|
251
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$360K
|
+$356K
|
+14,550
|
New
|
|
|
252
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$359K
|
-$52.2K
|
-2,131
|
-13%
|
|
|
253
|
Horizons Wealth Management
Asheville,
North Carolina
|
$340K
|
+$30.6K
|
+1,251
|
+10%
|
|
|
254
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$340K
|
-$51.4K
|
-2,100
|
-13%
|
|
|
255
|
American Planning Services
Sun City Center,
Florida
|
$325K
|
+$322K
|
+13,135
|
New
|
|
|
256
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$322K
|
–
|
–
|
–
|
|
|
257
|
Waterford Advisors
Orchard Park,
New York
|
$321K
|
–
|
–
|
–
|
|
|
258
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$317K
|
–
|
–
|
–
|
|
|
259
|
Straight Path Wealth Management
Jenison,
Michigan
|
$315K
|
+$312K
|
+12,728
|
New
|
|
|
260
|
BCS Wealth Management
Johnson City,
Tennessee
|
$308K
|
+$304K
|
+12,425
|
New
|
|
|
261
|
International Assets Investment Management
Orlando,
Florida
|
$301K
|
+$298K
|
+12,160
|
New
|
|
|
262
|
Gilbert & Cook
West Des Moines,
Iowa
|
$294K
|
+$41.6K
|
+1,700
|
+17%
|
|
|
263
|
SageView Advisory Group
Newport Beach,
California
|
$290K
|
-$1.55M
|
-63,336
|
-84%
|
|
|
264
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$289K
|
+$286K
|
+11,682
|
New
|
|
|
265
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$289K
|
+$286K
|
+11,656
|
New
|
|
|
266
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$287K
|
–
|
–
|
–
|
|
|
267
|
Wealthspire Advisors (New York)
New York
|
$286K
|
–
|
–
|
–
|
|
|
268
|
E&G Advisors
Houston,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
269
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$281K
|
–
|
–
|
–
|
|
|
270
|
Raymond James Trust
St. Petersburg,
Florida
|
$274K
|
+$271K
|
+11,082
|
New
|
|
|
271
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$272K
|
-$671K
|
-27,405
|
-71%
|
|
|
272
|
Bank of New York Mellon
New York
|
$272K
|
-$4.34M
|
-177,162
|
-94%
|
|
|
273
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$269K
|
–
|
–
|
–
|
|
|
274
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
275
|
AlphaCore Capital
La Jolla,
California
|
$265K
|
–
|
–
|
–
|
|
