|
176
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.29M
|
+$2.85M
|
+74,687
|
+896%
|
|
|
177
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.29M
|
+$653K
|
+17,127
|
+26%
|
|
|
178
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.23M
|
+$13K
|
+340
|
+0.4%
|
|
|
179
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$3.21M
|
-$1.39M
|
-36,334
|
-31%
|
|
|
180
|
Howe & Rusling
Rochester,
New York
|
$3.21M
|
-$430K
|
-11,284
|
-12%
|
|
|
181
|
Wealthspire Advisors (New York)
New York
|
$3.2M
|
-$496K
|
-13,015
|
-14%
|
|
|
182
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.13M
|
+$682K
|
+17,876
|
+29%
|
|
|
183
|
Well Done LLC
Holland,
Michigan
|
$3.1M
|
–
|
–
|
–
|
|
|
184
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$3.08M
|
-$533K
|
-13,971
|
-15%
|
|
|
185
|
Unionview LLC
Seattle,
Washington
|
$3M
|
+$227K
|
+5,939
|
+9%
|
|
|
186
|
Monumental Financial Group
Rockville,
Maryland
|
$2.98M
|
-$88.1K
|
-2,310
|
-3%
|
|
|
187
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.96M
|
+$620K
|
+16,250
|
+28%
|
|
|
188
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.9M
|
-$1.28M
|
-33,568
|
-31%
|
|
|
189
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.8M
|
+$524K
|
+13,727
|
+24%
|
|
|
190
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.69M
|
-$327K
|
-8,561
|
-11%
|
|
|
191
|
GHP Investment Advisors
Denver,
Colorado
|
$2.68M
|
-$119K
|
-3,118
|
-4%
|
|
|
192
|
SFM LLC
Manchester,
New Hampshire
|
$2.63M
|
+$722K
|
+18,930
|
+40%
|
|
|
193
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.61M
|
-$324K
|
-8,493
|
-11%
|
|
|
194
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.6M
|
+$1.21M
|
+31,717
|
+94%
|
|
|
195
|
Lantern Wealth Advisors
Melville,
New York
|
$2.58M
|
+$14.5K
|
+380
|
+0.6%
|
|
|
196
|
Warner Financial
Bethesda,
Maryland
|
$2.58M
|
+$520K
|
+13,632
|
+27%
|
|
|
197
|
|
$2.57M
|
-$7.25K
|
-190
|
-0.3%
|
|
|
198
|
Hoese & Co
Glencoe,
Minnesota
|
$2.54M
|
+$135K
|
+3,533
|
+6%
|
|
|
199
|
Principal Street Partners
Memphis,
Tennessee
|
$2.52M
|
+$2.43M
|
+63,630
|
New
|
|
|
200
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.38M
|
+$405K
|
+10,616
|
+21%
|
|
