|
3201
|
KWB Wealth
Redlands,
California
|
$1.92M
|
+$1.74M
|
+14,497
|
New
|
|
|
3202
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$1.92M
|
-$668K
|
-5,551
|
-28%
|
|
|
3203
|
CVA Family Office
Denver,
Colorado
|
$1.91M
|
+$32.1K
|
+267
|
+2%
|
|
|
3204
|
Private Management Group
Irvine,
California
|
$1.91M
|
+$28.9K
|
+240
|
+2%
|
|
|
3205
|
AdvisorShares Investments
Bethesda,
Maryland
|
$1.91M
|
+$354K
|
+2,940
|
+26%
|
|
|
3206
|
Towerpoint Wealth
Sacramento,
California
|
$1.9M
|
-$4.69K
|
-39
|
-0.3%
|
|
|
3207
|
Harvey Investment Company
Louisville,
Kentucky
|
$1.9M
|
–
|
–
|
–
|
|
|
3208
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.9M
|
+$240K
|
+1,997
|
+16%
|
|
|
3209
|
Portfolio Strategies
Monsey,
New York
|
$1.89M
|
+$173K
|
+1,440
|
+11%
|
|
|
3210
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$1.89M
|
+$241K
|
+2,000
|
+16%
|
|
|
3211
|
Everhart Financial Group
Dublin,
Ohio
|
$1.87M
|
+$1.69M
|
+14,066
|
New
|
|
|
3212
|
Stone Run Capital
New York
|
$1.86M
|
+$139K
|
+1,155
|
+9%
|
|
|
3213
|
AlphaCrest Capital Management
New York
|
$1.86M
|
-$3.63M
|
-30,166
|
-68%
|
|
|
3214
|
Tempus Wealth Planning
Irvine,
California
|
$1.86M
|
+$4.81K
|
+40
|
+0.3%
|
|
|
3215
|
Boston Partners
Boston,
Massachusetts
|
$1.86M
|
-$1.1M
|
-9,140
|
-39%
|
|
|
3216
|
|
$1.86M
|
+$1.68M
|
+14,000
|
New
|
|
|
3217
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.86M
|
-$117K
|
-970
|
-6%
|
|
|
3218
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.85M
|
+$1.68M
|
+13,940
|
New
|
|
|
3219
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$1.83M
|
–
|
–
|
–
|
|
|
3220
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.82M
|
+$795K
|
+6,607
|
+93%
|
|
|
3221
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.82M
|
+$39.3K
|
+327
|
+2%
|
|
|
3222
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$1.81M
|
-$111K
|
-920
|
-6%
|
|
|
3223
|
Derby & Company
Newton,
Massachusetts
|
$1.81M
|
–
|
–
|
–
|
|
|
3224
|
Heron Financial Group
New York
|
$1.79M
|
-$37.5K
|
-312
|
-2%
|
|
|
3225
|
Junson Asset Management (HK)
Hong Kong
|
$1.79M
|
+$1.62M
|
+13,500
|
New
|
|
