|
151
|
Tocqueville Asset Management
New York
|
$484K
|
–
|
–
|
–
|
|
|
152
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$472K
|
+$71.1K
|
+1,391
|
+18%
|
|
|
153
|
WealthSource Partners
San Luis Obispo,
California
|
$463K
|
-$180K
|
-3,515
|
-28%
|
|
|
154
|
Creative Planning
Overland Park,
Kansas
|
$453K
|
+$449K
|
+8,793
|
New
|
|
|
155
|
Choate Investment Advisors
Boston,
Massachusetts
|
$441K
|
–
|
–
|
–
|
|
|
156
|
US Bancorp
Minneapolis,
Minnesota
|
$439K
|
+$323K
|
+6,327
|
+287%
|
|
|
157
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$428K
|
+$5.06K
|
+99
|
+1%
|
|
|
158
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$412K
|
–
|
–
|
–
|
|
|
159
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$408K
|
-$187K
|
-3,651
|
-32%
|
|
|
160
|
Scotia Capital
Toronto,
Ontario, Canada
|
$406K
|
–
|
–
|
–
|
|
|
161
|
Whitney & Co
Rochester,
New York
|
$384K
|
-$90.2K
|
-1,765
|
-19%
|
|
|
162
|
Financial Partners Capital Management
New York
|
$382K
|
+$27.1K
|
+530
|
+8%
|
|
|
163
|
Snowden Capital Advisors
New York
|
$371K
|
–
|
–
|
–
|
|
|
164
|
Provident Investment Management
Novi,
Michigan
|
$367K
|
–
|
–
|
–
|
|
|
165
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$365K
|
+$87.5K
|
+1,712
|
+32%
|
|
|
166
|
Tradewinds Capital Management
Bellingham,
Washington
|
$345K
|
+$343K
|
+6,711
|
New
|
|
|
167
|
Vicus Capital
State College,
Pennsylvania
|
$330K
|
-$8.69K
|
-170
|
-3%
|
|
|
168
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$330K
|
–
|
–
|
–
|
|
|
169
|
Osterweis Capital Management
San Francisco,
California
|
$322K
|
–
|
–
|
–
|
|
|
170
|
Rockbridge Investment Management
Syracuse,
New York
|
$309K
|
+$307K
|
+6,007
|
New
|
|
|
171
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$303K
|
+$204
|
+4
|
+0.1%
|
|
|
172
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$298K
|
–
|
–
|
–
|
|
|
173
|
WESPAC Advisors
Orinda,
California
|
$295K
|
+$292K
|
+5,724
|
New
|
|
|
174
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$287K
|
+$56.5K
|
+1,105
|
+25%
|
|
|
175
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$281K
|
–
|
–
|
–
|
|
