|
176
|
First Personal Financial Services
Charlotte,
North Carolina
|
$24K
|
+$4.98K
|
+393
|
+28%
|
|
|
177
|
|
$22K
|
+$3.61K
|
+285
|
+21%
|
|
|
178
|
Chevy Chase Trust
Bethesda,
Maryland
|
$22K
|
+$20.8K
|
+1,638
|
New
|
|
|
179
|
Community Bank
Dewitt,
New York
|
$17K
|
+$16.2K
|
+1,275
|
New
|
|
|
180
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
181
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$13K
|
–
|
–
|
–
|
|
|
182
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
183
|
Evensky & Katz
Coral Gables,
Florida
|
$12K
|
+$76
|
+6
|
+0.6%
|
|
|
184
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
-$19.2K
|
-1,518
|
-65%
|
|
|
185
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$9.02K
|
-$38
|
-3
|
-0.4%
|
|
|
186
|
Tarbox Family Office
Newport Beach,
California
|
$8K
|
–
|
–
|
–
|
|
|
187
|
Physicians Financial Services
Raleigh,
North Carolina
|
$8K
|
+$76
|
+6
|
+1%
|
|
|
188
|
Armbruster Capital Management
Pittsford,
New York
|
$7K
|
–
|
–
|
–
|
|
|
189
|
CapWealth Advisors
Franklin,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
190
|
SEI Investments
Oaks,
Pennsylvania
|
$6K
|
-$40.5K
|
-3,198
|
-88%
|
|
|
191
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$6K
|
-$5.02K
|
-396
|
-49%
|
|
|
192
|
Perigon Wealth Management
San Francisco,
California
|
$3K
|
+$2.85K
|
+225
|
New
|
|
|
193
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
+$3.23K
|
+255
|
New
|
|
|
194
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
195
|
Avior Wealth Management
Omaha,
Nebraska
|
$2K
|
+$1.52K
|
+120
|
New
|
|
|
196
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
–
|
–
|
–
|
|
|
197
|
Apriem Advisors
Irvine,
California
|
–
|
-$9.04M
|
-703,332
|
Closed
|
|
|
198
|
Curian Capital
Denver,
Colorado
|
–
|
-$3.64M
|
-283,119
|
Closed
|
|
|
199
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.86M
|
-146,412
|
Closed
|
|
|
200
|
|
–
|
-$1.31M
|
-102,222
|
Closed
|
|
