|
201
|
Personal CFO Solutions
Chester,
New Jersey
|
$283K
|
+$282K
|
+6,152
|
New
|
|
|
202
|
Gables Capital Management
Miami,
Florida
|
$281K
|
+$279K
|
+6,100
|
New
|
|
|
203
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$280K
|
–
|
–
|
–
|
|
|
204
|
Community Bank
Dewitt,
New York
|
$276K
|
–
|
–
|
–
|
|
|
205
|
Valley Wealth Managers
Paramus,
New Jersey
|
$268K
|
-$787K
|
-17,200
|
-75%
|
|
|
206
|
Norris Perne & French
Grand Rapids,
Michigan
|
$268K
|
–
|
–
|
–
|
|
|
207
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$262K
|
+$13.4K
|
+292
|
+5%
|
|
|
208
|
WealthBridge Capital Management
Westerville,
Ohio
|
$261K
|
-$122K
|
-2,662
|
-32%
|
|
|
209
|
Tortoise Investment Management
White Plains,
New York
|
$253K
|
-$6.87K
|
-150
|
-3%
|
|
|
210
|
M&T Bank
Buffalo,
New York
|
$252K
|
-$204K
|
-4,450
|
-45%
|
|
|
211
|
Avalon Investment & Advisory
Houston,
Texas
|
$252K
|
-$4.58K
|
-100
|
-2%
|
|
|
212
|
Fisher Asset Management
Camas,
Washington
|
$248K
|
+$246K
|
+5,376
|
New
|
|
|
213
|
Blue Edge Capital
Richmond,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
214
|
Roundview Capital
Princeton,
New Jersey
|
$241K
|
-$1.37K
|
-30
|
-0.6%
|
|
|
215
|
Epstein & White Financial
San Diego,
California
|
$235K
|
-$132K
|
-2,885
|
-36%
|
|
|
216
|
United Capital Financial Advisors
Irving,
Texas
|
$233K
|
-$45.8K
|
-1,000
|
-16%
|
|
|
217
|
Financial Advisors
Andover,
Massachusetts
|
$232K
|
-$54.9K
|
-1,199
|
-19%
|
|
|
218
|
First Business Financial Services
Madison,
Wisconsin
|
$230K
|
–
|
–
|
–
|
|
|
219
|
Thomas White International
Chicago,
Illinois
|
$230K
|
+$228K
|
+4,991
|
New
|
|
|
220
|
CNB Bank
Clearfield,
Pennsylvania
|
$225K
|
-$274K
|
-5,994
|
-55%
|
|
|
221
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$224K
|
+$20.8K
|
+454
|
+10%
|
|
|
222
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$219K
|
–
|
–
|
–
|
|
|
223
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$214K
|
-$22.8K
|
-498
|
-10%
|
|
|
224
|
Beacon Pointe Advisors
Newport Beach,
California
|
$211K
|
–
|
–
|
–
|
|
|
225
|
Wealthspire Advisors (New York)
New York
|
$211K
|
–
|
–
|
–
|
|
