|
526
|
HT Partners
Centerbrook,
Connecticut
|
$21M
|
+$1.52M
|
+23,013
|
+8%
|
|
|
527
|
Portland Global Advisors
Portland,
Maine
|
$20.9M
|
+$227K
|
+3,433
|
+1%
|
|
|
528
|
Vise Technologies
New York
|
$20.9M
|
–
|
–
|
–
|
|
|
529
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$20.9M
|
+$21.5M
|
+325,489
|
New
|
|
|
530
|
Kearns & Associates
Palos Verdes Estates,
California
|
$20.8M
|
+$437K
|
+6,623
|
+2%
|
|
|
531
|
Warner Financial
Bethesda,
Maryland
|
$20.8M
|
+$1.16M
|
+17,552
|
+6%
|
|
|
532
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$20.7M
|
-$1.58M
|
-23,945
|
-7%
|
|
|
533
|
Telos Capital Management
San Diego,
California
|
$20.6M
|
+$390K
|
+5,909
|
+2%
|
|
|
534
|
Sand Hill Global Advisors
Palo Alto,
California
|
$20.6M
|
-$326K
|
-4,933
|
-2%
|
|
|
535
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$20.6M
|
+$1.22M
|
+18,434
|
+6%
|
|
|
536
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$20.6M
|
-$2.53M
|
-38,392
|
-11%
|
|
|
537
|
Vilga Financial Planning
Fair Lawn,
New Jersey
|
$20.3M
|
+$1.19M
|
+17,992
|
+6%
|
|
|
538
|
CSM Advisors
Warrendale,
Pennsylvania
|
$20.3M
|
+$628K
|
+9,520
|
+3%
|
|
|
539
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$20.3M
|
-$2.09M
|
-31,740
|
-9%
|
|
|
540
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$20.3M
|
+$927K
|
+14,047
|
+5%
|
|
|
541
|
Regal Investment Advisors
Kentwood,
Michigan
|
$20.1M
|
-$713K
|
-10,803
|
-3%
|
|
|
542
|
Rinkey Investments
San Diego,
California
|
$19.9M
|
-$314K
|
-4,750
|
-2%
|
|
|
543
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$19.7M
|
-$572K
|
-8,660
|
-3%
|
|
|
544
|
Bailard
Foster City,
California
|
$19.7M
|
+$533K
|
+8,070
|
+3%
|
|
|
545
|
Michael S. Ryan Inc
Latham,
New York
|
$19.7M
|
+$267K
|
+4,041
|
+1%
|
|
|
546
|
Latigo Investments
Fort Lauderdale,
Florida
|
$19.7M
|
–
|
–
|
–
|
|
|
547
|
|
$19.7M
|
+$257K
|
+3,888
|
+1%
|
|
|
548
|
Asset Allocation Strategies
Farmington,
Michigan
|
$19.5M
|
+$1.58M
|
+23,877
|
+9%
|
|
|
549
|
BNP Paribas Financial Markets
Paris,
France
|
$19.3M
|
-$192M
|
-2,908,479
|
-91%
|
|
|
550
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$19.3M
|
+$149K
|
+2,265
|
+0.8%
|
|
