|
176
|
55I LLC
Boston,
Massachusetts
|
$2.15M
|
-$7.08M
|
-286,466
|
-75%
|
|
|
177
|
MAI Capital Management
Independence,
Ohio
|
$2.08M
|
-$831K
|
-33,617
|
-27%
|
|
|
178
|
BCK Partners
Corning,
New York
|
$2.08M
|
-$396K
|
-16,020
|
-15%
|
|
|
179
|
Tortoise Investment Management
White Plains,
New York
|
$2.07M
|
+$271K
|
+10,967
|
+13%
|
|
|
180
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.07M
|
+$316K
|
+12,802
|
+16%
|
|
|
181
|
AllSquare Wealth Management
Albany,
New York
|
$2.04M
|
+$49K
|
+1,981
|
+2%
|
|
|
182
|
James J. Burns & Company
Melville,
New York
|
$2.03M
|
+$2.24M
|
+90,594
|
New
|
|
|
183
|
WealthShield Partners
Cary,
North Carolina
|
$2.02M
|
+$79.2K
|
+3,204
|
+4%
|
|
|
184
|
Orcam Financial Group
Encinitas,
California
|
$2.02M
|
-$49.4K
|
-2,000
|
-2%
|
|
|
185
|
New York Life Investment Management
New York
|
$2.01M
|
-$333K
|
-13,494
|
-13%
|
|
|
186
|
Fortis Capital Management
Bellevue,
Washington
|
$1.99M
|
+$406K
|
+16,438
|
+23%
|
|
|
187
|
Lee Financial
Dallas,
Texas
|
$1.98M
|
-$236K
|
-9,542
|
-10%
|
|
|
188
|
FIDELIS iM
Medford,
Oregon
|
$1.98M
|
+$21K
|
+850
|
+1%
|
|
|
189
|
Blankinship & Foster
Solana Beach,
California
|
$1.96M
|
-$104K
|
-4,198
|
-5%
|
|
|
190
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.96M
|
+$323K
|
+13,055
|
+18%
|
|
|
191
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$1.93M
|
-$207K
|
-8,375
|
-9%
|
|
|
192
|
RHS Financial
San Francisco,
California
|
$1.89M
|
+$284K
|
+11,506
|
+16%
|
|
|
193
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.88M
|
+$291K
|
+11,756
|
+16%
|
|
|
194
|
Von Berge Wealth Management Group
San Diego,
California
|
$1.87M
|
+$466K
|
+18,849
|
+29%
|
|
|
195
|
Regent Investment Management
Louisville,
Kentucky
|
$1.87M
|
+$2.22K
|
+90
|
+0.1%
|
|
|
196
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.86M
|
+$57.7K
|
+2,334
|
+3%
|
|
|
197
|
Global Financial Private Client
Sarasota,
Florida
|
$1.84M
|
-$202K
|
-8,187
|
-9%
|
|
|
198
|
Bell Investment Advisors
Oakland,
California
|
$1.83M
|
+$317K
|
+12,848
|
+19%
|
|
|
199
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$1.83M
|
-$199K
|
-8,034
|
-9%
|
|
|
200
|
Grimes & Company
Westborough,
Massachusetts
|
$1.81M
|
+$93K
|
+3,762
|
+5%
|
|
