|
176
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$17M
|
-$139K
|
-1,723
|
-0.8%
|
|
|
177
|
TAGStone Capital
Charlotte,
North Carolina
|
$17M
|
-$1.51M
|
-18,700
|
-8%
|
|
|
178
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.9M
|
+$635K
|
+7,851
|
+4%
|
|
|
179
|
Congress Wealth Management
Boston,
Massachusetts
|
$16.9M
|
+$16.4M
|
+202,571
|
+4,134%
|
|
|
180
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$16.9M
|
+$150K
|
+1,858
|
+0.9%
|
|
|
181
|
Crews Bank & Trust
Wauchula,
Florida
|
$16.6M
|
+$280K
|
+3,463
|
+2%
|
|
|
182
|
First National Trust
Hermitage,
Pennsylvania
|
$16.5M
|
+$1.07M
|
+13,209
|
+7%
|
|
|
183
|
GoalFusion Wealth Management
Austin,
Texas
|
$16.5M
|
+$102K
|
+1,263
|
+0.6%
|
|
|
184
|
West Financial Advisors
Des Moines,
Iowa
|
$16M
|
+$436K
|
+5,392
|
+3%
|
|
|
185
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$15.7M
|
+$634K
|
+7,833
|
+4%
|
|
|
186
|
Summit Asset Management
Memphis,
Tennessee
|
$15.7M
|
+$664K
|
+8,209
|
+4%
|
|
|
187
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$15.5M
|
+$15M
|
+185,170
|
+3,993%
|
|
|
188
|
Hall Capital Management
Barrington,
Rhode Island
|
$15.2M
|
+$2.11M
|
+26,027
|
+16%
|
|
|
189
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$15.2M
|
+$1.3M
|
+16,033
|
+9%
|
|
|
190
|
Iron Horse Wealth Management
Johston,
Iowa
|
$15.1M
|
-$8.14M
|
-100,571
|
-35%
|
|
|
191
|
Great Lakes Retirement
Sandusky,
Ohio
|
$15M
|
+$448K
|
+5,540
|
+3%
|
|
|
192
|
Financial Engines Advisors
Santa Clara,
California
|
$15M
|
-$5.75M
|
-71,137
|
-28%
|
|
|
193
|
Financial Futures
Brielle,
New Jersey
|
$14.9M
|
+$546K
|
+6,748
|
+4%
|
|
|
194
|
Roundview Capital
Princeton,
New Jersey
|
$14.8M
|
+$80.1K
|
+990
|
+0.6%
|
|
|
195
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$14.6M
|
+$4.4M
|
+54,437
|
+44%
|
|
|
196
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$14.6M
|
+$129K
|
+1,598
|
+0.9%
|
|
|
197
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.3M
|
-$698K
|
-8,627
|
-5%
|
|
|
198
|
Rockefeller Capital Management
New York
|
$14.2M
|
+$375K
|
+4,637
|
+3%
|
|
|
199
|
Mercer Global Advisors
Denver,
Colorado
|
$14.2M
|
-$71.8K
|
-887
|
-0.5%
|
|
|
200
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$14.1M
|
-$3.01M
|
-37,211
|
-18%
|
|
