|
226
|
XML Financial
Bethesda,
Maryland
|
$692K
|
–
|
–
|
–
|
|
|
227
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$690K
|
–
|
–
|
–
|
|
|
228
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$682K
|
-$133K
|
-1,455
|
-15%
|
|
|
229
|
Oppenheimer & Co
New York
|
$682K
|
+$44.3K
|
+483
|
+6%
|
|
|
230
|
Asset Management Group
Stamford,
Connecticut
|
$655K
|
+$1.47K
|
+16
|
+0.2%
|
|
|
231
|
Bank of New York Mellon
New York
|
$653K
|
+$92
|
+1
|
+0%
|
|
|
232
|
Transcend Capital Advisors
Madison,
New Jersey
|
$643K
|
+$130K
|
+1,414
|
+23%
|
|
|
233
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$639K
|
+$236K
|
+2,579
|
+51%
|
|
|
234
|
Trilogy Capital
Irvine,
California
|
$636K
|
+$275
|
+3
|
+0%
|
|
|
235
|
Weil Company
San Diego,
California
|
$633K
|
–
|
–
|
–
|
|
|
236
|
Insight Wealth Strategies
San Ramon,
California
|
$623K
|
-$18.8M
|
-204,606
|
-96%
|
|
|
237
|
9258 Wealth Management
Blue Ash,
Ohio
|
$612K
|
+$5.13K
|
+56
|
+0.8%
|
|
|
238
|
IFG Advisory
Atlanta,
Georgia
|
$595K
|
-$10.5K
|
-114
|
-2%
|
|
|
239
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$595K
|
+$92
|
+1
|
+0%
|
|
|
240
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$587K
|
+$92
|
+1
|
+0%
|
|
|
241
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$587K
|
+$92
|
+1
|
+0%
|
|
|
242
|
Choice Wealth Advisors
Waterville,
Maine
|
$587K
|
+$643K
|
+7,008
|
New
|
|
|
243
|
Inscription Capital
Houston,
Texas
|
$586K
|
–
|
–
|
–
|
|
|
244
|
Harbour Investments
Madison,
Wisconsin
|
$584K
|
+$639K
|
+6,975
|
New
|
|
|
245
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$578K
|
+$6.88K
|
+75
|
+1%
|
|
|
246
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$572K
|
+$29.1K
|
+317
|
+5%
|
|
|
247
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$572K
|
+$627K
|
+6,834
|
New
|
|
|
248
|
Sterling Investment Counsel
Buffalo,
New York
|
$564K
|
+$51K
|
+556
|
+9%
|
|
|
249
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$563K
|
-$128K
|
-1,400
|
-19%
|
|
|
250
|
Allen Capital Group
Grand Island,
Nebraska
|
$563K
|
+$8.53K
|
+93
|
+1%
|
|
