|
176
|
AdvicePeriod
Los Angeles,
California
|
$6.21M
|
+$6.22M
|
+119,314
|
New
|
|
|
177
|
|
$6.19M
|
-$434K
|
-8,331
|
-7%
|
|
|
178
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$6.18M
|
-$942K
|
-18,070
|
-13%
|
|
|
179
|
M Holdings Securities
Portland,
Oregon
|
$6.16M
|
+$649K
|
+12,440
|
+12%
|
|
|
180
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.08M
|
+$6.12M
|
+117,337
|
New
|
|
|
181
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$6.07M
|
+$471K
|
+9,030
|
+8%
|
|
|
182
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.07M
|
+$1.51M
|
+29,015
|
+33%
|
|
|
183
|
Northeast Financial Consultants
Westport,
Connecticut
|
$6.05M
|
+$882K
|
+16,924
|
+17%
|
|
|
184
|
WP Advisors
San Francisco,
California
|
$5.99M
|
-$214K
|
-4,108
|
-3%
|
|
|
185
|
Verus Financial Partners
Richmond,
Virginia
|
$5.93M
|
-$55.1K
|
-1,057
|
-0.9%
|
|
|
186
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.54M
|
-$324K
|
-6,213
|
-6%
|
|
|
187
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$5.53M
|
+$4.57M
|
+87,695
|
+471%
|
|
|
188
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.52M
|
-$420K
|
-8,054
|
-7%
|
|
|
189
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.4M
|
+$1.11M
|
+21,277
|
+26%
|
|
|
190
|
Welch & Forbes
Boston,
Massachusetts
|
$5.37M
|
-$365K
|
-7,000
|
-6%
|
|
|
191
|
Janus Henderson Group
London,
|
$5.14M
|
+$1.75M
|
+33,474
|
+51%
|
|
|
192
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.12M
|
+$671K
|
+12,866
|
+14%
|
|
|
193
|
WhitTier Trust Company
Reno,
Nevada
|
$5.12M
|
+$295K
|
+5,665
|
+6%
|
|
|
194
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.06M
|
+$639K
|
+12,250
|
+14%
|
|
|
195
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$5.03M
|
-$3.8M
|
-72,875
|
-43%
|
|
|
196
|
Citizens Financial Group
Providence,
Rhode Island
|
$5.03M
|
-$9.75K
|
-187
|
-0.2%
|
|
|
197
|
Fidelity Investments
Boston,
Massachusetts
|
$4.98M
|
-$1.08M
|
-20,700
|
-18%
|
|
|
198
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.96M
|
–
|
–
|
–
|
|
|
199
|
Glenview Trust
Louisville,
Kentucky
|
$4.96M
|
-$79.8K
|
-1,531
|
-2%
|
|
|
200
|
M Financial Asset Management
Portland,
Oregon
|
$4.95M
|
+$363K
|
+6,962
|
+8%
|
|
