|
201
|
Welch & Forbes
Boston,
Massachusetts
|
$5.21M
|
+$97.7K
|
+1,925
|
+2%
|
|
|
202
|
Opus Investment Management
Worcester,
Massachusetts
|
$5.14M
|
–
|
–
|
–
|
|
|
203
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.11M
|
-$253K
|
-4,995
|
-5%
|
|
|
204
|
Huntington National Bank
Columbus,
Ohio
|
$5.02M
|
–
|
–
|
–
|
|
|
205
|
Black Diamond Financial
Towson,
Maryland
|
$4.98M
|
-$206K
|
-4,053
|
-4%
|
|
|
206
|
GeoWealth Management
Chicago,
Illinois
|
$4.97M
|
+$1.12M
|
+22,106
|
+29%
|
|
|
207
|
SOL Capital Management
Rockville,
Maryland
|
$4.95M
|
+$13.7K
|
+270
|
+0.3%
|
|
|
208
|
Joel Isaacson & Co
New York
|
$4.94M
|
-$37.5K
|
-740
|
-0.7%
|
|
|
209
|
Manchester Capital Management
Manchester,
Vermont
|
$4.92M
|
–
|
–
|
–
|
|
|
210
|
SVA Wealth Management
Madison,
Wisconsin
|
$4.91M
|
+$28.4K
|
+559
|
+0.6%
|
|
|
211
|
Transcend Capital Advisors
Madison,
New Jersey
|
$4.9M
|
+$108K
|
+2,130
|
+2%
|
|
|
212
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$4.88M
|
+$401K
|
+7,909
|
+9%
|
|
|
213
|
Estate Counselors
Thiensville,
Wisconsin
|
$4.81M
|
+$208K
|
+4,100
|
+4%
|
|
|
214
|
M&T Bank
Buffalo,
New York
|
$4.78M
|
+$107K
|
+2,107
|
+2%
|
|
|
215
|
|
$4.72M
|
–
|
–
|
–
|
|
|
216
|
Pure Financial Advisors
San Diego,
California
|
$4.72M
|
-$683K
|
-13,457
|
-13%
|
|
|
217
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.71M
|
+$942K
|
+18,565
|
+25%
|
|
|
218
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$4.71M
|
-$170K
|
-3,353
|
-3%
|
|
|
219
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.65M
|
+$271K
|
+5,345
|
+6%
|
|
|
220
|
Stratos Investment Management
Beachwood,
Ohio
|
$4.64M
|
-$61.3K
|
-1,209
|
-1%
|
|
|
221
|
Covington Capital Management
Los Angeles,
California
|
$4.62M
|
+$174K
|
+3,429
|
+4%
|
|
|
222
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$4.61M
|
-$1.57M
|
-30,944
|
-25%
|
|
|
223
|
SNS Financial Group
Minneapolis,
Minnesota
|
$4.55M
|
-$60.7K
|
-1,197
|
-1%
|
|
|
224
|
BOK Financial Private Wealth
Denver,
Colorado
|
$4.52M
|
-$370K
|
-7,299
|
-8%
|
|
|
225
|
TrinityPoint Wealth
Milford,
Connecticut
|
$4.47M
|
+$257K
|
+5,066
|
+6%
|
|
