|
201
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.21M
|
–
|
–
|
–
|
|
|
202
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.21M
|
-$118K
|
-7,017
|
-9%
|
|
|
203
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.2M
|
-$44.9K
|
-2,670
|
-4%
|
|
|
204
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.2M
|
+$202K
|
+12,009
|
+21%
|
|
|
205
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.19M
|
-$267K
|
-15,894
|
-19%
|
|
|
206
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.17M
|
-$32.9K
|
-1,956
|
-3%
|
|
|
207
|
Atria Investments
Charlotte,
North Carolina
|
$1.16M
|
+$604K
|
+35,901
|
+118%
|
|
|
208
|
Bank of New York Mellon
New York
|
$1.13M
|
-$107K
|
-6,375
|
-9%
|
|
|
209
|
Wills Financial Group
Richmond,
Virginia
|
$1.12M
|
+$13.4K
|
+798
|
+1%
|
|
|
210
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.12M
|
+$103K
|
+6,153
|
+11%
|
|
|
211
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.12M
|
-$7.42K
|
-441
|
-0.7%
|
|
|
212
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.12M
|
-$45.1K
|
-2,685
|
-4%
|
|
|
213
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.1M
|
+$65.8K
|
+3,912
|
+7%
|
|
|
214
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.08M
|
+$191K
|
+11,337
|
+22%
|
|
|
215
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.07M
|
-$25.4K
|
-1,512
|
-2%
|
|
|
216
|
Hamel Associates
Chatham,
New Jersey
|
$1.06M
|
-$972K
|
-57,786
|
-49%
|
|
|
217
|
GHP Investment Advisors
Denver,
Colorado
|
$1.05M
|
-$454
|
-27
|
-0%
|
|
|
218
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.04M
|
–
|
–
|
–
|
|
|
219
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$1.04M
|
-$4.74M
|
-281,748
|
-82%
|
|
|
220
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$1.04M
|
-$4.74M
|
-281,748
|
-82%
|
|
|
221
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.03M
|
+$627K
|
+37,260
|
+168%
|
|
|
222
|
WBH Advisory
Baltimore,
Maryland
|
$1.03M
|
+$152K
|
+9,060
|
+18%
|
|
|
223
|
Tower Research Capital (TRC)
New York
|
$1.01M
|
-$1.02M
|
-60,579
|
-51%
|
|
|
224
|
Western Wealth Management
Golden,
Colorado
|
$1.01M
|
+$58.8K
|
+3,495
|
+6%
|
|
|
225
|
Weaver Consulting Group
Huntington Beach,
California
|
$1M
|
+$960K
|
+57,081
|
New
|
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