|
301
|
Capital Bank & Trust
Irvine,
California
|
$168K
|
–
|
–
|
–
|
|
|
302
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$167K
|
+$165K
|
+1,050
|
New
|
|
|
303
|
AllSquare Wealth Management
Albany,
New York
|
$166K
|
+$37.8K
|
+240
|
+30%
|
|
|
304
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$161K
|
+$104K
|
+661
|
+189%
|
|
|
305
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$160K
|
-$2.36K
|
-15
|
-1%
|
|
|
306
|
USA Financial Formulas
Ada,
Michigan
|
$158K
|
–
|
–
|
–
|
|
|
307
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$157K
|
–
|
–
|
–
|
|
|
308
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$149K
|
–
|
–
|
–
|
|
|
309
|
Wolverine Asset Management
Chicago,
Illinois
|
$148K
|
+$147K
|
+936
|
New
|
|
|
310
|
Covington Capital Management
Los Angeles,
California
|
$143K
|
–
|
–
|
–
|
|
|
311
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$143K
|
–
|
–
|
–
|
|
|
312
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$138K
|
+$136K
|
+867
|
New
|
|
|
313
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$132K
|
–
|
–
|
–
|
|
|
314
|
City Holding Co
Charleston,
West Virginia
|
$121K
|
–
|
–
|
–
|
|
|
315
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$118K
|
–
|
–
|
–
|
|
|
316
|
New Capital Management
Houston,
Texas
|
$113K
|
–
|
–
|
–
|
|
|
317
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$111K
|
+$16.4K
|
+104
|
+17%
|
|
|
318
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$110K
|
–
|
–
|
–
|
|
|
319
|
Valeo Financial Advisors
Carmel,
Indiana
|
$101K
|
-$45.6K
|
-290
|
-33%
|
|
|
320
|
Winch Advisory Services
Appleton,
Wisconsin
|
$100K
|
-$6.93K
|
-44
|
-7%
|
|
|
321
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$95K
|
+$94K
|
+597
|
New
|
|
|
322
|
Geneos Wealth Management
Englewood,
Colorado
|
$88K
|
-$32.3K
|
-205
|
-27%
|
|
|
323
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$88K
|
+$69.4K
|
+441
|
+383%
|
|
|
324
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$84K
|
–
|
–
|
–
|
|
|
325
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$84K
|
–
|
–
|
–
|
|
