|
151
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.66M
|
+$86.3K
|
+3,331
|
+5%
|
|
|
152
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.63M
|
+$721K
|
+27,834
|
+78%
|
|
|
153
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$1.62M
|
+$33.3K
|
+1,284
|
+2%
|
|
|
154
|
Managed Account Services
Coconut Grove,
Florida
|
$1.6M
|
+$119K
|
+4,599
|
+7%
|
|
|
155
|
Regent Investment Management
Louisville,
Kentucky
|
$1.6M
|
+$32.9K
|
+1,270
|
+2%
|
|
|
156
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.59M
|
+$102K
|
+3,929
|
+7%
|
|
|
157
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1.58M
|
-$8.99K
|
-347
|
-0.6%
|
|
|
158
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$1.56M
|
-$45.3K
|
-1,750
|
-3%
|
|
|
159
|
Alesco Advisors
Pittsford,
New York
|
$1.52M
|
+$50K
|
+1,931
|
+3%
|
|
|
160
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.5M
|
+$50.2K
|
+1,938
|
+3%
|
|
|
161
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$1.49M
|
-$3.4M
|
-131,267
|
-69%
|
|
|
162
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.48M
|
+$1.25M
|
+48,425
|
+529%
|
|
|
163
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.43M
|
-$49.7K
|
-1,919
|
-3%
|
|
|
164
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.39M
|
+$139K
|
+5,371
|
+11%
|
|
|
165
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.39M
|
+$212K
|
+8,194
|
+18%
|
|
|
166
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$1.36M
|
+$219K
|
+8,451
|
+19%
|
|
|
167
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.35M
|
+$176K
|
+6,778
|
+15%
|
|
|
168
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.32M
|
+$1.33M
|
+51,450
|
New
|
|
|
169
|
Pension Partners
New York
|
$1.32M
|
+$1.33M
|
+51,450
|
New
|
|
|
170
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.32M
|
+$114K
|
+4,382
|
+9%
|
|
|
171
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.28M
|
+$90.1K
|
+3,479
|
+8%
|
|
|
172
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
173
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.27M
|
-$6.76K
|
-261
|
-0.5%
|
|
|
174
|
People's United Financial
Bridgeport,
Connecticut
|
$1.26M
|
-$385K
|
-14,844
|
-23%
|
|
|
175
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.24M
|
-$31.3K
|
-1,210
|
-2%
|
|
