|
201
|
Rollins Financial Advisors
New York City,
New York
|
$776K
|
–
|
–
|
–
|
|
|
202
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$767K
|
-$39.9K
|
-288
|
-5%
|
|
|
203
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$765K
|
–
|
–
|
–
|
|
|
204
|
Brio Consultants
San Francisco,
California
|
$751K
|
+$62.9K
|
+454
|
+10%
|
|
|
205
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$750K
|
+$41K
|
+296
|
+6%
|
|
|
206
|
WealthShield Partners
Cary,
North Carolina
|
$738K
|
-$112K
|
-810
|
-13%
|
|
|
207
|
Red Reef Advisors
Boca Raton,
Florida
|
$718K
|
-$3.6K
|
-26
|
-0.5%
|
|
|
208
|
Silverlake Wealth Management
Williston,
Vermont
|
$716K
|
-$28K
|
-202
|
-4%
|
|
|
209
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$713K
|
–
|
–
|
–
|
|
|
210
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$704K
|
+$22.9K
|
+165
|
+3%
|
|
|
211
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$700K
|
-$14.4K
|
-104
|
-2%
|
|
|
212
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$698K
|
+$733K
|
+5,288
|
New
|
|
|
213
|
Harbour Investments
Madison,
Wisconsin
|
$695K
|
+$371K
|
+2,679
|
+104%
|
|
|
214
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$692K
|
-$454K
|
-3,272
|
-38%
|
|
|
215
|
Parsons Capital Management
Providence,
Rhode Island
|
$692K
|
-$25.2K
|
-182
|
-3%
|
|
|
216
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$690K
|
-$3.33K
|
-24
|
-0.5%
|
|
|
217
|
Modera Wealth Management
Westwood,
New Jersey
|
$687K
|
–
|
–
|
–
|
|
|
218
|
Natural Investments
Windsor,
California
|
$685K
|
-$86.4K
|
-623
|
-11%
|
|
|
219
|
EP Wealth Advisors
Torrance,
California
|
$678K
|
+$14.1K
|
+102
|
+2%
|
|
|
220
|
Savvy Advisors Inc
New York
|
$674K
|
+$73.9K
|
+533
|
+12%
|
|
|
221
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$670K
|
–
|
–
|
–
|
|
|
222
|
Fiduciary Trust
Boston,
Massachusetts
|
$668K
|
-$1.39K
|
-10
|
-0.2%
|
|
|
223
|
Merit Financial Group
Alpharetta,
Georgia
|
$667K
|
-$20.5K
|
-148
|
-3%
|
|
|
224
|
AGF Management
Toronto,
Ontario, Canada
|
$661K
|
–
|
–
|
–
|
|
|
225
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$661K
|
–
|
–
|
–
|
|
