|
251
|
RHS Financial
San Francisco,
California
|
$2.56M
|
-$906K
|
-59,420
|
-27%
|
|
|
252
|
Roundview Capital
Princeton,
New Jersey
|
$2.55M
|
+$70.7K
|
+4,634
|
+3%
|
|
|
253
|
Port Capital
Chicago,
Illinois
|
$2.5M
|
+$457K
|
+30,000
|
+23%
|
|
|
254
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.45M
|
+$161K
|
+10,568
|
+7%
|
|
|
255
|
Merriman Wealth Management
Seattle,
Washington
|
$2.44M
|
-$688K
|
-45,122
|
-22%
|
|
|
256
|
Managed Account Services
Coconut Grove,
Florida
|
$2.37M
|
+$136K
|
+8,898
|
+6%
|
|
|
257
|
Wakefield Asset Management
Englewood,
Colorado
|
$2.36M
|
+$1.68K
|
+110
|
+0.1%
|
|
|
258
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$2.33M
|
-$285K
|
-18,690
|
-11%
|
|
|
259
|
Fort Point Capital Partners
San Francisco,
California
|
$2.32M
|
+$24.3K
|
+1,596
|
+1%
|
|
|
260
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.3M
|
-$117K
|
-7,646
|
-5%
|
|
|
261
|
Leisure Capital Management
Costa Mesa,
California
|
$2.26M
|
-$840K
|
-55,078
|
-28%
|
|
|
262
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.25M
|
+$196K
|
+12,852
|
+10%
|
|
|
263
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2.24M
|
-$265K
|
-17,360
|
-11%
|
|
|
264
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$2.23M
|
+$24.8K
|
+1,628
|
+1%
|
|
|
265
|
Reston Wealth Management
Reston,
Virginia
|
$2.23M
|
+$2.12M
|
+139,186
|
New
|
|
|
266
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.21M
|
-$1.73M
|
-113,714
|
-45%
|
|
|
267
|
Successful Portfolios
Clearwater,
Florida
|
$2.2M
|
+$199K
|
+13,022
|
+10%
|
|
|
268
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$2.16M
|
+$209K
|
+13,688
|
+11%
|
|
|
269
|
Strategic Financial Services
Utica,
New York
|
$2.13M
|
+$534K
|
+35,004
|
+35%
|
|
|
270
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.13M
|
+$11.5K
|
+752
|
+0.6%
|
|
|
271
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$2.12M
|
+$179K
|
+11,726
|
+9%
|
|
|
272
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.1M
|
-$9.01M
|
-591,162
|
-81%
|
|
|
273
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$2.07M
|
+$385K
|
+25,230
|
+24%
|
|
|
274
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.06M
|
+$146K
|
+9,560
|
+8%
|
|
|
275
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$2.06M
|
+$38.7K
|
+2,538
|
+2%
|
|
