|
126
|
AllSquare Wealth Management
Albany,
New York
|
$1.92M
|
+$101K
|
+3,673
|
+6%
|
|
|
127
|
|
$1.9M
|
+$57.9K
|
+2,100
|
+3%
|
|
|
128
|
Managed Account Services
Coconut Grove,
Florida
|
$1.85M
|
+$1.9K
|
+69
|
+0.1%
|
|
|
129
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1.8M
|
+$27.5K
|
+996
|
+2%
|
|
|
130
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$1.75M
|
-$294K
|
-10,651
|
-15%
|
|
|
131
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$1.74M
|
+$1.72M
|
+62,424
|
New
|
|
|
132
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.73M
|
-$24K
|
-870
|
-1%
|
|
|
133
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.71M
|
+$237K
|
+8,587
|
+16%
|
|
|
134
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.7M
|
+$39.1K
|
+1,419
|
+2%
|
|
|
135
|
Alesco Advisors
Pittsford,
New York
|
$1.68M
|
-$9.02K
|
-327
|
-0.5%
|
|
|
136
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.64M
|
+$353K
|
+12,802
|
+28%
|
|
|
137
|
Regent Investment Management
Louisville,
Kentucky
|
$1.63M
|
+$244K
|
+8,850
|
+18%
|
|
|
138
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.62M
|
+$76.4K
|
+2,770
|
+5%
|
|
|
139
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$1.6M
|
+$77.2K
|
+2,800
|
+5%
|
|
|
140
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.6M
|
+$5.93K
|
+215
|
+0.4%
|
|
|
141
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.59M
|
+$1.57M
|
+57,072
|
New
|
|
|
142
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.55M
|
+$22.8K
|
+827
|
+2%
|
|
|
143
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.49M
|
+$57.3K
|
+2,078
|
+4%
|
|
|
144
|
Confluence Wealth Management
Portland,
Oregon
|
$1.46M
|
+$211K
|
+7,658
|
+17%
|
|
|
145
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.45M
|
+$67.8K
|
+2,459
|
+5%
|
|
|
146
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.45M
|
+$142K
|
+5,133
|
+11%
|
|
|
147
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.43M
|
+$781K
|
+28,310
|
+125%
|
|
|
148
|
Stockman Wealth Management
Billings,
Montana
|
$1.4M
|
+$236K
|
+8,559
|
+21%
|
|
|
149
|
|
$1.4M
|
–
|
–
|
–
|
|
|
150
|
Strategic Advisors
New York
|
$1.4M
|
+$1.15M
|
+41,768
|
+513%
|
|
