|
251
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$319K
|
–
|
–
|
–
|
|
|
252
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$315K
|
+$19.1K
|
+450
|
+6%
|
|
|
253
|
Fort Point Capital Partners
San Francisco,
California
|
$312K
|
-$7.73K
|
-182
|
-2%
|
|
|
254
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$312K
|
+$33.7K
|
+794
|
+11%
|
|
|
255
|
R.M. Davis Inc
Portland,
Maine
|
$310K
|
+$342K
|
+8,060
|
New
|
|
|
256
|
American Research & Management Company
Marion,
Massachusetts
|
$303K
|
+$11K
|
+260
|
+3%
|
|
|
257
|
Essex Financial Services
Essex,
Connecticut
|
$297K
|
-$130K
|
-3,048
|
-28%
|
|
|
258
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$291K
|
+$54K
|
+1,270
|
+20%
|
|
|
259
|
Wealth Effects
Boston,
Massachusetts
|
$290K
|
-$8.5K
|
-200
|
-3%
|
|
|
260
|
Castleview Partners
Dallas,
Texas
|
$278K
|
-$55.7K
|
-1,311
|
-15%
|
|
|
261
|
Fairview Capital Investment Management
Greenbrae,
California
|
$269K
|
–
|
–
|
–
|
|
|
262
|
Valmark Advisers
Akron,
Ohio
|
$267K
|
+$4.29K
|
+101
|
+1%
|
|
|
263
|
Fermata Advisors
Sonoma,
California
|
$266K
|
-$147K
|
-3,465
|
-33%
|
|
|
264
|
Fidelity Investments
Boston,
Massachusetts
|
$266K
|
+$44.4K
|
+1,044
|
+18%
|
|
|
265
|
United Capital Financial Advisors
Irving,
Texas
|
$264K
|
+$13.3K
|
+314
|
+5%
|
|
|
266
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$260K
|
-$6.71K
|
-158
|
-2%
|
|
|
267
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$253K
|
+$8.75K
|
+206
|
+3%
|
|
|
268
|
Apeiron RIA
Dallas,
Texas
|
$252K
|
+$286K
|
+6,728
|
New
|
|
|
269
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$251K
|
+$277K
|
+6,529
|
New
|
|
|
270
|
First National Trust
Hermitage,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
271
|
InterOcean Capital Group
Nashville,
Tennessee
|
$248K
|
-$9.56K
|
-225
|
-3%
|
|
|
272
|
Global Assets Advisory
Orlando,
Florida
|
$245K
|
+$249K
|
+5,864
|
New
|
|
|
273
|
Credit Suisse
Zurich,
Switzerland
|
$241K
|
-$73.6K
|
-1,732
|
-22%
|
|
|
274
|
Mason & Associates (California)
Los Angeles,
California
|
$241K
|
–
|
–
|
–
|
|
|
275
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$241K
|
+$261K
|
+6,142
|
+5,118%
|
|
