|
201
|
Trek Financial
Scottsdale,
Arizona
|
$1.38M
|
+$1.67M
|
+66,762
|
New
|
|
|
202
|
Laidlaw Wealth Management
New York City,
New York
|
$1.37M
|
+$646K
|
+25,830
|
+64%
|
|
|
203
|
First National Corp
Rockland,
Massachusetts
|
$1.37M
|
-$6.81M
|
-272,085
|
-89%
|
|
|
204
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.36M
|
+$724K
|
+28,945
|
+79%
|
|
|
205
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.35M
|
–
|
–
|
–
|
|
|
206
|
Rakuten Investment Management
Tokyo,
Japan
|
$1.34M
|
+$230K
|
+9,200
|
+16%
|
|
|
207
|
Focused Wealth Management
Newburgh,
New York
|
$1.33M
|
-$35.4M
|
-1,417,067
|
-96%
|
|
|
208
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.32M
|
+$9.53K
|
+381
|
+0.6%
|
|
|
209
|
Tortoise Investment Management
White Plains,
New York
|
$1.31M
|
+$696K
|
+27,823
|
+78%
|
|
|
210
|
Versant Capital Management
Phoenix,
Arizona
|
$1.31M
|
-$1.79M
|
-71,596
|
-53%
|
|
|
211
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.3M
|
+$1.57M
|
+62,901
|
New
|
|
|
212
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.3M
|
+$155K
|
+6,189
|
+11%
|
|
|
213
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$1.29M
|
-$60K
|
-2,400
|
-5%
|
|
|
214
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$1.29M
|
-$75.9K
|
-3,033
|
-5%
|
|
|
215
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.28M
|
+$97K
|
+3,879
|
+7%
|
|
|
216
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.28M
|
+$19K
|
+759
|
+1%
|
|
|
217
|
Grimes & Company
Westborough,
Massachusetts
|
$1.28M
|
-$1.96M
|
-78,535
|
-56%
|
|
|
218
|
Avantax Advisory Services
Dallas,
Texas
|
$1.27M
|
+$1.54M
|
+61,404
|
New
|
|
|
219
|
Managed Account Services
Coconut Grove,
Florida
|
$1.24M
|
-$168K
|
-6,699
|
-10%
|
|
|
220
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.24M
|
+$145K
|
+5,791
|
+11%
|
|
|
221
|
Ancora Advisors
Cleveland,
Ohio
|
$1.22M
|
-$84.1K
|
-3,364
|
-5%
|
|
|
222
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.2M
|
-$241K
|
-9,617
|
-71%
|
|
|
223
|
Trellis Advisors
Ellensburg,
Washington
|
$1.19M
|
+$308K
|
+12,313
|
+27%
|
|
|
224
|
Abbrea Capital
Greenbrae,
California
|
$1.17M
|
+$1.41M
|
+56,474
|
New
|
|
|
225
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.17M
|
-$131K
|
-5,225
|
-8%
|
|
