|
276
|
Opes Wealth Management
Menlo Park,
California
|
$7.65M
|
-$375K
|
-7,116
|
-5%
|
|
|
277
|
Community Bank
Dewitt,
New York
|
$7.64M
|
-$1.28M
|
-24,340
|
-15%
|
|
|
278
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$7.56M
|
-$377K
|
-7,152
|
-5%
|
|
|
279
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$7.54M
|
-$156K
|
-2,968
|
-2%
|
|
|
280
|
Merriman Wealth Management
Seattle,
Washington
|
$7.46M
|
+$3.16K
|
+60
|
+0%
|
|
|
281
|
Graypoint LLC
Albany,
New York
|
$7.46M
|
+$60.5K
|
+1,148
|
+0.8%
|
|
|
282
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$7.4M
|
+$1.41M
|
+26,676
|
+25%
|
|
|
283
|
Homrich & Berg
Atlanta,
Georgia
|
$7.36M
|
+$1.07M
|
+20,256
|
+18%
|
|
|
284
|
Zions Bancorporation
Salt Lake City,
Utah
|
$7.33M
|
-$574K
|
-10,896
|
-7%
|
|
|
285
|
Eaton Vance Management
Boston,
Massachusetts
|
$7.25M
|
+$96.3K
|
+1,828
|
+1%
|
|
|
286
|
Community Financial Services Group
Newport,
Vermont
|
$7.18M
|
+$607K
|
+11,520
|
+10%
|
|
|
287
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.07M
|
+$820K
|
+15,560
|
+14%
|
|
|
288
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$7.05M
|
+$143K
|
+2,716
|
+2%
|
|
|
289
|
Shone Asset Management
Walnut Creek,
California
|
$7.03M
|
-$71.2K
|
-1,352
|
-1%
|
|
|
290
|
XML Financial
Bethesda,
Maryland
|
$6.99M
|
-$349K
|
-6,616
|
-5%
|
|
|
291
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$6.97M
|
-$966K
|
-18,328
|
-12%
|
|
|
292
|
Olympiad Research
Stamford,
Connecticut
|
$6.93M
|
+$4.49M
|
+85,212
|
+200%
|
|
|
293
|
Oppenheimer & Co
New York
|
$6.84M
|
-$130K
|
-2,464
|
-2%
|
|
|
294
|
Berry Group
Worcester,
Massachusetts
|
$6.82M
|
+$134K
|
+2,552
|
+2%
|
|
|
295
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$6.77M
|
-$103K
|
-1,952
|
-2%
|
|
|
296
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$6.75M
|
-$192K
|
-3,636
|
-3%
|
|
|
297
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$6.73M
|
-$9.9K
|
-188
|
-0.2%
|
|
|
298
|
Tompkins Financial
Ithaca,
New York
|
$6.72M
|
-$446K
|
-8,464
|
-6%
|
|
|
299
|
Parallel Advisors
San Francisco,
California
|
$6.72M
|
-$551K
|
-10,464
|
-8%
|
|
|
300
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.71M
|
–
|
–
|
–
|
|
