|
201
|
WMS Partners
Towson,
Maryland
|
$1.76M
|
–
|
–
|
–
|
|
|
202
|
Covington Capital Management
Los Angeles,
California
|
$1.72M
|
+$124K
|
+1,028
|
+8%
|
|
|
203
|
|
$1.69M
|
-$4.93M
|
-41,050
|
-75%
|
|
|
204
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$1.69M
|
-$19.2K
|
-160
|
-1%
|
|
|
205
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.68M
|
-$380K
|
-3,160
|
-18%
|
|
|
206
|
KeyBank National Association
Cleveland,
Ohio
|
$1.65M
|
-$25.6K
|
-213
|
-2%
|
|
|
207
|
First Allied Advisory Services
San Diego,
California
|
$1.65M
|
-$144K
|
-1,199
|
-8%
|
|
|
208
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.64M
|
+$133K
|
+1,103
|
+9%
|
|
|
209
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.63M
|
–
|
–
|
–
|
|
|
210
|
Manchester Capital Management
Manchester,
Vermont
|
$1.62M
|
–
|
–
|
–
|
|
|
211
|
Accredited Investors
Edina,
Minnesota
|
$1.61M
|
-$177K
|
-1,471
|
-10%
|
|
|
212
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
213
|
The Family Firm
Bethesda,
Maryland
|
$1.56M
|
-$23K
|
-191
|
-1%
|
|
|
214
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.51M
|
-$17.1K
|
-142
|
-1%
|
|
|
215
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.48M
|
+$13.7K
|
+114
|
+0.9%
|
|
|
216
|
WESPAC Advisors
Orinda,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
217
|
Evensky & Katz
Coral Gables,
Florida
|
$1.44M
|
-$6.01K
|
-50
|
-0.4%
|
|
|
218
|
Alpha Cubed Investments
Irvine,
California
|
$1.44M
|
+$1.1M
|
+9,193
|
+336%
|
|
|
219
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.43M
|
–
|
–
|
–
|
|
|
220
|
West Coast Financial
Santa Barbara,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
221
|
United Asset Strategies
Garden City,
New York
|
$1.37M
|
+$177K
|
+1,473
|
+15%
|
|
|
222
|
Pacer Advisors
Malvern,
Pennsylvania
|
$1.36M
|
+$1.36M
|
+11,287
|
New
|
|
|
223
|
Regal Wealth Group
Seal Beach,
California
|
$1.35M
|
+$1.32K
|
+11
|
+0.1%
|
|
|
224
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.35M
|
+$1.39M
|
+11,535
|
New
|
|
|
225
|
Cavalier Investments
Alpharetta,
Georgia
|
$1.34M
|
+$1.34M
|
+11,140
|
New
|
|
