|
201
|
Pathstone Family Office
Englewood,
New Jersey
|
$7.38M
|
–
|
–
|
–
|
|
|
202
|
Manchester Capital Management
Manchester,
Vermont
|
$7.33M
|
-$4.05M
|
-92,916
|
-36%
|
|
|
203
|
Single Point Partners
Boston,
Massachusetts
|
$7.29M
|
+$27.2K
|
+624
|
+0.4%
|
|
|
204
|
Caprock Group
Boise,
Idaho
|
$7.28M
|
-$317K
|
-7,264
|
-4%
|
|
|
205
|
Wealthspire Advisors (New York)
New York
|
$7.14M
|
+$240K
|
+5,512
|
+4%
|
|
|
206
|
|
$7.08M
|
+$4.17M
|
+95,616
|
+147%
|
|
|
207
|
Twele Capital Management
Minnetonka,
Minnesota
|
$6.89M
|
-$710K
|
-16,304
|
-9%
|
|
|
208
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.87M
|
-$411K
|
-9,436
|
-6%
|
|
|
209
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$6.84M
|
-$31.7K
|
-728
|
-0.5%
|
|
|
210
|
KeyBank National Association
Cleveland,
Ohio
|
$6.8M
|
+$1.58M
|
+36,344
|
+31%
|
|
|
211
|
Avion Wealth
The Woodlands,
Texas
|
$6.76M
|
+$1.99M
|
+45,780
|
+43%
|
|
|
212
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$6.66M
|
-$5.55M
|
-127,348
|
-46%
|
|
|
213
|
McNaughton Wealth Management
San Diego,
California
|
$6.55M
|
-$70.2K
|
-1,612
|
-1%
|
|
|
214
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.48M
|
+$1.02M
|
+23,520
|
+19%
|
|
|
215
|
Maryland Capital Management
Towson,
Maryland
|
$6.44M
|
-$117K
|
-2,688
|
-2%
|
|
|
216
|
Manning & Napier Group
Fairport,
New York
|
$6.4M
|
–
|
–
|
–
|
|
|
217
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$6.27M
|
+$781K
|
+17,916
|
+14%
|
|
|
218
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$6.25M
|
+$71.6K
|
+1,644
|
+1%
|
|
|
219
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$6.19M
|
-$116K
|
-2,652
|
-2%
|
|
|
220
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.19M
|
+$308K
|
+7,072
|
+5%
|
|
|
221
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$6.17M
|
+$5.58M
|
+128,060
|
New
|
|
|
222
|
TD Capital Management
Memphis,
Tennessee
|
$6.14M
|
+$11.3K
|
+260
|
+0.2%
|
|
|
223
|
WMS Partners
Towson,
Maryland
|
$6.14M
|
-$421K
|
-9,672
|
-6%
|
|
|
224
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.14M
|
–
|
–
|
–
|
|
|
225
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.13M
|
+$902K
|
+20,708
|
+17%
|
|
