|
301
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$5.2M
|
+$238K
|
+3,161
|
+5%
|
|
|
302
|
Relative Value Partners Group
|
$5.18M
|
-$3.34M
|
-44,353
|
-39%
|
|
|
303
|
Roundview Capital
Princeton,
New Jersey
|
$5.18M
|
-$526K
|
-6,984
|
-9%
|
|
|
304
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$5.15M
|
+$528
|
+7
|
+0%
|
|
|
305
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$5.1M
|
+$620K
|
+8,220
|
+14%
|
|
|
306
|
BNP Paribas Financial Markets
Paris,
France
|
$5.09M
|
+$4.5M
|
+59,659
|
+738%
|
|
|
307
|
Fischer Investment Strategies
Westlake Village,
California
|
$5.07M
|
-$904K
|
-11,986
|
-15%
|
|
|
308
|
New York Life Investment Management
New York
|
$5.07M
|
+$187K
|
+2,479
|
+4%
|
|
|
309
|
|
$5.06M
|
+$4.75M
|
+62,949
|
+1,443%
|
|
|
310
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$5.02M
|
+$276K
|
+3,666
|
+6%
|
|
|
311
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.01M
|
-$64.4K
|
-854
|
-1%
|
|
|
312
|
Bank of Hawaii
Honolulu,
Hawaii
|
$4.92M
|
+$226K
|
+2,993
|
+5%
|
|
|
313
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$4.89M
|
+$938K
|
+12,445
|
+24%
|
|
|
314
|
Prosperity Planning
Kansas City,
Missouri
|
$4.89M
|
–
|
–
|
–
|
|
|
315
|
Brown Advisory
Baltimore,
Maryland
|
$4.86M
|
+$173K
|
+2,292
|
+4%
|
|
|
316
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.85M
|
-$2.03M
|
-26,898
|
-29%
|
|
|
317
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.83M
|
+$914K
|
+12,125
|
+23%
|
|
|
318
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$4.8M
|
+$46K
|
+610
|
+1%
|
|
|
319
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$4.77M
|
-$256K
|
-3,400
|
-5%
|
|
|
320
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4.67M
|
-$833K
|
-11,045
|
-15%
|
|
|
321
|
Avion Wealth
The Woodlands,
Texas
|
$4.62M
|
-$41.6K
|
-552
|
-0.9%
|
|
|
322
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.59M
|
+$334K
|
+4,436
|
+8%
|
|
|
323
|
Advisory Services Network
Atlanta,
Georgia
|
$4.59M
|
-$1.06M
|
-14,060
|
-19%
|
|
|
324
|
Welch & Forbes
Boston,
Massachusetts
|
$4.56M
|
-$569K
|
-7,546
|
-11%
|
|
|
325
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4.54M
|
-$4M
|
-53,107
|
-47%
|
|
