|
401
|
AllSquare Wealth Management
Albany,
New York
|
$6.46M
|
-$127K
|
-2,840
|
-2%
|
|
|
402
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.45M
|
+$557K
|
+12,465
|
+10%
|
|
|
403
|
KWMG LLC
Overland Park,
Kansas
|
$6.45M
|
+$297K
|
+6,636
|
+5%
|
|
|
404
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$6.43M
|
+$109K
|
+2,447
|
+2%
|
|
|
405
|
Smart Portfolios LLC
Seattle,
Washington
|
$6.36M
|
+$6.19M
|
+138,559
|
New
|
|
|
406
|
Fiducient Advisors
Chicago,
Illinois
|
$6.32M
|
+$6.16M
|
+137,722
|
New
|
|
|
407
|
Maryland Capital Management
Towson,
Maryland
|
$6.3M
|
+$360K
|
+8,044
|
+6%
|
|
|
408
|
Wela Strategies
Atlanta,
Georgia
|
$6.29M
|
+$454K
|
+10,151
|
+8%
|
|
|
409
|
Smith, Moore & Co
Clayton,
Missouri
|
$6.17M
|
-$145K
|
-3,236
|
-2%
|
|
|
410
|
|
$6.13M
|
+$206K
|
+4,608
|
+4%
|
|
|
411
|
Strategic Wealth Management
Kirkland,
Washington
|
$6.13M
|
+$5.96M
|
+133,432
|
New
|
|
|
412
|
Martin & Co
Knoxville,
Tennessee
|
$6.11M
|
+$242K
|
+5,420
|
+4%
|
|
|
413
|
Cohen Klingenstein
New York
|
$6.06M
|
–
|
–
|
–
|
|
|
414
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.05M
|
+$5.89M
|
+131,837
|
New
|
|
|
415
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$6.03M
|
+$819K
|
+18,314
|
+16%
|
|
|
416
|
Sandy Spring Bank
Olney,
Maryland
|
$6.01M
|
+$546K
|
+12,211
|
+10%
|
|
|
417
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.97M
|
-$273K
|
-6,105
|
-4%
|
|
|
418
|
HeadInvest LLC
Portland,
Maine
|
$5.94M
|
+$122K
|
+2,738
|
+2%
|
|
|
419
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$5.91M
|
-$454K
|
-10,148
|
-8%
|
|
|
420
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$5.91M
|
+$5.41K
|
+121
|
+0.1%
|
|
|
421
|
One Wealth Advisors
San Francisco,
California
|
$5.89M
|
+$5.74M
|
+128,343
|
New
|
|
|
422
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$5.86M
|
+$834K
|
+18,654
|
+17%
|
|
|
423
|
Bristlecone Advisors
Bellevue,
Washington
|
$5.81M
|
+$95.1K
|
+2,128
|
+2%
|
|
|
424
|
Barber Financial Group
Lenexa,
Kansas
|
$5.72M
|
-$476K
|
-10,642
|
-8%
|
|
|
425
|
Natixis Advisors
Boston,
Massachusetts
|
$5.7M
|
+$610K
|
+13,654
|
+12%
|
|
