|
151
|
Grimes & Company
Westborough,
Massachusetts
|
$2.63M
|
+$150K
|
+2,993
|
+6%
|
|
|
152
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.57M
|
+$367K
|
+7,324
|
+17%
|
|
|
153
|
Bison Wealth
Atlanta,
Georgia
|
$2.55M
|
+$2.55M
|
+50,883
|
New
|
|
|
154
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$2.53M
|
-$262K
|
-5,226
|
-9%
|
|
|
155
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$2.53M
|
+$2.53M
|
+50,500
|
New
|
|
|
156
|
Crestone Asset Management
Boulder,
Colorado
|
$2.49M
|
-$4M
|
-79,880
|
-62%
|
|
|
157
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2.44M
|
-$552K
|
-11,031
|
-18%
|
|
|
158
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.36M
|
+$2.25K
|
+45
|
+0.1%
|
|
|
159
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.25M
|
-$1.38M
|
-27,529
|
-38%
|
|
|
160
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$2.23M
|
+$2.24M
|
+44,672
|
New
|
|
|
161
|
|
$2.21M
|
-$1.11M
|
-22,197
|
-34%
|
|
|
162
|
AE Wealth Management
Topeka,
Kansas
|
$2.21M
|
+$1.2M
|
+24,039
|
+120%
|
|
|
163
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2.2M
|
+$4.16K
|
+83
|
+0.2%
|
|
|
164
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.2M
|
+$7.31K
|
+146
|
+0.3%
|
|
|
165
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$2.2M
|
+$2.2M
|
+43,923
|
New
|
|
|
166
|
Old Mission Capital
Chicago,
Illinois
|
$2.18M
|
+$2.18M
|
+43,620
|
New
|
|
|
167
|
Howland Capital Management
Boston,
Massachusetts
|
$2.12M
|
+$2.12M
|
+42,423
|
New
|
|
|
168
|
Bank of Hawaii
Honolulu,
Hawaii
|
$2.11M
|
–
|
–
|
–
|
|
|
169
|
William Blair & Company
Chicago,
Illinois
|
$2.06M
|
+$48.9K
|
+977
|
+2%
|
|
|
170
|
Leo H. Evart Inc
Redwood City,
California
|
$2.04M
|
-$318K
|
-6,340
|
-13%
|
|
|
171
|
Zhang Financial
Portage,
Michigan
|
$2M
|
-$223K
|
-4,458
|
-10%
|
|
|
172
|
Client First Capital
San Diego,
California
|
$2M
|
–
|
–
|
–
|
|
|
173
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.98M
|
-$332K
|
-6,632
|
-14%
|
|
|
174
|
Harbour Investments
Madison,
Wisconsin
|
$1.94M
|
+$1.94M
|
+38,786
|
New
|
|
|
175
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.87M
|
+$1.88M
|
+37,446
|
New
|
|
