|
226
|
Roundview Capital
Princeton,
New Jersey
|
$4.65M
|
+$1.19M
|
+15,425
|
+35%
|
|
|
227
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$4.65M
|
-$873K
|
-11,302
|
-16%
|
|
|
228
|
TD Private Client Wealth
New York
|
$4.65M
|
+$116K
|
+1,505
|
+3%
|
|
|
229
|
TFB Advisors
Overland Park,
Kansas
|
$4.64M
|
+$384K
|
+4,971
|
+9%
|
|
|
230
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.64M
|
-$650K
|
-8,408
|
-12%
|
|
|
231
|
Crabel Capital Management
Los Angeles,
California
|
$4.63M
|
-$869K
|
-11,244
|
-16%
|
|
|
232
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.61M
|
+$339K
|
+4,387
|
+8%
|
|
|
233
|
Mercer Global Advisors
Denver,
Colorado
|
$4.59M
|
+$428K
|
+5,539
|
+10%
|
|
|
234
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.48M
|
+$324K
|
+4,194
|
+8%
|
|
|
235
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4.45M
|
-$4.48K
|
-58
|
-0.1%
|
|
|
236
|
Valmark Advisers
Akron,
Ohio
|
$4.38M
|
+$92.9K
|
+1,202
|
+2%
|
|
|
237
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$4.37M
|
+$544K
|
+7,043
|
+14%
|
|
|
238
|
NBT Bank
Norwich,
New York
|
$4.37M
|
-$2.98M
|
-38,609
|
-41%
|
|
|
239
|
Choreo LLC
Rockford,
Illinois
|
$4.33M
|
+$133K
|
+1,723
|
+3%
|
|
|
240
|
Evolution Wealth Advisors
Aventura,
Florida
|
$4.25M
|
-$49.5K
|
-640
|
-1%
|
|
|
241
|
Blue Fin Capital
Warren,
Rhode Island
|
$4.19M
|
+$346K
|
+4,483
|
+9%
|
|
|
242
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$4.11M
|
+$1.1M
|
+14,277
|
+37%
|
|
|
243
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.06M
|
-$220K
|
-2,845
|
-5%
|
|
|
244
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$4.04M
|
–
|
–
|
–
|
|
|
245
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$4.04M
|
+$927K
|
+12,000
|
+30%
|
|
|
246
|
SEI Investments
Oaks,
Pennsylvania
|
$4.04M
|
+$4.02M
|
+52,000
|
New
|
|
|
247
|
SoFi Wealth
San Francisco,
California
|
$4.03M
|
+$374K
|
+4,836
|
+10%
|
|
|
248
|
Ironwood Financial
Tucson,
Arizona
|
$4.01M
|
+$2.25M
|
+29,100
|
+130%
|
|
|
249
|
HMS Capital Management
Nashville,
Tennessee
|
$3.99M
|
+$186K
|
+2,408
|
+5%
|
|
|
250
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$3.99M
|
-$72.3K
|
-935
|
-2%
|
|
