|
151
|
Well Done LLC
Holland,
Michigan
|
$1.6M
|
+$410K
|
+14,916
|
+32%
|
|
|
152
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$1.6M
|
-$12.7K
|
-461
|
-0.7%
|
|
|
153
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.59M
|
+$7.37K
|
+268
|
+0.4%
|
|
|
154
|
Regent Investment Management
Louisville,
Kentucky
|
$1.57M
|
+$51.9K
|
+1,888
|
+3%
|
|
|
155
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.53M
|
+$103K
|
+3,738
|
+7%
|
|
|
156
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.49M
|
-$178K
|
-6,479
|
-10%
|
|
|
157
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.49M
|
+$37.1K
|
+1,350
|
+2%
|
|
|
158
|
Alesco Advisors
Pittsford,
New York
|
$1.49M
|
-$10.3K
|
-373
|
-0.6%
|
|
|
159
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.48M
|
+$98.3K
|
+3,577
|
+7%
|
|
|
160
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.46M
|
+$36.3K
|
+1,322
|
+2%
|
|
|
161
|
Confluence Wealth Management
Portland,
Oregon
|
$1.44M
|
-$226K
|
-8,223
|
-13%
|
|
|
162
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.41M
|
-$127K
|
-4,620
|
-8%
|
|
|
163
|
Mission Wealth Management
Santa Barbara,
California
|
$1.38M
|
+$569K
|
+20,715
|
+64%
|
|
|
164
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.36M
|
+$92.7K
|
+3,372
|
+7%
|
|
|
165
|
WBH Advisory
Baltimore,
Maryland
|
$1.3M
|
+$106K
|
+3,871
|
+8%
|
|
|
166
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.29M
|
-$137K
|
-4,976
|
-9%
|
|
|
167
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$1.29M
|
-$20K
|
-727
|
-1%
|
|
|
168
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.28M
|
+$401K
|
+14,578
|
+42%
|
|
|
169
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.27M
|
-$5.17K
|
-188
|
-0.4%
|
|
|
170
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.27M
|
-$5.17K
|
-188
|
-0.4%
|
|
|
171
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.26M
|
-$590K
|
-21,456
|
-31%
|
|
|
172
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.22M
|
-$715
|
-26
|
-0.1%
|
|
|
173
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.2M
|
+$168K
|
+6,120
|
+15%
|
|
|
174
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.19M
|
+$186K
|
+6,777
|
+17%
|
|
|
175
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.19M
|
-$170K
|
-6,200
|
-12%
|
|
