|
201
|
Roundview Capital
Princeton,
New Jersey
|
$2.55M
|
+$41.1K
|
+2,468
|
+2%
|
|
|
202
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2.53M
|
+$124K
|
+7,456
|
+5%
|
|
|
203
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.44M
|
-$11.9K
|
-716
|
-0.5%
|
|
|
204
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$2.36M
|
+$174K
|
+10,448
|
+8%
|
|
|
205
|
Mission Wealth Management
Santa Barbara,
California
|
$2.31M
|
+$601K
|
+36,108
|
+36%
|
|
|
206
|
Wakefield Asset Management
Englewood,
Colorado
|
$2.3M
|
+$2.28M
|
+137,194
|
New
|
|
|
207
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$2.3M
|
+$19.6K
|
+1,180
|
+0.9%
|
|
|
208
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$2.3M
|
+$359K
|
+21,596
|
+19%
|
|
|
209
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.29M
|
+$16.6K
|
+1,000
|
+0.7%
|
|
|
210
|
Founders Capital Management (Texas)
Houston,
Texas
|
$2.25M
|
-$278K
|
-16,680
|
-11%
|
|
|
211
|
Leisure Capital Management
Costa Mesa,
California
|
$2.24M
|
+$457K
|
+27,446
|
+26%
|
|
|
212
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.2M
|
+$273K
|
+16,386
|
+14%
|
|
|
213
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.18M
|
+$1.11M
|
+66,594
|
+105%
|
|
|
214
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.13M
|
-$490K
|
-29,468
|
-19%
|
|
|
215
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.13M
|
-$490K
|
-29,468
|
-19%
|
|
|
216
|
ACG Wealth
Atlanta,
Georgia
|
$2.1M
|
-$25.6K
|
-1,540
|
-1%
|
|
|
217
|
Managed Account Services
Coconut Grove,
Florida
|
$2.1M
|
+$62.1K
|
+3,730
|
+3%
|
|
|
218
|
Cypress Wealth Services
Palm Desert,
California
|
$2.1M
|
+$179K
|
+10,784
|
+9%
|
|
|
219
|
Asset Dedication LLC
San Francisco,
California
|
$2.03M
|
+$502K
|
+30,152
|
+33%
|
|
|
220
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$2.03M
|
+$276K
|
+16,586
|
+16%
|
|
|
221
|
|
$2M
|
–
|
–
|
–
|
|
|
222
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.99M
|
+$343K
|
+20,622
|
+21%
|
|
|
223
|
Successful Portfolios
Clearwater,
Florida
|
$1.91M
|
-$115K
|
-6,930
|
-6%
|
|
|
224
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.89M
|
+$38.1K
|
+2,288
|
+2%
|
|
|
225
|
|
$1.88M
|
-$16.7K
|
-1,004
|
-0.9%
|
|
