|
101
|
Genesee Capital Advisors
Auburn,
New York
|
$14.1M
|
-$73.8K
|
-4,530
|
-0.5%
|
|
|
102
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.1M
|
+$575K
|
+35,295
|
+5%
|
|
|
103
|
TrinityPoint Wealth
Milford,
Connecticut
|
$14M
|
+$467K
|
+28,641
|
+4%
|
|
|
104
|
Ashford Advisors
Pittsford,
New York
|
$14M
|
–
|
–
|
–
|
|
|
105
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$13.9M
|
+$386K
|
+23,685
|
+3%
|
|
|
106
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$13.8M
|
-$9.1K
|
-558
|
-0.1%
|
|
|
107
|
Tanglewood Wealth Management
Houston,
Texas
|
$13.5M
|
+$2.3M
|
+140,955
|
+22%
|
|
|
108
|
PrairieView Partners
St. Paul,
Minnesota
|
$13.1M
|
-$713K
|
-43,764
|
-5%
|
|
|
109
|
|
$12.9M
|
-$198K
|
-12,162
|
-2%
|
|
|
110
|
Lodestar Private Asset Management
Alamo,
California
|
$12.9M
|
-$381K
|
-23,403
|
-3%
|
|
|
111
|
Harbour Investments
Madison,
Wisconsin
|
$12.9M
|
+$615K
|
+37,713
|
+5%
|
|
|
112
|
Roundview Capital
Princeton,
New Jersey
|
$12.6M
|
+$1.27K
|
+78
|
+0%
|
|
|
113
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$12.4M
|
-$222K
|
-13,596
|
-2%
|
|
|
114
|
Tradition Wealth Management
Edina,
Minnesota
|
$12.1M
|
+$234K
|
+14,385
|
+2%
|
|
|
115
|
Spinnaker Investment Group
Newport Beach,
California
|
$12M
|
-$491K
|
-30,120
|
-4%
|
|
|
116
|
Libra Wealth
Los Gatos,
California
|
$11.6M
|
+$2.43M
|
+148,764
|
+28%
|
|
|
117
|
Valicenti Advisory Services
Elmira,
New York
|
$11.6M
|
+$4.67M
|
+286,368
|
+74%
|
|
|
118
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11.6M
|
-$95.3K
|
-5,844
|
-0.9%
|
|
|
119
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$11.5M
|
-$32.7K
|
-2,004
|
-0.3%
|
|
|
120
|
Intelligence Driven Advisers
Carlsbad,
California
|
$11.5M
|
-$936K
|
-57,411
|
-8%
|
|
|
121
|
SigFig Wealth Management
San Francisco,
California
|
$11.2M
|
-$146K
|
-8,931
|
-1%
|
|
|
122
|
Vista Capital Partners
Portland,
Oregon
|
$10.6M
|
-$137K
|
-8,394
|
-1%
|
|
|
123
|
Stifel Financial
St. Louis,
Missouri
|
$10.6M
|
+$9.12M
|
+559,650
|
+996%
|
|
|
124
|
Passive Capital Management
Baltimore,
Maryland
|
$10.5M
|
+$44.3K
|
+2,718
|
+0.4%
|
|
|
125
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$10.5M
|
+$1.92M
|
+117,687
|
+24%
|
|
