|
176
|
GSB Wealth Management
Guilford,
Connecticut
|
$2.75M
|
-$499K
|
-19,109
|
-15%
|
|
|
177
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.74M
|
+$69.7K
|
+2,669
|
+3%
|
|
|
178
|
Asset Management Group
Stamford,
Connecticut
|
$2.71M
|
+$8.05K
|
+308
|
+0.3%
|
|
|
179
|
New York Life Investment Management
New York
|
$2.62M
|
+$2.69M
|
+103,102
|
New
|
|
|
180
|
Bensler
Bellevue,
Washington
|
$2.55M
|
-$70.7K
|
-2,705
|
-3%
|
|
|
181
|
Roundview Capital
Princeton,
New Jersey
|
$2.5M
|
-$56.9K
|
-2,178
|
-2%
|
|
|
182
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.5M
|
+$1.39K
|
+53
|
+0.1%
|
|
|
183
|
Lee Financial
Dallas,
Texas
|
$2.49M
|
-$769K
|
-29,411
|
-23%
|
|
|
184
|
|
$2.48M
|
-$201K
|
-7,710
|
-7%
|
|
|
185
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$2.4M
|
+$24.6K
|
+943
|
+1%
|
|
|
186
|
Orcam Financial Group
Encinitas,
California
|
$2.34M
|
-$105K
|
-4,026
|
-4%
|
|
|
187
|
Blankinship & Foster
Solana Beach,
California
|
$2.33M
|
+$4.73K
|
+181
|
+0.2%
|
|
|
188
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$2.3M
|
-$12.4K
|
-474
|
-0.5%
|
|
|
189
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$2.27M
|
-$448K
|
-17,150
|
-16%
|
|
|
190
|
AllSquare Wealth Management
Albany,
New York
|
$2.25M
|
+$39.2K
|
+1,500
|
+2%
|
|
|
191
|
Global Financial Private Client
Sarasota,
Florida
|
$2.25M
|
-$432K
|
-16,515
|
-16%
|
|
|
192
|
FIDELIS iM
Medford,
Oregon
|
$2.22M
|
-$365K
|
-13,962
|
-14%
|
|
|
193
|
WealthShield Partners
Cary,
North Carolina
|
$2.21M
|
-$93.7K
|
-3,585
|
-4%
|
|
|
194
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.2M
|
+$2.26M
|
+86,610
|
New
|
|
|
195
|
Reston Wealth Management
Reston,
Virginia
|
$2.18M
|
-$104K
|
-3,993
|
-4%
|
|
|
196
|
Mission Wealth Management
Santa Barbara,
California
|
$2.12M
|
+$51.1K
|
+1,956
|
+2%
|
|
|
197
|
Regent Investment Management
Louisville,
Kentucky
|
$2.11M
|
-$17.2K
|
-658
|
-0.8%
|
|
|
198
|
Tortoise Investment Management
White Plains,
New York
|
$2.07M
|
+$646K
|
+24,719
|
+43%
|
|
|
199
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2.06M
|
-$74.5K
|
-2,852
|
-3%
|
|
|
200
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.05M
|
-$2.76M
|
-105,692
|
-57%
|
|
