|
201
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.79M
|
-$11K
|
-81
|
-0.6%
|
|
|
202
|
Telos Capital Management
San Diego,
California
|
$1.78M
|
+$36.2K
|
+267
|
+2%
|
|
|
203
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.74M
|
-$332K
|
-2,453
|
-16%
|
|
|
204
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.7M
|
–
|
–
|
–
|
|
|
205
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.68M
|
+$1.71M
|
+12,655
|
New
|
|
|
206
|
SlateStone Wealth
Jupiter,
Florida
|
$1.68M
|
+$345K
|
+2,545
|
+25%
|
|
|
207
|
Leavell Investment Management
Mobile,
Alabama
|
$1.67M
|
+$88.3K
|
+652
|
+5%
|
|
|
208
|
Family CFO
Los Altos,
California
|
$1.67M
|
-$31.2K
|
-230
|
-2%
|
|
|
209
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.67M
|
-$73.7K
|
-544
|
-4%
|
|
|
210
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.65M
|
+$1.53M
|
+11,286
|
New
|
|
|
211
|
Avantax Advisory Services
Dallas,
Texas
|
$1.64M
|
-$172K
|
-1,267
|
-9%
|
|
|
212
|
Apexium Financial
Dallas,
Texas
|
$1.63M
|
–
|
–
|
–
|
|
|
213
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.62M
|
+$1.5M
|
+11,075
|
New
|
|
|
214
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$1.61M
|
+$1.64M
|
+12,140
|
New
|
|
|
215
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.57M
|
-$179K
|
-1,324
|
-10%
|
|
|
216
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.52M
|
-$29.3K
|
-216
|
-2%
|
|
|
217
|
TFC Financial Management
Boston,
Massachusetts
|
$1.52M
|
+$1.63K
|
+12
|
+0.1%
|
|
|
218
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.52M
|
–
|
–
|
–
|
|
|
219
|
TruWealth Advisors
Metairie,
Louisiana
|
$1.51M
|
-$40.4K
|
-298
|
-3%
|
|
|
220
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.51M
|
-$2.71K
|
-20
|
-0.2%
|
|
|
221
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.51M
|
+$535K
|
+3,948
|
+53%
|
|
|
222
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.5M
|
+$1.53M
|
+11,327
|
New
|
|
|
223
|
Trevian Wealth Management
Weston,
Massachusetts
|
$1.5M
|
-$1.59M
|
-11,714
|
-51%
|
|
|
224
|
Private Advisor Group
Morristown,
New Jersey
|
$1.46M
|
+$437K
|
+3,225
|
+8%
|
|
|
225
|
Tocqueville Asset Management
New York
|
$1.45M
|
–
|
–
|
–
|
|
