|
501
|
Penobscot Investment Management
Boston,
Massachusetts
|
$201K
|
-$6.25K
|
-50
|
-3%
|
|
|
502
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$201K
|
+$200K
|
+1,602
|
New
|
|
|
503
|
WealthPLAN Partners
Omaha,
Nebraska
|
$200K
|
-$6.13K
|
-49
|
-3%
|
|
|
504
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$200K
|
+$25K
|
+200
|
+14%
|
|
|
505
|
DDD Partners
Bellevue,
Washington
|
$200K
|
+$199K
|
+1,591
|
New
|
|
|
506
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$193K
|
+$1.25K
|
+10
|
+0.7%
|
|
|
507
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$189K
|
+$187K
|
+1,500
|
New
|
|
|
508
|
Focused Wealth Management
Newburgh,
New York
|
$182K
|
-$162K
|
-1,298
|
-47%
|
|
|
509
|
Parallel Advisors
San Francisco,
California
|
$181K
|
–
|
–
|
–
|
|
|
510
|
Manchester Capital Management
Manchester,
Vermont
|
$176K
|
–
|
–
|
–
|
|
|
511
|
Private Capital Group
West Hartford,
Connecticut
|
$176K
|
+$175K
|
+1,399
|
New
|
|
|
512
|
Monroe Bank & Trust
Monroe,
Michigan
|
$175K
|
+$174K
|
+1,395
|
New
|
|
|
513
|
Raffa Wealth Management
Washington,
District of Columbia
|
$171K
|
+$1.63K
|
+13
|
+1%
|
|
|
514
|
Cassaday & Co
Mclean,
Virginia
|
$165K
|
+$44.9K
|
+359
|
+38%
|
|
|
515
|
TCI Wealth Advisors
Tucson,
Arizona
|
$163K
|
+$24K
|
+192
|
+17%
|
|
|
516
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$161K
|
+$28.5K
|
+228
|
+22%
|
|
|
517
|
Allworth Financial
Folsom,
California
|
$158K
|
–
|
–
|
–
|
|
|
518
|
RBC Europe
London,
United Kingdom
|
$154K
|
–
|
–
|
–
|
|
|
519
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$153K
|
–
|
–
|
–
|
|
|
520
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$148K
|
–
|
–
|
–
|
|
|
521
|
Advisornet Financial
Minnetonka,
Minnesota
|
$147K
|
+$146K
|
+1,171
|
New
|
|
|
522
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$142K
|
+$99.9K
|
+799
|
+241%
|
|
|
523
|
Summit Trail Advisors
New York
|
$139K
|
+$138K
|
+1,107
|
New
|
|
|
524
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$132K
|
–
|
–
|
–
|
|
|
525
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$124K
|
–
|
–
|
–
|
|
