|
226
|
The Family Firm
Bethesda,
Maryland
|
$1.5M
|
-$233K
|
-2,367
|
-14%
|
|
|
227
|
|
$1.49M
|
+$262K
|
+2,656
|
+26%
|
|
|
228
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.48M
|
-$80.5K
|
-817
|
-5%
|
|
|
229
|
Sterling Investment Counsel
Buffalo,
New York
|
$1.47M
|
+$186K
|
+1,886
|
+15%
|
|
|
230
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.44M
|
-$147K
|
-1,488
|
-11%
|
|
|
231
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.42M
|
-$51.9K
|
-527
|
-4%
|
|
|
232
|
Becker Capital Management
Portland,
Oregon
|
$1.41M
|
-$286K
|
-2,904
|
-18%
|
|
|
233
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.37M
|
+$1.3M
|
+13,177
|
New
|
|
|
234
|
Holistic Planning
Nacogdoches,
Texas
|
$1.36M
|
+$1.29M
|
+13,066
|
New
|
|
|
235
|
Certuity
North Palm Beach,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
236
|
Westfield Capital Management
Boston,
Massachusetts
|
$1.34M
|
+$1.27M
|
+12,905
|
New
|
|
|
237
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.33M
|
-$88.1K
|
-894
|
-7%
|
|
|
238
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.32M
|
-$924K
|
-9,380
|
-43%
|
|
|
239
|
Brighton Jones LLC
Seattle,
Washington
|
$1.3M
|
+$29.1K
|
+295
|
+2%
|
|
|
240
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.28M
|
-$17.4K
|
-177
|
-1%
|
|
|
241
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.27M
|
-$1.99M
|
-20,252
|
-63%
|
|
|
242
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.27M
|
-$1.1M
|
-11,145
|
-48%
|
|
|
243
|
EP Wealth Advisors
Torrance,
California
|
$1.27M
|
-$21.7K
|
-220
|
-2%
|
|
|
244
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.27M
|
-$1.2M
|
-12,209
|
-50%
|
|
|
245
|
TL Private Wealth
Southlake,
Texas
|
$1.22M
|
+$6.5K
|
+66
|
+0.6%
|
|
|
246
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.22M
|
+$114K
|
+1,154
|
+11%
|
|
|
247
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.21M
|
–
|
–
|
–
|
|
|
248
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$1.19M
|
+$1.12M
|
+11,399
|
New
|
|
|
249
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.18M
|
+$15.5K
|
+157
|
+1%
|
|
|
250
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.15M
|
-$6.3K
|
-64
|
-0.6%
|
|
