|
151
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$14.5M
|
–
|
–
|
–
|
|
|
152
|
Legacy Private Trust
Neenah,
Wisconsin
|
$14.4M
|
-$314K
|
-15,886
|
-2%
|
|
|
153
|
Guardian Financial Partners
Orange,
California
|
$14.2M
|
-$59.6K
|
-3,014
|
-0.4%
|
|
|
154
|
WBH Advisory
Baltimore,
Maryland
|
$14M
|
+$383K
|
+19,346
|
+3%
|
|
|
155
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$13.8M
|
+$247K
|
+12,482
|
+2%
|
|
|
156
|
MYeCFO
La Jolla,
California
|
$13.7M
|
-$208K
|
-10,500
|
-2%
|
|
|
157
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$13.6M
|
+$892K
|
+45,126
|
+7%
|
|
|
158
|
Bristlecone Advisors
Bellevue,
Washington
|
$13.6M
|
-$358K
|
-18,092
|
-3%
|
|
|
159
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$13.5M
|
-$107K
|
-5,428
|
-0.8%
|
|
|
160
|
Matthew Hamilton Rosenberg
|
$13.4M
|
+$2.17M
|
+109,744
|
+20%
|
|
|
161
|
Kickstand Ventures
Pittsford,
New York
|
$13.4M
|
+$971K
|
+49,090
|
+8%
|
|
|
162
|
Waverly Advisors
Birmingham,
Alabama
|
$13.4M
|
-$853K
|
-43,114
|
-6%
|
|
|
163
|
Blue Barn Wealth
Orem,
Utah
|
$13.3M
|
+$595K
|
+30,098
|
+5%
|
|
|
164
|
Libra Wealth
Los Gatos,
California
|
$13.3M
|
-$30.4K
|
-1,538
|
-0.2%
|
|
|
165
|
Lido Advisors
Los Angeles,
California
|
$13.2M
|
-$1.3M
|
-65,598
|
-9%
|
|
|
166
|
Operose Advisors
Milwaukee,
Wisconsin
|
$13.1M
|
+$2.29M
|
+115,684
|
+22%
|
|
|
167
|
Fort Point Capital Partners
San Francisco,
California
|
$13.1M
|
+$597K
|
+30,188
|
+5%
|
|
|
168
|
GSB Wealth Management
Guilford,
Connecticut
|
$13M
|
+$652K
|
+32,978
|
+5%
|
|
|
169
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.9M
|
+$1.31M
|
+66,230
|
+12%
|
|
|
170
|
CCG Wealth Management
San Diego,
California
|
$12.8M
|
+$119K
|
+6,020
|
+1%
|
|
|
171
|
Meridian Wealth Management
Lexington,
Kentucky
|
$12.7M
|
+$12.2M
|
+616,704
|
New
|
|
|
172
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$12.7M
|
+$830K
|
+41,992
|
+7%
|
|
|
173
|
Noble Family Wealth
Clearwater,
Florida
|
$12.4M
|
+$87.9K
|
+4,444
|
+0.7%
|
|
|
174
|
SWS Partners
Columbus,
Ohio
|
$12M
|
+$180K
|
+9,088
|
+2%
|
|
|
175
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$11.9M
|
-$257K
|
-13,012
|
-2%
|
|
