|
151
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$987K
|
+$73.1K
|
+2,243
|
+8%
|
|
|
152
|
Secure Asset Management
Troy,
Michigan
|
$987K
|
+$999K
|
+30,625
|
New
|
|
|
153
|
Park Avenue Securities
New York
|
$946K
|
+$956K
|
+29,330
|
New
|
|
|
154
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$930K
|
-$7.61M
|
-233,379
|
-89%
|
|
|
155
|
Fidelity Investments
Boston,
Massachusetts
|
$912K
|
+$42.7K
|
+1,310
|
+5%
|
|
|
156
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$910K
|
-$3.51M
|
-107,500
|
-79%
|
|
|
157
|
Alesco Advisors
Pittsford,
New York
|
$905K
|
+$6.59K
|
+202
|
+0.7%
|
|
|
158
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$893K
|
+$913K
|
+28,011
|
New
|
|
|
159
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$835K
|
+$332K
|
+10,170
|
+65%
|
|
|
160
|
Asset Dedication LLC
San Francisco,
California
|
$831K
|
-$52.1K
|
-1,598
|
-6%
|
|
|
161
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$826K
|
+$5.22K
|
+160
|
+0.6%
|
|
|
162
|
Evanson Asset Management
Carmel,
California
|
$821K
|
+$685
|
+21
|
+0.1%
|
|
|
163
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$820K
|
+$529K
|
+16,214
|
+176%
|
|
|
164
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$818K
|
+$827K
|
+25,372
|
New
|
|
|
165
|
Hamel Associates
Chatham,
New Jersey
|
$817K
|
–
|
–
|
–
|
|
|
166
|
Spire Wealth Management
Mclean,
Virginia
|
$815K
|
+$562K
|
+17,238
|
+297%
|
|
|
167
|
Strategic Blueprint
Atlanta,
Georgia
|
$806K
|
-$442K
|
-13,561
|
-35%
|
|
|
168
|
Coldstream Capital Management
Bellevue,
Washington
|
$784K
|
–
|
–
|
–
|
|
|
169
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$758K
|
+$5.22K
|
+160
|
+0.7%
|
|
|
170
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$740K
|
–
|
–
|
–
|
|
|
171
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$739K
|
-$10.3K
|
-317
|
-1%
|
|
|
172
|
Kaizen Financial Strategies
Campbell,
California
|
$720K
|
-$324K
|
-9,921
|
-31%
|
|
|
173
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$713K
|
+$98
|
+3
|
+0%
|
|
|
174
|
James Investment Research
Alpha,
Ohio
|
$705K
|
+$142K
|
+4,343
|
+25%
|
|
|
175
|
HC Financial Advisors
Lafayette,
California
|
$670K
|
–
|
–
|
–
|
|
