|
151
|
Sanford Advisory Services
Portage,
Michigan
|
$727K
|
+$19.3K
|
+209
|
+3%
|
|
|
152
|
Zevin Asset Management
Boston,
Massachusetts
|
$726K
|
–
|
–
|
–
|
|
|
153
|
Members Trust
Tampa,
Florida
|
$723K
|
–
|
–
|
–
|
|
|
154
|
Equitable Holdings
New York
|
$720K
|
+$109K
|
+1,180
|
+19%
|
|
|
155
|
Rollins Financial
Atlanta,
Georgia
|
$716K
|
+$102K
|
+1,105
|
+17%
|
|
|
156
|
Arkos Global Advisors
Houston,
Texas
|
$684K
|
-$14.9K
|
-161
|
-2%
|
|
|
157
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$680K
|
+$61.1K
|
+661
|
+10%
|
|
|
158
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$659K
|
+$3.88K
|
+42
|
+0.6%
|
|
|
159
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$651K
|
+$1.2K
|
+13
|
+0.2%
|
|
|
160
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$648K
|
–
|
–
|
–
|
|
|
161
|
Western Wealth Management
Golden,
Colorado
|
$645K
|
+$1.02K
|
+11
|
+0.2%
|
|
|
162
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$638K
|
-$16.6K
|
-180
|
-3%
|
|
|
163
|
Parsons Capital Management
Providence,
Rhode Island
|
$636K
|
+$29.4K
|
+318
|
+5%
|
|
|
164
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$631K
|
–
|
–
|
–
|
|
|
165
|
Portland Global Advisors
Portland,
Maine
|
$626K
|
–
|
–
|
–
|
|
|
166
|
Arax Advisory Partners
Denver,
Colorado
|
$623K
|
+$604K
|
+6,525
|
New
|
|
|
167
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$621K
|
+$57.5K
|
+622
|
+11%
|
|
|
168
|
Belpointe Asset Management
Reno,
Nevada
|
$618K
|
-$370
|
-4
|
-0.1%
|
|
|
169
|
Bell Bank
Fargo,
North Dakota
|
$617K
|
-$34.6K
|
-374
|
-5%
|
|
|
170
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$617K
|
+$60.2K
|
+651
|
+11%
|
|
|
171
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$615K
|
-$10.1K
|
-109
|
-2%
|
|
|
172
|
Bank of New York Mellon
New York
|
$611K
|
–
|
–
|
–
|
|
|
173
|
Oxford Financial Group
Carmel,
Indiana
|
$594K
|
–
|
–
|
–
|
|
|
174
|
Opal Wealth Advisors
Jericho,
New York
|
$576K
|
-$19K
|
-205
|
-3%
|
|
|
175
|
Pathstone Family Office
Englewood,
New Jersey
|
$574K
|
+$1.2K
|
+13
|
+0.2%
|
|
