|
1201
|
Avior Wealth Management
Omaha,
Nebraska
|
$338K
|
-$904K
|
-8,941
|
-71%
|
|
|
1202
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$338K
|
-$118K
|
-1,167
|
-25%
|
|
|
1203
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$336K
|
+$10.4K
|
+103
|
+3%
|
|
|
1204
|
Regis Management Company
Menlo Park,
California
|
$333K
|
+$350K
|
+3,460
|
New
|
|
|
1205
|
Cubic Asset Management
Boston,
Massachusetts
|
$332K
|
–
|
–
|
–
|
|
|
1206
|
Bogart Wealth LLC
Mclean,
Virginia
|
$330K
|
+$8.19K
|
+81
|
+2%
|
|
|
1207
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$329K
|
-$83.2K
|
-823
|
-19%
|
|
|
1208
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$328K
|
-$530K
|
-5,239
|
-60%
|
|
|
1209
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$328K
|
+$10.5K
|
+104
|
+3%
|
|
|
1210
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$325K
|
+$341K
|
+3,375
|
New
|
|
|
1211
|
Coastwise Capital Group
La Jolla,
California
|
$321K
|
+$21.4K
|
+212
|
+7%
|
|
|
1212
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$319K
|
-$12.6K
|
-125
|
-4%
|
|
|
1213
|
Evanson Asset Management
Carmel,
California
|
$317K
|
+$1.92K
|
+19
|
+0.6%
|
|
|
1214
|
Dowling & Yahnke
San Diego,
California
|
$316K
|
-$406K
|
-4,010
|
-55%
|
|
|
1215
|
Mather Group
Chicago,
Illinois
|
$315K
|
-$43.8K
|
-433
|
-12%
|
|
|
1216
|
Phocas Financial Corp
Alameda,
California
|
$315K
|
+$20.2K
|
+200
|
+7%
|
|
|
1217
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$315K
|
+$331K
|
+3,270
|
New
|
|
|
1218
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$314K
|
-$3.34K
|
-33
|
-1%
|
|
|
1219
|
Madrona Financial Services
Everett,
Washington
|
$314K
|
+$18.7K
|
+185
|
+6%
|
|
|
1220
|
Colorado Capital Management
Boulder,
Colorado
|
$312K
|
-$30.7K
|
-304
|
-9%
|
|
|
1221
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$311K
|
-$2.12K
|
-21
|
-0.6%
|
|
|
1222
|
NorthRock Partners
Minneapolis,
Minnesota
|
$310K
|
+$1.31K
|
+13
|
+0.4%
|
|
|
1223
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$310K
|
+$13K
|
+129
|
+4%
|
|
|
1224
|
SG Americas Securities
New York
|
$310K
|
+$59.8K
|
+591
|
+22%
|
|
|
1225
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$308K
|
+$323K
|
+3,198
|
New
|
|
