|
201
|
Independent Family Office
Albany,
New York
|
$692K
|
–
|
–
|
–
|
|
|
202
|
Patten Group
Chattanooga,
Tennessee
|
$691K
|
+$47.5K
|
+946
|
+7%
|
|
|
203
|
PRW Wealth Management
Quincy,
Massachusetts
|
$691K
|
+$691K
|
+13,773
|
New
|
|
|
204
|
NTV Asset Management
Charleston,
West Virginia
|
$662K
|
-$60.3K
|
-1,201
|
-8%
|
|
|
205
|
Bank of New York Mellon
New York
|
$635K
|
+$342K
|
+6,823
|
+117%
|
|
|
206
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$630K
|
+$90.3K
|
+1,800
|
+17%
|
|
|
207
|
Tradition Wealth Management
Edina,
Minnesota
|
$629K
|
+$37.8K
|
+753
|
+6%
|
|
|
208
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$607K
|
-$19.3K
|
-385
|
-3%
|
|
|
209
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$598K
|
-$672K
|
-13,400
|
-53%
|
|
|
210
|
US Bancorp
Minneapolis,
Minnesota
|
$567K
|
–
|
–
|
–
|
|
|
211
|
Global Retirement Partners
San Rafael,
California
|
$559K
|
-$42.5K
|
-847
|
-7%
|
|
|
212
|
Next Financial Group
Houston,
Texas
|
$554K
|
-$164K
|
-3,269
|
-23%
|
|
|
213
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$541K
|
-$120K
|
-2,387
|
-18%
|
|
|
214
|
Foster & Motley
Cincinnati,
Ohio
|
$538K
|
+$52.7K
|
+1,051
|
+11%
|
|
|
215
|
Providence First Trust
Scottsdale,
Arizona
|
$529K
|
+$1K
|
+20
|
+0.2%
|
|
|
216
|
55I LLC
Boston,
Massachusetts
|
$528K
|
-$177K
|
-3,521
|
-25%
|
|
|
217
|
Howard Capital Management
Roswell,
Georgia
|
$518K
|
–
|
–
|
–
|
|
|
218
|
KeyBank National Association
Cleveland,
Ohio
|
$518K
|
–
|
–
|
–
|
|
|
219
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$506K
|
–
|
–
|
–
|
|
|
220
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$502K
|
–
|
–
|
–
|
|
|
221
|
TownSquare Capital
Provo,
Utah
|
$494K
|
–
|
–
|
–
|
|
|
222
|
FLC Capital Advisors
Palm Desert,
California
|
$487K
|
-$483K
|
-9,636
|
-50%
|
|
|
223
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$487K
|
-$123K
|
-2,442
|
-20%
|
|
|
224
|
Access Financial Services
Minneapolis,
Minnesota
|
$484K
|
+$211K
|
+4,202
|
+77%
|
|
|
225
|
EP Wealth Advisors
Torrance,
California
|
$483K
|
-$5.22K
|
-104
|
-1%
|
|
