle	WA	[email protected]	http://www.fulcrumcapllc.com	$746.26	502,00	0,00	11	239,00	51-100 Clients		https://www.linkedin.com/company/fulcrum-capital-llc/
291.368	Full Sail Capital, LLC	Full Sail Capital, LLC		124 NW 10th St		Oklahoma City	OK	[email protected]	https://www.fullsailcapital.com	$1,476.78	1,41	0,00	10	561,00	51-100 Clients
151.043	Garde Capital, Inc.	Garde Capital, Inc.		1301 5th Ave	Ste 3030	Seattle	WA	[email protected]	http://www.gardecapital.com	$1,403.95	493,00	0,00	11	493,00	251-500 Clients
134.062	Geller Advisors LLC	Geller Advisors LLC		909 3rd Ave		New York	NY	[email protected]	http://www.gellerfos.com	$5,005.64	674,00	0,00	16	170,00	51-100 Clients		https://www.linkedin.com/company/geller-advisors
171.670	Geometric Wealth Advisors, LLC	Geometric Wealth Advisors, LLC		620 A St NE		Washington	DC	[email protected]	http://www.geometricadvisors.com	$679.66	197,00	0,00	6	197,00	101-250 Clients		https://www.linkedin.com/company/7929339/	https://twitter.com/geometricadvsr
107.563	GHP Investment Advisors Inc	GHP Investment Advisors Inc		1290 N Broadway	Ste 1100	Denver	CO	[email protected]	http://www.ghpia.com	$1,984.69	3,78	0,00	21	1,02	101-250 Clients		https://www.linkedin.com/company/ghp-investment-advisors-inc-/	https://twitter.com/ghpinvestment?lang=en
143.970	Gilman Hill Asset Management, LLC	Gilman Hill Asset Management, LLC		220 Elm St		New Canaan	CT	[email protected]	https://www.gilmanhill.com	$704.85	594,00	0,00	5	294,00	51-100 Clients
151.478	Glassman Wealth Services, LLC	Glassman Wealth Services, LLC		8000 Towers Crescent Dr	Ste 1450	Vienna	VA	[email protected]	http://www.glassmanwealth.com	$1,800.55	2,63	0,00	11	364,00	251-500 Clients	https://www.facebook.com/GlassmanWealth/	https://www.linkedin.com/company/glassman-wealth-services/		https://www.youtube.com/channel/UCRESehbhWNex2dwGfmHVxKw
105.650	Godsey & Gibb Wealth Management	Godsey & Gibb Wealth Management		6806 Paragon Pl	Ste 230	Richmond	VA	Many entered	http://www.godseyandgibb.com	$1,164.11	1,71	0,00	13	764,00	101-250 Clients
114.637	Goodman Financial Corporation	Goodman Financial Corporation		5177 Richmond Ave	Ste 700	Houston	TX	[email protected]	http://www.goodmanfinancial.com	$580.10	739,00	0,00	19	248,00	101-250 Clients	https://www.facebook.com/GoodmanFinancial/	https://www.linkedin.com/company/goodman-financial-corporation/about/
132.137	Grand Wealth Management, LLC	Grand Wealth Management, LLC		333 Bridge St NW	Ste 800	Grand Rapids	MI	[email protected]	https://www.grandwealth.com	$509.76	788,00	0,00	9	186,00	101-250 Clients	https://www.facebook.com/grandwealthmgmt	https://www.linkedin.com/company/2217863/
	Granite Group Advisors, LLC	Granite Group Advisors, LLC				Stanford	CT		https://granitegroupadvisors.com	$565.20
173.627	Gratus Capital, LLC	Gratus Capital, LLC		3535 Piedmont Rd NE	Bldg 14-500	Atlanta	GA	[email protected]	https://www.gratuscapital.com	$2,103.07	3,17	0,00	25	933,00	101-250 Clients	https://www.facebook.com/GratusCapital/	https://www.linkedin.com/company/gratus-capital-management/	https://twitter.com/gratuscapital	https://www.youtube.com/channel/UCdHAEIC48higTMHOemQU2FQ
135.950	Graypoint LLC	Graypoint LLC		4 Tower Pl	Ste 1001	Albany	NY	[email protected]	https://graypointllc.com	$3,371.84	556,00	0,00	28	584,00	556		https://www.linkedin.com/company/bender-lane-advisory-llc/
142.820	Greenwich Wealth Management, LLC	Greenwich Wealth Management, LLC		45 E Putnam Ave	Ste 109	Greenwich	CT	[email protected]	http://www.greenwichwealth.com	$2,045.71	397,00	0,00	8	397,00	51-100 Clients		https://www.linkedin.com/company/greenwich-wealth-managment-llc/
108.668	Gresham Partners, LLC	Gresham Partners, LLC		333 W Wacker Dr	Ste 700	Chicago	IL	[email protected]	http://www.greshampartners.com	$9,527.14	232,00	0,00	13	233,00	101-250 Clients
286.671	Grey Street Capital, LLC	Grey Street Capital, LLC		150 N Riverside Plz	Ste 1930	Chicago	IL	[email protected]	https://www.greystreet.com	$1,676.10	661,00	0,00	12	81,00	26-50 Clients
131.511	GSG Advisors LLC	GSG Advisors LLC		307 Fellowship Rd	Ste 210	Mount Laurel	NJ	[email protected]	http://www.gsgadvisors.com	$559.30	477,00	0,00	3	167,00	101-250 Clients
108.400	Guyasuta Investment Advisors, Incorporated	Guyasuta Investment Advisors, Incorporated		285 Kappa Dr	Ste 220	Pittsburgh	PA	[email protected]	https://www.guyasuta.com	$1,857.82	1,32	0,00	13	432,00	26-50 Clients
106.759	Hall Capital Partners LLC	Hall Capital Partners LLC		1 Maritime Plz	Fl 6	San Francisco	CA	[email protected]	http://www.hallcapital.com	$46,675.76	187,00	0,00	27	189,00	101-250 Clients		https://www.linkedin.com/company/hall-capital-partners-llc/
144.534	Hamilton Point Investment Advisors, LLC	Hamilton Point Investment Advisors, LLC		100 Europa Dr	Ste 425	Chapel Hill	NC	[email protected]	http://hamiltonpoint.com	$793.11	742,00	0,00	9	215,00	101-250 Clients		https://www.linkedin.com/company/3141488/	https://twitter.com/hamiltonpoint
164.442	Haymarket Wealth Management LLC	Haymarket Wealth Management LLC		40 Main St	Ste 201A	Madison	NJ	[email protected]	https://www.haymarketwealth.com	$526.41	270,00	0,00	1	33,00	26-50 Clients
140.518	HeadInvest	HeadInvest		7 Custom House St	Fl 4	Portland	ME	[email protected]	https://headinvest.com	$829.56	1,09	0,00	9	437,00	26-50 Clients
127.268	Heritage Financial Services	Heritage Financial Services		100 Lowder Brook Dr	Ste 1000	Westwood	MA	[email protected]	http://www.heritagefinancial.net	$1,930.81	5,04	0,00	23	1,14	1,000	https://www.facebook.com/HeritagefinancialNet/	https://www.linkedin.com/company/heritage-financial-services-inc-/	https://twitter.com/HERITAGEFIN
137.484	Heritage Wealth Advisors	Heritage Wealth Advisors		919 E Main St	Ste 950	Richmond	VA	[email protected]	http://www.heritagewealth.net	$3,081.76	1,35	0,00	17	359,00	251-500 Clients		https://www.linkedin.com/company/heritage-wealth-advisors/
145.323	HighTower Advisors, LLC	HighTower Advisors, LLC		200 W Madison St	Ste 2500	Chicago	IL	[email protected]	https://www.hightoweradvisors.com	$105,230.20	144,76	0,00	917	144,86	251-500 Clients	https://www.facebook.com/HighTowerAdvisors/	https://www.linkedin.com/company/hightower_2/	https://twitter.com/HighTowerAdvsor	https://www.youtube.com/user/HighTowerAdvisors/
145.521	Hollow Brook Wealth Management LLC	Hollow Brook Wealth Management LLC		152 Bedford Rd		Katonah	NY	[email protected]	http://www.hollowbrookllc.com	$956.57	387,00	0,00	4	391,00	51-100 Clients		https://www.linkedin.com/company/hollow-brook-wealth-management-llc/
169.045	Householder Group Estate & Retirement Specialists	Householder Group Estate & Retirement Specialists		8985 E Bell Rd		Scottsdale	AZ	[email protected]	https://www.householdergroup.com	$1,081.19	6,43	0,00	45	6,44	26-50 Clients		https://www.linkedin.com/company/householder-group/about/
107.978	Howard Financial Services, Ltd.	Howard Financial Services, Ltd.		8350 Meadow Rd	Ste 181	Dallas	TX	[email protected]	http://www.hfs-wm.com	$988.51	1,28	0,00	15	512,00	251-500 Clients	https://www.facebook.com/pages/HFS-Wealth-Management/249873345183327?fref=ts&_rdr		https://twitter.com/HFSWealthMgmt
108.614	HTG Investment Advisors Inc	HTG Investment Advisors Inc		50 Locust Ave		New Canaan	CT	[email protected]	https://www.htgadvisors.com	$719.23	1,32	0,00	13	361,00	51-100 Clients	https://www.facebook.com/htgadvisors/	https://www.linkedin.com/company/htg-investment-advisors-inc-/
289.913	Innovia Wealth, LLC	Innovia Wealth, LLC		171 Monroe Ave NW	Ste 800	Grand Rapids	MI	[email protected]	https://innoviawealth.com	$1,414.38	2,29	0,00	19	515,00	251-500 Clients		https://www.linkedin.com/company/innovia-wealth/
284.560	ISTO Advisors, LLC	ISTO Advisors, LLC		2150 Butterfield Dr	Ste 220	Troy	MI	[email protected]	http://www.istoadvisors.com	$641.13	2,28	0,00	8	329,00	251-500 Clients
136.314	IWP Wealth Management LLC	IWP Wealth Management LLC		2719 E 3rd Ave		Denver	CO	[email protected]	https://iwpfo.com	$3,630.64	63,00	0,00	16	63,00	51-100 Clients		https://www.linkedin.com/company/iwp-wealth/
108.156	Jackson, Grant Investment Advisers, Inc.	Jackson, Grant Investment Advisers, Inc.		2 High Ridge Park		Stamford	CT	[email protected]	http://www.jacksongrant.us	$521.58	99,00	0,00	6	99,00	51-100 Clients		https://www.linkedin.com/company/jackson-grant-investment-advisers-inc-/
285.023	JFG Wealth Management, LLC	JFG Wealth Management, LLC		1144 15th St	Ste 3950	Denver	CO		http://www.jfgwealth.net	$648.30	526,00	0,00	28	85,00	51-100 Clients
110.302	JMG Financial Group Ltd	JMG Financial Group Ltd		2001 Butterfield Rd	Ste 1400	Downers Grove	IL	[email protected]	http://jmgfinancial.com	$4,500.73	4,56	0,00	41	1,60	1,000		https://www.linkedin.com/company/452192
152.450	Joel Isaacson & Co., LLC	Joel Isaacson & Co., LLC		546 5th Ave		New York	NY	[email protected]	http://www.joelisaacson.com	$5,911.33	4,79	0,00	19	1,18	1,000		https://www.linkedin.com/company/joel-isaacson-&-co.-llc/
125.101	Johnson Financial Group LLC	Johnson Financial Group LLC		1144 15th St	Ste 3950	Denver	CO	[email protected]	http://www.jfgllc.net	$1,998.76	704,00	0,00	29	48,00	51-100 Clients
125.557	Johnson Wealth Inc.	Johnson Wealth Inc.		555 E Wells St	Ste 1900	Milwaukee	WI	[email protected]	https://www.johnsonfinancialgroup.com	$7,746.23	1,54	0,00	64	1,54	1,000
287.755	Jordan Park Group LLC	Jordan Park Group LLC		100 Pine St	Ste 2600	San Francisco	CA	[email protected]	http://www.jordan-park.com	$13,733.37	3,76	0,00	17	206,00	101-250 Clients		https://www.linkedin.com/company/jordanpark/
	Klingenstein Fields Advisors	Klingenstein Fields Advisors				New York	NY		https://www.klingenstein.com/	$4,590.01
125.618	Klingman and Associates, LLC	Klingman and Associates, LLC		120 W 45th St	Ste 3800	New York	NY	[email protected]	http://www.klingmanria.com	$2,777.26	2,59	0,00	8	588,00	251-500 Clients	https://www.facebook.com/klingmanandAssociates		https://twitter.com/GerardKlingman	https://www.youtube.com/channel/UCFqVlEaE97jugGqELAJ6mUg/videos
282.241	Kovitz Investment Group Partners, LLC	Kovitz Investment Group Partners, LLC		71 S Wacker Dr	Ste 1860	Chicago	IL	[email protected]	http://www.kovitz.com	$7,293.64	6,93	0,00	51	3,31	1,000		https://www.linkedin.com/company/kovitzinvestmentgroup/
139.830	Legacy Advisors, LLC	Legacy Advisors, LLC		5 Apollo Rd	Ste 100	Plymouth Meeting	PA	[email protected]	http://www.legacyadvice.com	$2,802.74	1,80	0,00	19	258,00	251-500 Clients
269.866	Lido	Lido		1875 Century Park E	Ste 950	Los Angeles	CA	[email protected]	http://www.lidoadvisors.com	$13,102.06	12,64	0,00	133	4,73	26-50 Clients		https://www.linkedin.com/company/lido-advisors/
290.250	Lifecycle Financial Planners Inc.	Lifecycle Financial Planners Inc.		40950 Woodward Ave	Ste 140	Bloomfield Hills	MI	[email protected]	https://www.mylifecycleplanners.com	$535.72	3,99	0,00	5	196,00	101-250 Clients
155.812	Lindbrook Capital, LLC	Lindbrook Capital, LLC		23975 Park Sorrento	Ste 230	Calabasas	CA	[email protected]	http://www.lindbrookcapital.com	$2,968.25	2,47	0,00	8	507,00	101-250 Clients		https://www.linkedin.com/company/lindbrook-capital-llc/
106.779	Linscomb & Williams	Linscomb & Williams		1333 W Loop S	Ste 1500	Houston	TX	[email protected]	http://www.linscomb-williams.com	$4,256.69	5,40	0,00	25	1,90	251-500 Clients	https://www.facebook.com/profile.php?id=100057645392882&tn-str=k*F	https://www.linkedin.com/company/linscomb-&-williams/
113.400	LNW	LNW		801 2Nd Ave	Ste 1600	Seattle	WA	[email protected]	https://lnwadvisors.com	$4,060.99	2,71	0,00	42	495,00	251-500 Clients	https://www.facebook.com/#!/lairdnortonwealthmanagement?fref=ts	https://www.linkedin.com/company/laird-norton-wealth-management/		http://www.youtube.com/user/lairdnortonwm
107.638	Lodestar Private Asset Management LLC	Lodestar Private Asset Management LLC		3201 Danville Blvd	Ste 275	Alamo	CA	[email protected]	https://www.lodestarpam.com	$831.09	1,61	0,00	7	938,00	251-500 Clients	https://www.facebook.com/Lodestar-Private-Asset-Management-LLC-103223403076892/
107.153	Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Loring, Wolcott & Coolidge Fiduciary Advisors, LLP		230 Congress St		Boston	MA	[email protected]	http://www.lwcotrust.com	$9,688.40	3,29	0,00	16	3,33	251-500 Clients		https://www.linkedin.com/company/loring-wolcott-&-coolidge/
111.039	LVM Capital Management Ltd	LVM Capital Management Ltd		7840 Moorsbridge Rd		Portage	MI	[email protected]	http://www.lvmcapital.com	$974.59	1,14	0,00	6	1,14	26-50 Clients		https://www.linkedin.com/company/lvm-capital-management/
283.521	Lyell Wealth Management LP	Lyell Wealth Management LP		3000 Sand Hill Rd	Ste 135	Menlo Park	CA	[email protected]	https://lyellwealth.com	$862.92	282,00	0,00	4	282,00	251-500 Clients
114.629	Main Street Research LLC	Main Street Research LLC		30 Liberty Ship Way	Ste 3330	Sausalito	CA	[email protected]	http://ms-research.com	$1,816.60	2,55	0,00	13	928,00	101-250 Clients	https://www.facebook.com/MainStreetResearch	https://www.linkedin.com/company/main-street-research/	https://twitter.com/MAINSTREETRIA	https://www.youtube.com/channel/UCAhWEuanmTs_6WEQgbPDq0g
130.209	Maple Capital Management, Inc.	Maple Capital Management, Inc.		535 Stone Cutters Way		Montpelier	VT	[email protected]	http://www.maplecapital.com	$1,366.02	2,39	0,00	14	1,08	26-50 Clients		https://www.linkedin.com/company/maple-capital-management/
104.567	McRae Capital Management Inc.	McRae Capital Management Inc.		230 Madison Ave		Morristown	NJ	[email protected]	http://www.mcraecapital.com	$584.79	785,00	0,00	5	785,00	101-250 Clients	https://www.facebook.com/McRaeCapitalManagement/	https://www.linkedin.com/company/mcrae-capital-management/	https://twitter.com/MCRAECAPITAL
107.236	McShane Partners	McShane Partners		2150 Park Dr		Charlotte	NC	[email protected]	http://www.mcshanepartners.com	$650.00	320,00	0,00	9	320,00	251-500 Clients		https://www.linkedin.com/company/rinehart-wealth-management
282.609	Meridian Wealth Advisors, LLC	Meridian Wealth Advisors, LLC		3600 N Capital of Texas Hwy	Ste 150	Austin	TX	[email protected]	http://www.meridianadvisors.com	$1,061.40	1,30	0,00	8	317,00	51-100 Clients		https://www.linkedin.com/company/meridian-wealth-advisors-llc/	https://twitter.com/MERIDIAN_WEALTH
148.565	Meritas Wealth Management, LLC	Meritas Wealth Management, LLC		100 Larkspur Landing Cir	Ste 110	Larkspur	CA	[email protected]	http://www.meritaswealth.com	$523.17	967,00	0,00	6	372,00	251-500 Clients
141.470	Mill Creek Capital Advisors, LLC	Mill Creek Capital Advisors, LLC		161 Washington St	Ste 1500	Conshohocken	PA	[email protected]	http://www.millcreekcap.com	$7,876.35	385,00	0,00	29	434,00	51-100 Clients		https://www.linkedin.com/company/mill-creek-capital-advisors-llc/
108.637	MIO Partners, Inc.	MIO Partners, Inc.		630 5th Ave	Fl 37	New York	NY	[email protected]	https://www.miopartners.com	$43,715.23	54,00	0,00	24	1,42	680		https://www.linkedin.com/company/mio-partners-inc./
155.649	Modera Wealth Management, LLC	Modera Wealth Management, LLC		56 Jefferson Ave	Fl 2	Westwood	NJ	[email protected]	http://www.moderawealth.com	$6,800.79	10,05	0,00	112	3,01	2,000	https://www.facebook.com/ModeraFinancialPlanning/	https://www.linkedin.com/company/modera-wealth-management/		https://www.youtube.com/channel/UCcdnRYaxRUWTGSGHcLUUqGw
104.727	Moneta Group Investment Advisors, LLC	Moneta Group Investment Advisors, LLC		100 S Brentwood Blvd		Saint Louis	MO	[email protected]	http://www.monetagroup.com	$30,651.38	37,34	0,00	207	7,17	6,500	https://www.facebook.com/MonetaGroup/	https://www.linkedin.com/company/moneta-group/	https://twitter.com/monetagroup
173.949	Monograph Wealth Advisors, LLC	Monograph Wealth Advisors, LLC		830 S Pacific Coast Hwy	Ste 202	El Segundo	CA	[email protected]	http://monographwealth.com	$1,782.93	880,00	0,00	8	176,00	101-250 Clients
141.250	Morton Wealth	Morton Wealth		27200 Agoura Rd	Ste 200	Agoura Hills	CA	[email protected]	https://www.mortonwealth.com	$2,377.71	3,42	0,00	34	1,11	101-250 Clients	https://www.facebook.com/mortonwealth	https://www.linkedin.com/company/mortonwealth/		https://www.youtube.com/channel/UClxz_9Jl9lW8lDwJ6qsOMHw
108.917	Moss Adams Wealth Advisors LLC	Moss Adams Wealth Advisors LLC		999 3rd Ave	Ste 2800	Seattle	WA	[email protected]	http://www.mossadamswealthadvisors.com	$3,333.84	4,12	0,00	27	1,27	1,000	https://www.facebook.com/pages/Moss-Adams-Careers/235613399811828	https://www.linkedin.com/company/moss-adams-llp/about/	https://twitter.com/Moss_Adams
137.068	Mount Yale Investment Advisors, LLC	Mount Yale Investment Advisors, LLC		1580 N Lincoln St	Ste 680	Denver	CO	[email protected]	http://www.mtyale.com	$1,862.45	3,11	0,00	11	1,17	51-100 Clients		https://www.linkedin.com/company/mount-yale-capital-group/
145.777	Mozaic, LLC	Mozaic, LLC		350 S Beverly Dr	Ste 340	Beverly Hills	CA	[email protected]	http://mozaic-llc.com	$2,896.97	78,00	0,00	1	156,00	51-100 Clients
134.436	myCIO Wealth Partners, LLC	myCIO Wealth Partners, LLC		2929 Walnut St	Ste 1200	Philadelphia	PA	[email protected]	http://www.myciowp.com	$12,007.38	7,34	0,00	35	885,00	500
109.432	NavPoint Financial, Inc.	NavPoint Financial, Inc.		16180 Hastings Ave SE	Ste 301	Prior Lake	MN	[email protected]	https://www.navpoint-financial.com	$549.54	226,00	0,00	5	234,00	101-250 Clients
133.790	New England Private Wealth Advisors, LLC	New England Private Wealth Advisors, LLC		36 Washington St	Ste 280	Wellesley Hills	MA	[email protected]	http://www.nepwealth.com	$2,359.39	2,65	0,00	9	338,00	251-500 Clients
167.908	NorthRock Partners, LLC	NorthRock Partners, LLC		225 S 6th St	Ste 1400	Minneapolis	MN	[email protected]	http://www.northrockpartners.com	$4,191.90	9,27	0,00	48	1,90	251-500 Clients		https://www.linkedin.com/company/northrockpartners/
107.138	NorthStar Asset Management Inc	NorthStar Asset Management Inc		2 Harris St		Boston	MA	[email protected]	https://www.northstarasset.com	$611.70	477,00	0,00	5	194,00	101-250 Clients	https://www.facebook.com/NorthStarAssetMgmt/	https://www.linkedin.com/company/northstar-asset-management-inc./	https://twitter.com/NStarMakeChange
104.683	NPF Investment Advisors	NPF Investment Advisors		40 Pearl St NW	Ste 300	Grand Rapids	MI	[email protected]	https://npfinvest.com	$1,996.01	2,37	0,00	10	800,00	101-250 Clients	https://www.facebook.com/npfinvest	https://www.linkedin.com/company/norris-perne-&-french-llp/
105.336	O'Brien Wealth Partners LLC	O'Brien Wealth Partners LLC		51 Sawyer Rd	Ste 600	Waltham	MA	[email protected]	https://www.obrienwp.com	$833.89	1,91	0,00	12	491,00	101-250 Clients	https://www.facebook.com/obrienwp/	https://www.linkedin.com/company/o'brien-management/	https://www.twitter.com/jillfop
105.303	Oxford Financial Group, Ltd	Oxford Financial Group, Ltd		11711 N Meridian St	Ste 600	Carmel	IN	[email protected]	https://ofgltd.com/services/investment-advisory-services/mcp	$15,587.90	5,95	0,00	48	711,00	251-500 Clients		https://www.linkedin.com/company/oxford-financial-group-ltd./https://www.linkedin.com/company/oxford-financial-group-ltd./
110.039	Paragon Advisors, Inc.	Paragon Advisors, Inc.		3401 Tuttle Rd	Ste 290	Beachwood	OH	[email protected]	http://www.paragonadvisors.net	$930.00	67,00	0,00	5	82,00	51-100 Clients
125.553	Parkside Advisors LLC	Parkside Advisors LLC		2040 Bancroft Way	Ste 300	Berkeley	CA	[email protected]	https://grubmanwm.com	$523.48	819,00	0,00	6	205,00	101-250 Clients	https://www.facebook.com/GrubmanWM/	https://www.linkedin.com/company/grubman-wealth-management	https://twitter.com/grubmanwm
	Pathstone	Pathstone				Englewood	NJ		https://www.pathstone.com/	$48,258.14
105.335	Paul Comstock Partners	Paul Comstock Partners		1177 West Loop S	Ste 1500	Houston	TX	[email protected]	http://www.paulcomstockpartners.com	$2,857.79	110,00	0,00	7	111,00	101-250 Clients
106.895	PDS Planning Inc	PDS Planning Inc		475 Metro Pl S	Ste 460	Dublin	OH	[email protected]	http://pdsplanning.com	$1,045.58	2,85	0,00	10	596,00	251-500 Clients	https://www.facebook.com/pdsplanning/	https://www.linkedin.com/company/pds-planning-inc-/
106.944	Peak Asset Management, LLC	Peak Asset Management, LLC		1371 Hecla Dr	Ste A	Louisville	CO	[email protected]	http://peakam.com	$702.64	948,00	0,00	14	294,00	51-100 Clients		https://www.linkedin.com/company/peak-asset-management-llc-colorado
282.688	Pennington Partners & Co., LLC	Pennington Partners & Co., LLC		7920 Norfolk Ave	Ste 1150	Bethesda	MD	[email protected]	http://www.penningtonpartners.co	$1,703.94	437,00	0,00	10	64,00	26-50 Clients
	Perennial	Perennial				New York	NY		https://perennial.com/	$591.72
158.248	Personal CFO Solutions LLC	Personal CFO Solutions LLC		384 Main St		Chester	NJ	[email protected]	http://personalcfosolutions.com	$960.51	4,22	0,00	11	492,00	251-500 Clients	https://www.facebook.com/Personal-CFO-Solutions-LLC-164467286976098/
105.550	Pin Oak Investment Advisors Inc	Pin Oak Investment Advisors Inc		510 Bering Dr	Ste 100	Houston	TX	[email protected]	http://www.pinoakinc.com	$617.14	685,00	0,00	5	294,00	101-250 Clients
173.995	Pine Valley Investments	Pine Valley Investments		10 E Stow Rd	Ste 200	Marlton	NJ	[email protected]	http://www.pinevalleyinvestments.com	$964.60	3,39	0,00	30	1,42	251-500 Clients	https://www.facebook.com/pinevalleyinvestments/	https://www.linkedin.com/company/6398309/	https://twitter.com/pv_investments
145.743	PrairieView Partners, LLC	PrairieView Partners, LLC		445 Minnesota St		Saint Paul	MN	[email protected]	http://www.prairieviewpartners.com	$831.45	422,00	0,00	15	424,00	251-500 Clients	https://www.facebook.com/PrairieViewPartners/	https://www.linkedin.com/company/prairieview-partners/about/
155.216	Private Advisor Group, LLC	Private Advisor Group, LLC		305 Madison Ave		Morristown	NJ	[email protected]	https://www.privateadvisorgroup.com	$28,519.29	114,56	0,00	731	115,20	2,500	https://www.facebook.com/PrivateAdvisorGroup	https://www.linkedin.com/company/private-advisor-group/	https://twitter.com/privateADVgroup	https://www.youtube.com/user/PrivateAdvisorGroup
165.306	Private Capital Management, LLC	Private Capital Management, LLC		210 University Blvd	Ste 400	Denver	CO	[email protected]	http://www.pcm-inc.com	$1,500.56	2,93	0,00	15	829,00	500		https://www.linkedin.com/company/private-capital-managment-denver-colorado/
105.278	Proffitt & Goodson Inc.	Proffitt & Goodson Inc.		4800 Old Kingston Pike	Ste 200	Knoxville	TN	[email protected]	https://www.proffittgoodson.com	$531.40	827,00	0,00	5	252,00	51-100 Clients	https://www.facebook.com/ProffittGoodson/	https://www.linkedin.com/company/proffitt-&-goodson-inc./	https://twitter.com/PROFFITTGOODSON
281.762	Prowell Financial Management, LLC	Prowell Financial Management, LLC		717 Constitution Dr	Ste 102	Exton	PA	[email protected]	http://www.prowell-financial.com	$6,407.09	271,00	0,00	3	42,00	26-50 Clients
117.962	Punch & Associates Investment Management, Inc.	Punch & Associates Investment Management, Inc.		7701 France Ave S	Ste 300	Minneapolis	MN	[email protected]	http://punchinvest.com	$1,773.09	2,11	0,00	16	552,00	101-250 Clients
151.490	QuadCap Wealth Management, LLC	QuadCap Wealth Management, LLC		7790 Main St		Frisco	TX	[email protected]	http://www.quadcapwm.com	$638.62	1,49	0,00	10	280,00	101-250 Clients		https://www.linkedin.com/company/quadcap-wealth-management-llc/
137.021	Rappaport Reiches Capital Management,	Rappaport Reiches Capital Management,		5202 Old Orchard Rd	Ste 160	Skokie	IL	[email protected]	http://www.rrcapital.com	$763.87	1,52	0,00	12	389,00	251-500 Clients
281.067	Relative Value Partners, LLC	Relative Value Partners, LLC		1033 Skokie Blvd	Ste 470	Northbrook	IL	[email protected]	https://rvpllc.com	$2,225.90	1,45	0,00	15	339,00	101-250 Clients	https://www.facebook.com/Relative-Value-Partners-249318845803561/?eid=ARB6lEIAuOWh7i-h5p3izn6Zf77rngtujtpP2sK-Rg1Deg4uBvXtLuUrjH	https://www.linkedin.com/company/relative-value-partners-llc/
	Reynders, McVeigh Capital Management, LLC	Reynders, McVeigh Capital Management, LLC				Boston	MA		https://reyndersmcveigh.com/	$3,654.85
	Riverview Capital Advisers	Riverview Capital Advisers				Boston	MA		https://riverviewcapital.com/	$527.47
123.286	Roble, Belko and Company, Inc.	Roble, Belko and Company, Inc.		1603 Carmody Ct	Ste 401	Sewickley	PA	[email protected]	http://roblebelko.com	$849.91	890,00	0,00	8	201,00	101-250 Clients		https://www.linkedin.com/company/roble-belko-&-company/
106.019	Roffman Miller Associates Inc	Roffman Miller Associates Inc		1835 Market St	Ste 500	Philadelphia	PA	[email protected]	http://www.roffmanmiller.com	$2,094.26	1,40	0,00	15	1,40	101-250 Clients
288.453	Rossmore Private Capital, LLC	Rossmore Private Capital, LLC		628 Hebron Ave	Ste 306	Glastonbury	CT	Many entered	http://rossmore.com	$1,028.97	742,00	0,00	4	407,00	101-250 Clients
148.083	Roundview Capital, LLC	Roundview Capital, LLC		182 Nassau St	Ste 201	Princeton	NJ	[email protected]	https://www.roundviewcapital.com	$1,175.45	1,51	0,00	7	467,00	51-100 Clients
110.744	RTD Financial Advisors Inc	RTD Financial Advisors Inc		30 S 17th St	Ste 1620	Philadelphia	PA	[email protected]	http://www.rtdfinancial.com	$1,924.53	2,62	0,00	18	667,00	500			https://twitter.com/RTDFinancial
125.696	RZH Advisors LLC	RZH Advisors LLC		1 Landmark Sq	Fl 11	Stamford	CT	[email protected]	https://www.rzhadvisors.com	$1,401.64	1,32	0,00	7	397,00	251-500 Clients		https://www.linkedin.com/company/rzhadvisors/
116.574	Sage Financial Group Inc.	Sage Financial Group Inc.		300 Barr Harbor Dr	Ste 200	Conshohocken	PA	[email protected]	https://sagefinancial.wpengine.com	$2,701.61	3,57	0,00	22	902,00	251-500 Clients		https://www.linkedin.com/company/sage-financial-group/
111.295	Sand Hill Global Advisors, LLC	Sand Hill Global Advisors, LLC		245 Lytton Ave	Ste 300	Palo Alto	CA	[email protected]	https://www.sandhillglobaladvisors.com	$3,037.93	1,87	0,00	19	493,00	251-500 Clients		https://www.linkedin.com/company/sand-hill-global-advisors/	https://twitter.com/SandHillGlobal	https://www.youtube.com/channel/UCNHEQ9FP6RW8uTbe_CVRKfg
297.499	Sargent Investment Group	Sargent Investment Group		4920 Elm St	Ste 305	Bethesda	MD	[email protected]	https://www.sargentinvestmentgroup.com	$1,012.66	1,14	0,00	11	407,00	51-100 Clients		https://www.linkedin.com/company/sargentinvestmentgroup/about/
143.519	Satovsky Asset Management LLC	Satovsky Asset Management LLC		232 Madison Ave	Ste 400	New York	NY	[email protected]	http://www.satovsky.com	$683.90	298,00	0,00	7	298,00	251-500 Clients
132.513	SBK Financial, Inc.	SBK Financial, Inc.		1001 Haxall Pt	Ste 705	Richmond	VA	[email protected]	http://www.sbkfinancial.com	$994.40	1,30	0,00	10	270,00	101-250 Clients		https://www.linkedin.com/company/6272947/
107.630	Schaper Benz & Wise Investment Counsel Inc	Schaper Benz & Wise Investment Counsel Inc		40 Jewelers Park Dr	Ste 200	Neenah	WI	[email protected]	http://www.sbw-invest.com	$1,199.95	901,00	0,00	11	352,00	51-100 Clients		https://www.linkedin.com/company/schaper-benz-&-wise-investment-counsel-inc/
169.114	Schechter Investment Advisors, LLC	Schechter Investment Advisors, LLC		111 W Merrill St	Ste 400	Birmingham	MI	[email protected]	http://www.schechterinvestments.com	$2,847.05	2,46	0,00	17	721,00	51-100 Clients	https://www.facebook.com/SchechterWealth/	https://www.linkedin.com/company/schechter-wealth/	https://twitter.com/schechterwealth?lang=en
120.766	Sensible Financial Planning and Management, LLC	Sensible Financial Planning and Management, LLC		203 Crescent St	Ste 404	Waltham	MA	[email protected]	https://www.sensiblefinancial.com	$705.38	1,73	0,00	15	366,00	101-250 Clients	https://www.facebook.com/SensibleFinancial/	https://www.linkedin.com/company/5399085/	https://twitter.com/SensibleRick
148.194	Sequent Asset Management, LLC	Sequent Asset Management, LLC		952 Echo Ln	Ste 312	Houston	TX	[email protected]	http://www.sequentasset.com	$760.92	509,00	0,00	3	509,00	26-50 Clients
	Seven Bridges Advisors, LLC	Seven Bridges Advisors, LLC				New York	NY		https://sevenbridgesadvisors.com/	$4,615.64
157.435	Seven Post Investment Office LP	Seven Post Investment Office LP		1 Montgomery St	Ste 3150	San Francisco	CA	[email protected]	http://www.sevenpost.com	$6,745.23	212,00	0,00	15	62,00	51-100 Clients
289.905	Shade Tree Advisors LLC	Shade Tree Advisors LLC		19 Railroad Pl	Ste 301	Saratoga Springs	NY	[email protected]	http://www.shadetreeadvisors.com	$619.01	73,00	0,00	21	74,00	51-100 Clients		https://www.linkedin.com/company/shade-tree-advisors-llc/about/
104.754	Sigma Investment Counselors	Sigma Investment Counselors		186 E Main St	Ste 200	Northville	MI	[email protected]	http://www.sigmainvestments.com	$1,698.61	2,63	0,00	9	766,00	500
	Signature Estate & Investment Advisors	Signature Estate & Investment Advisors	https://worth.com/signature-estate-investment-advisors-llc/			Los Angeles	CA		https://www.seia.com/	$20,400.00
112.758	SignatureFD, LLC	SignatureFD, LLC		1230 Peachtree St NE	Ste 1800	Atlanta	GA	[email protected]	http://www.signaturefd.com	$6,146.77	9,06	0,00	40	1,70	1,000	https://www.facebook.com/SignatureFD/	https://www.linkedin.com/company/signaturefd	https://twitter.com/SignatureFD
125.114	Silicon Valley Capital Partners, L.P.	Silicon Valley Capital Partners, L.P.		1731 Technology Dr	Ste 810	San Jose	CA	[email protected]	http://www.svcp.com	$634.23	1,30	0,00	5	455,00	251-500 Clients
118.333	Silvercrest Asset Management Group LLC	Silvercrest Asset Management Group LLC		1330 Avenue of the Americas	Fl 38	New York	NY	[email protected]	http://www.silvercrestgroup.com	$28,904.99	1,29	0,00	34	1,29	26-50 Clients
110.532	SilverOak Wealth Management LLC	SilverOak Wealth Management LLC		3600 Minnesota Dr	Ste 860	Minneapolis	MN	Many	http://www.silveroakwealth.com	$1,354.80	1,68	0,00	5	404,00	101-250 Clients
132.330	Simon Quick Advisors, LLC	Simon Quick Advisors, LLC		360 Mount Kemble Ave		Morristown	NJ	[email protected]	https://simonquickadvisors.com	$5,103.97	4,81	0,00	31	689,00	51-100 Clients	https://www.facebook.com/Simonquickadvisors	https://www.linkedin.com/company/simonquickadvisors	https://twitter.com/SimonQuickAdvrs
163.793	Single Point Partners	Single Point Partners		277 Dartmouth St	Fl 4	Boston	MA	[email protected]	https://www.spcfo.com	$639.97	1,19	0,00	10	218,00	101-250 Clients	https://www.facebook.com/Single-Point-Partners-302594843412863/	https://www.linkedin.com/company/single-point-partners/	https://www.twitter.com/spcfo
	SlateStone Wealth LLC	SlateStone Wealth LLC				Jupiter	FL		https://slatestone.com/	$1,370.47
137.800	Socius Family Office, LLC	Socius Family Office, LLC		200 E Las Olas Blvd	Ste 1550	Fort Lauderdale	FL	[email protected]	http://www.socius.com	$728.19	534,00	0,00	8	163,00	51-100 Clients
107.588	Southeast Asset Advisors, LLC	Southeast Asset Advisors, LLC		314 Gordon Ave		Thomasville	GA	[email protected]	http://www.assetadvisor.com	$3,239.11	1,30	0,00	9	337,00	251-500 Clients
155.064	St. Clair Advisors, LLC	St. Clair Advisors, LLC		6120 Parkland Blvd	Ste 306	Cleveland	OH	[email protected]	https://www.saintclairllc.com	$744.08	578,00	0,00	4	120,00	51-100 Clients
106.785	Stack Financial Management Inc	Stack Financial Management Inc		625 Wisconsin Ave		Whitefish	MT	[email protected]	http://www.stackfinancialmanagement.com	$1,701.27	1,47	0,00	11	838,00	26-50 Clients		https://www.linkedin.com/company/10182528/
289.725	Stage Harbor Financial	Stage Harbor Financial		197 1st Ave	Ste 220	Needham Heights	MA	[email protected]	http://www.stageharborfinancial.com	$775.22	1,14	0,00	6	298,00	101-250 Clients		https://www.linkedin.com/company/stageharborfinancial
	Stansberry Asset Management, LLC	Stansberry Asset Management, LLC				New York	NY		https://www.stansberryam.com/	$875.53
111.685	Steigerwald, Gordon & Koch - Wealth Advisors	Steigerwald, Gordon & Koch - Wealth Advisors		893-A Harrison St SE		Leesburg	VA	Many entered	http://www.sgkwealthadvisors.com	$915.84	628,00	0,00	8	628,00	251-500 Clients
	Sterling Investment Advisors Ltd.	Sterling Investment Advisors Ltd.	https://worth.com/company/sterling-investment-advisors-ltd/			Berwyn	PA		https://www.sterling-advisors.com/	$745.78
	Stone Point Wealth LLC	Stone Point Wealth LLC				Miami	FL		https://stonepointwealth.com	$520.80
285.973	Strata Wealth Advisors, LLC	Strata Wealth Advisors, LLC		8750 N Central Expy	Ste 1875	Dallas	TX	[email protected]	http://www.stratawealth.com	$576.17	1,01	0,00	9	259,00	101-250 Clients		http://www.linkedin.com/company/strata-wealth/
174.052	Strategic Wealth Partners	Strategic Wealth Partners		520 Lake Cook Rd	Ste 520	Deerfield	IL	[email protected]	https://www.stratwealth.com	$3,036.17	4,46	0,00	24	1,08	251-500 Clients	https://www.facebook.com/strategicwealthpartners/	https://www.linkedin.com/company/strategic-wealth-partners-llc?trk=top_nav_home	https://twitter.com/stratwealth
148.586	Strategic Wealth Partners, Ltd.	Strategic Wealth Partners, Ltd.		5005 Rockside Rd	Ste 1200	Independence	OH	[email protected]	https://www.swpconnect.com	$795.83	2,39	0,00	20	956,00	500	https://www.facebook.com/Strategic-Wealth-Partners-755008401323034/
110.112	Summit Financial Strategies Inc	Summit Financial Strategies Inc		4111 Worth Ave	Ste 510	Columbus	OH	[email protected]	http://www.summitfin.com	$1,560.74	3,73	0,00	17	930,00	251-500 Clients	https://www.facebook.com/summitfinancialstrategies	https://www.linkedin.com/company/summit-financial-strategies-inc/
144.059	Summit Rock Advisors, LP	Summit Rock Advisors, LP		9 W 57th St	Fl 18	New York	NY	[email protected]	http://summit-rock.com	$19,851.53	193,00	0,00	5	65,00	51-100 Clients		https://www.linkedin.com/company/summit-rock-advisors/
109.228	Syverson Strege	Syverson Strege		4125 Westown Pkwy	Ste 104	West Des Moines	IA	[email protected]	http://www.onlyworkforyou.com	$665.69	1,97	0,00	14	571,00	251-500 Clients	https://www.facebook.com/syversonstregeandsherpa/	https://www.linkedin.com/company/syverson-strege-&-company?trk=biz-companies-cym	https://twitter.com/SyversonStrege	https://www.youtube.com/user/SyversonStrege
107.639	Tanglewood Total Wealth Management, Inc.	Tanglewood Total Wealth Management, Inc.		1400 Post Oak Blvd	Ste 550	Houston	TX	[email protected]	http://www.tanglewoodwealth.com	$1,206.76	1,26	0,00	7	449,00	101-250 Clients
104.808	The Arkansas Financial Group, Inc.	The Arkansas Financial Group, Inc.		1001 N University Ave	Ste 200	Little Rock	AR	[email protected]	http://arfinancial.com	$667.27	1,46	0,00	4	336,00	251-500 Clients	https://www.facebook.com/The-Arkansas-Financial-Group-169996856429023/	https://www.linkedin.com/company/the-arkansas-financial-group-inc-/	https://twitter.com/AFGPlan
173.347	The Clarius Group, LLC	The Clarius Group, LLC		999 3rd Ave	Ste 3050	Seattle	WA	[email protected]	http://www.clariusgroup.com	$3,721.03	968,00	0,00	15	211,00	101-250 Clients
159.289	The Colony Group, LLC	The Colony Group, LLC	https://worth.com/company/the-colony-group/	201 Washington St		Boston	MA	[email protected]	http://thecolonygroup.com	$18,879.63	20,10	0,00	153	5,43	101-250 Clients	http://www.facebook.com/pages/The-Colony-Group/220165628114335	http://www.linkedin.com/company/the-colony-group	http://twitter.com/ColonyGroup	https://www.youtube.com/channel/UC1nM4DWiv4HPOiDvvYpedxQ
121.492	The Fairman Group, LLC	The Fairman Group, LLC		1200 Liberty Ridge Dr	Ste 320	Wayne	PA	[email protected]	https://fairmangroup.com	$672.96	991,00	0,00	14	161,00	101-250 Clients	https://www.facebook.com/fairmangroupfamilyoffice/	https://www.linkedin.com/company/the-fairman-group/	https://twitter.com/FAIRMAN_GROUP/
109.558	The Financial Advisory Group, LLC	The Financial Advisory Group, LLC		5599 San Felipe St	Ste 900	Houston	TX	[email protected]	http://www.finadvisors.com/home	$1,175.52	2,30	0,00	12	393,00	251-500 Clients
19.608	The Investment Counsel Company	The Investment Counsel Company		10000 W Charleston Blvd	Ste 280	Las Vegas	NV	[email protected]	http://www.iccnv.com	$1,180.73	1,40	0,00	6	334,00	51-100 Clients		https://www.linkedin.com/company/the-investment-counsel-company-of-nevada/
156.005	The Mather Group, LLC	The Mather Group, LLC		353 N Clark St	Ste 2775	Chicago	IL	[email protected]	http://themathergroup.com	$8,718.71	16,76	0,00	98	3,97	4,000		https://www.linkedin.com/company/the-mather-group-llc	https://twitter.com/themathergroup
159.736	Three Bell Capital LLC	Three Bell Capital LLC		548 Market St	Ste 72712	San Francisco	CA	[email protected]	https://www.three-bell.com	$2,700.91	511,00	0,00	14	512,00	251-500 Clients	https://www.facebook.com/ThreeBellCapital/	https://www.linkedin.com/company/three-bell-capital/
111.268	Tiller Private Wealth, Inc.	Tiller Private Wealth, Inc.		1412 Walter St		Bethlehem	PA	[email protected]	https://tillerpw.com/	$524.73	982,00	0,00	6	298,00	101-250 Clients		https://www.linkedin.com/company/tiller-private-wealth/
104.711	Tobias Financial Advisors	Tobias Financial Advisors		1000 S Pine Island Rd	Ste 250	Fort Lauderdale	FL	[email protected]	http://www.tobiasfinancial.com	$641.00	1,69	0,00	9	320,00	251-500 Clients	https://www.facebook.com/tobiasfinancial/	https://www.linkedin.com/company/tobias-financial-advisors-inc/		https://www.youtube.com/channel/UCR9iULyhu_Yfx2knn8wjcww/featured
111.838	Tolleson Private Wealth Management	Tolleson Private Wealth Management		5500 Preston Rd	Ste 250	Dallas	TX	[email protected]	http://www.tollesonwealth.com	$7,593.71	3,86	0,00	42	233,00	101-250 Clients	https://www.facebook.com/tolleson-wealth-management-688564004624411/	https://www.linkedin.com/company/tolleson-wealth-management/	https://twitter.com/TOLLESONWEALTH
128.723	Tortoise Investment Management, LLC	Tortoise Investment Management, LLC		2 Westchester Park Dr	Ste 215	West Harrison	NY	[email protected]	http://www.tortoiseinvestment.com	$1,236.58	2,55	0,00	19	446,00	251-500 Clients
174.434	Total Wealth Planning, LLC	Total Wealth Planning, LLC		4665 Cornell Rd	Ste 160	Cincinnati	OH	[email protected]	http://twpteam.com	$866.13	2,40	0,00	13	579,00	251-500 Clients	https://www.facebook.com/Total-Wealth-Planning-1794636057422017/	https://www.linkedin.com/company/total-wealth-planning	https://www.twitter.com/TotalWealthOH
115.700	Tower Bridge Advisors	Tower Bridge Advisors		300 Barr Harbor Dr	Ste 705	Conshohocken	PA	[email protected]	http://www.towerbridgeadvisors.com	$1,866.43	1,19	0,00	8	1,19	26-50 Clients
116.048	True North Advisors, LLC	True North Advisors, LLC		3131 Turtle Creek Blvd	Ste 1300	Dallas	TX	[email protected]	https://truenorthadvisors.com	$3,006.39	3,53	0,00	25	639,00	251-500 Clients	https://www.facebook.com/truenorthdallas/	https://www.linkedin.com/company/true-north-advisors/	https://twitter.com/TRUENORTHDALLAS	https://www.youtube.com/channel/UCsCj89nNQmS_M6KunYt_Pyw
127.132	Valeo Financial Advisors, LLC	Valeo Financial Advisors, LLC		10 W Carmel Dr	Ste 400	Carmel	IN	[email protected]	http://www.valeofinancial.com	$7,103.70	15,76	0,00	88	2,38	2,500		https://www.linkedin.com/company/valeo-financial-advisors-llc/	https://twitter.com/VALEOFINANCIAL
169.576	Venturi Private Wealth	Venturi Private Wealth		3600 N Capital of Texas Hwy	Ste 200	Austin	TX	[email protected]	https://www.venturiprivatewealth.com	$1,973.16	3,59	0,00	20	464,00	101-250 Clients	https://www.facebook.com/Venturi-Wealth-Management-LLC-675035862672500/	https://www.linkedin.com/company/venturi-wealth-management-llc-/	https://twitter.com/VenturiWealth
117.892	Veratis Advisors, Inc.	Veratis Advisors, Inc.		1400 Crescent Grn	Ste 110	Cary	NC	[email protected]	http://www.veratisadvisors.com	$3,681.29	437,00	0,00	7	81,00	51-100 Clients		https://www.linkedin.com/company/veratisadvisors/
143.588	Veris Wealth Partners, LLC	Veris Wealth Partners, LLC		235 Montgomery St	Ste 850	San Francisco	CA	[email protected]	http://www.veriswp.com	$1,792.89	2,21	0,00	11	356,00	251-500 Clients		https://www.linkedin.com/company/veris-wealth-partners/
119.630	Verity Investment Partners	Verity Investment Partners		2015 Boundary St	Fl 2	Beaufort	SC	[email protected]	http://www.verityvip.com	$840.09	713,00	0,00	12	375,00	51-100 Clients		https://www.linkedin.com/company/verity-investment-partners/
108.627	Wade Financial Advisory, Inc.	Wade Financial Advisory, Inc.		2105 S Bascom Ave	Ste 110	Campbell	CA	[email protected]	http://www.wadefa.com	$604.88	260,00	0,00	8	262,00	251-500 Clients		https://www.linkedin.com/company/wade-financial-advisory-inc-
131.063	Waldron Private Wealth	Waldron Private Wealth		44 Abele Rd	Ste 400	Bridgeville	PA	[email protected]	http://www.waldronprivatewealth.com	$3,569.48	2,70	0,00	40	392,00	251-500 Clients	https://www.facebook.com/WaldronPW/	https://www.linkedin.com/company/waldron-private-wealth/	https://twitter.com/WaldronPW
143.360	Wallington Asset Management	Wallington Asset Management		8900 Keystone Xing	Ste 1015	Indianapolis	IN	[email protected]	http://www.wallingtonasset.com	$929.89	805,00	0,00	8	320,00	26-50 Clients		https://www.linkedin.com/company/wallingtonasset/
135.303	Warner Financial, Inc	Warner Financial, Inc		4550 Montgomery Ave	Ste 352N	Bethesda	MD	[email protected]	http://www.warner-financial.com	$539.67	685,00	0,00	4	260,00	26-50 Clients
105.951	Warwick Partners	Warwick Partners		4444 Carter Creek Pkwy	Ste 109	Bryan	TX	[email protected]	http://www.warwickpartners.net	$1,432.99	861,00	0,00	3	223,00	101-250 Clients
3.711	Waters, Parkerson & Co., LLC	Waters, Parkerson & Co., LLC		601 Poydras St	Ste 2210	New Orleans	LA	[email protected]	http://watersparkerson.com	$2,302.55	1,81	0,00	7	825,00	251-500 Clients
134.648	Waypoint Capital Advisors, LLC	Waypoint Capital Advisors, LLC		600 Hwy 169 S	Ste 1945	Minneapolis	MN	[email protected]	https://www.waypointcapitaladvisors.com	$524.46	616,00	0,00	8	119,00	101-250 Clients
171.822	Waypoint Wealth Counsel LLC	Waypoint Wealth Counsel LLC		3715 Northside Pkwy NW	Suite 775	Atlanta	GA	[email protected]	http://www.waypointwc.com	$609.34	724,00	0,00	6	201,00	26-50 Clients
131.155	Waypoint Wealth Partners	Waypoint Wealth Partners		1 Belvedere Pl	Ste 200	Mill Valley	CA	[email protected]	http://www.waypointwp.com	$780.95	794,00	0,00	8	182,00	101-250 Clients
135.373	Wealth Architects, LLC	Wealth Architects, LLC		800 W El Camino Real	Ste 201	Mountain View	CA	yes	http://www.wealtharchitects.com	$1,486.01	2,52	0,00	16	780,00	251-500 Clients		https://www.linkedin.com/company/wealth-architects-llc/
110.666	Wealthspire Advisors	Wealthspire Advisors		100 Smith Ranch Rd	Ste 300	Westport	CA	many	https://www.wealthspire.com	$2,453.16	934,00	0,00	31	934,00	1,000	https://www.facebook.com/Wealthspire/	https://www.linkedin.com/company/wealthspireadvisors/	https://twitter.com/WEALTHSPIRE	https://www.youtube.com/channel/UC6l9DFqC3aE8KfBC1utxS4Q
129.428	Wealthstream Advisors, Inc.	Wealthstream Advisors, Inc.		60 E 42nd St	Ste 1120	New York	NY	[email protected]	http://www.wealthstreamadvisors.com	$1,075.07	1,84	0,00	13	439,00	251-500 Clients	https://www.facebook.com/WealthstreamNYC	https://www.linkedin.com/company/wealthstream-advisors-inc-/about/	https://twitter.com/WEALTHSTREAMNYC
115.119	Welch & Forbes LLC	Welch & Forbes LLC		45 School St		Boston	MA	[email protected]	http://www.welchforbes.com	$6,810.83	3,28	0,00	6	807,00	101-250 Clients
143.112	Wellspring Financial Advisors, LLC	Wellspring Financial Advisors, LLC		5900 Landerbrook Dr	Ste 100	Cleveland	OH	[email protected]	http://www.wellspringadvisorsllc.com	$2,346.76	1,19	0,00	9	114,00	101-250 Clients	https://www.facebook.com/Wellspring-Financial-Advisors-LLC-72221762513/	https://www.linkedin.com/company/wellspring-financial-advisors-llc/
105.989	Wescott Financial Advisory Group LLC	Wescott Financial Advisory Group LLC		30 S 17th St		Philadelphia	PA	[email protected]	https://www.wescott.com	$3,386.32	3,31	0,00	30	774,00	774	https://www.facebook.com/WescottFin/	https://www.linkedin.com/company/wescott-financial-advisory-group/
142.265	West Financial Advisors, L.L.C.	West Financial Advisors, L.L.C.		111 E Grand Ave	Ste 412	Des Moines	IA	[email protected]	https://www.westfinancialadvisors.com	$510.62	1,58	0,00	8	277,00	251-500 Clients	https://www.facebook.com/West-Financial-Advisors-LLC-226679334019247/		https://twitter.com/westfinadvisors
158.857	Westmount Asset Management, LLC	Westmount Asset Management, LLC		2049 Century Park E	Ste 2500	Los Angeles	CA	[email protected]	http://www.westmount.com	$3,565.62	4,35	0,00	24	1,41	251-500 Clients		https://www.linkedin.com/company/566237/
133.722	Wharton Business Group, LLC	Wharton Business Group, LLC		110 Phoenixville Pike	Ste 300	Malvern	PA		http://whartonbusinessgroupllc.com	$3,420.92	355,00	0,00	3	136,00	51-100 Clients
117.307	Whitney & Company	Whitney & Company		959 Panorama Trl S	Ste 190	Rochester	NY	[email protected]	http://www.whitneyandcompany.com	$794.07	1,53	0,00	10	162,62	251-500 Clients		https://www.linkedin.com/company/w-g-shaheen-&-associates-dba-whitney-&-company/
122.266	Windsor Advisory Group, LLC	Windsor Advisory Group, LLC		2130 Quarry Trails Dr	Fl 1	Columbus	OH	[email protected]	https://www.windsoradvisorygroup.com	$1,878.98	1,33	0,00	12	422,00	101-250 Clients		https://www.linkedin.com/company/windsor-advisory-group/
109.779	Woodmont Investment Counsel, LLC	Woodmont Investment Counsel, LLC		3825 Bedford Ave	Ste 202	Nashville	TN	[email protected]	http://www.woodmontcounsel.com	$1,247.83	1,18	0,00	12	409,00	251-500 Clients
137.785	Zuckerman Investment Group	Zuckerman Investment Group		155 N Wacker Dr	Ste 1700	Chicago	IL	[email protected]	https://zuckermaninvestmentgroup.com/	$1,258.98	1,19	0,00	6	366,00	101-250 Clients		https://www.linkedin.com/company/zuckerman-investment-group/
110.397	ZWJ Investment Counsel Inc	ZWJ Investment Counsel Inc		75 14th St NE	Ste 2900	Atlanta	GA	[email protected]	http://www.zwjic.com	$2,968.29	2,30	0,00	11	926,00	51-100 Clients

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