|
201
|
Coastline Trust
Providence,
Rhode Island
|
$2.04M
|
–
|
–
|
–
|
|
|
202
|
Roundview Capital
Princeton,
New Jersey
|
$2M
|
-$285K
|
-2,006
|
-12%
|
|
|
203
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.99M
|
+$103K
|
+724
|
+5%
|
|
|
204
|
Family CFO
Los Altos,
California
|
$1.98M
|
+$223K
|
+1,574
|
+13%
|
|
|
205
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.92M
|
-$8.94K
|
-63
|
-0.5%
|
|
|
206
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.9M
|
-$141K
|
-990
|
-7%
|
|
|
207
|
Telos Capital Management
San Diego,
California
|
$1.89M
|
+$8.8K
|
+62
|
+0.5%
|
|
|
208
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.89M
|
+$1.56M
|
+10,977
|
+441%
|
|
|
209
|
AE Wealth Management
Topeka,
Kansas
|
$1.81M
|
-$1.51M
|
-10,609
|
-45%
|
|
|
210
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.79M
|
–
|
–
|
–
|
|
|
211
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.78M
|
-$49.1K
|
-346
|
-3%
|
|
|
212
|
Leavell Investment Management
Mobile,
Alabama
|
$1.73M
|
-$31.8K
|
-224
|
-2%
|
|
|
213
|
Pacific Center for Financial Services
San Ramon,
California
|
$1.73M
|
+$1.75M
|
+12,341
|
New
|
|
|
214
|
Apexium Financial
Dallas,
Texas
|
$1.72M
|
–
|
–
|
–
|
|
|
215
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$1.7M
|
–
|
–
|
–
|
|
|
216
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.67M
|
-$1.03M
|
-7,257
|
-38%
|
|
|
217
|
TFC Financial Management
Boston,
Massachusetts
|
$1.67M
|
+$71.2K
|
+502
|
+4%
|
|
|
218
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
+$607K
|
+4,276
|
+57%
|
|
|
219
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.6M
|
+$17.3K
|
+122
|
+1%
|
|
|
220
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.6M
|
+$4.97K
|
+35
|
+0.3%
|
|
|
221
|
Childress Capital Advisors
Houston,
Texas
|
$1.6M
|
-$619K
|
-4,361
|
-28%
|
|
|
222
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.59M
|
-$4.97K
|
-35
|
-0.3%
|
|
|
223
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.58M
|
-$7.95K
|
-56
|
-0.5%
|
|
|
224
|
Procyon Advisors
Shelton,
Connecticut
|
$1.58M
|
+$137K
|
+964
|
+9%
|
|
|
225
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.56M
|
-$19.4K
|
-137
|
-1%
|
|
