|
3201
|
Regis Management Company
Menlo Park,
California
|
$2.88M
|
–
|
–
|
–
|
|
|
3202
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.88M
|
-$5.96K
|
-38
|
-0.2%
|
|
|
3203
|
Worth Asset Management
Dallas,
Texas
|
$2.88M
|
-$61.7K
|
-393
|
-2%
|
|
|
3204
|
Source Financial Advisors
New York
|
$2.88M
|
+$256K
|
+1,628
|
+8%
|
|
|
3205
|
Goodman Advisory Group
Needham,
Massachusetts
|
$2.88M
|
-$146K
|
-933
|
-4%
|
|
|
3206
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$2.88M
|
+$44.3K
|
+282
|
+1%
|
|
|
3207
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$2.87M
|
-$1.26K
|
-8
|
-0%
|
|
|
3208
|
Narus Financial Partners
Salt Lake City,
Utah
|
$2.87M
|
-$197K
|
-1,254
|
-6%
|
|
|
3209
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$2.87M
|
+$2.83K
|
+18
|
+0.1%
|
|
|
3210
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$2.86M
|
-$42.4K
|
-270
|
-1%
|
|
|
3211
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$2.86M
|
-$35.8K
|
-228
|
-1%
|
|
|
3212
|
Prudent Man Advisors
Naperville,
Illinois
|
$2.85M
|
+$4.24K
|
+27
|
+0.1%
|
|
|
3213
|
Navellier & Associates
Reno,
Nevada
|
$2.85M
|
-$138K
|
-879
|
-4%
|
|
|
3214
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.85M
|
+$105K
|
+672
|
+3%
|
|
|
3215
|
|
$2.84M
|
-$320K
|
-2,041
|
-9%
|
|
|
3216
|
Campbell Wealth Management
Alexandria,
Virginia
|
$2.83M
|
+$960K
|
+6,119
|
+43%
|
|
|
3217
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.83M
|
+$55.2K
|
+352
|
+2%
|
|
|
3218
|
McGowan Group Asset Management
Dallas,
Texas
|
$2.82M
|
+$14.3K
|
+91
|
+0.4%
|
|
|
3219
|
Scharf Investments
Los Gatos,
California
|
$2.81M
|
-$347K
|
-2,208
|
-10%
|
|
|
3220
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.81M
|
+$58.9K
|
+375
|
+2%
|
|
|
3221
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$2.8M
|
-$1.36M
|
-8,689
|
-30%
|
|
|
3222
|
Rock Creek Group
Washington,
District of Columbia
|
$2.79M
|
+$101K
|
+641
|
+3%
|
|
|
3223
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$2.79M
|
-$95.6K
|
-609
|
-3%
|
|
|
3224
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.79M
|
+$410K
|
+2,612
|
+15%
|
|
|
3225
|
Birmingham Capital Management
Birmingham,
Alabama
|
$2.79M
|
–
|
–
|
–
|
|
