|
1301
|
GeoWealth Management
Chicago,
Illinois
|
$5.16M
|
-$265K
|
-1,651
|
-5%
|
|
|
1302
|
Human Investing
Lake Oswego,
Oregon
|
$5.14M
|
-$67K
|
-418
|
-1%
|
|
|
1303
|
Carret Asset Management
New York
|
$5.14M
|
+$353K
|
+2,200
|
+8%
|
|
|
1304
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$5.14M
|
-$88.8K
|
-554
|
-2%
|
|
|
1305
|
Legacy Bridge
West Des Moines,
Iowa
|
$5.13M
|
+$123K
|
+765
|
+3%
|
|
|
1306
|
Insight Wealth Strategies
San Ramon,
California
|
$5.12M
|
+$23.2K
|
+145
|
+0.5%
|
|
|
1307
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.12M
|
-$971K
|
-6,055
|
-17%
|
|
|
1308
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.11M
|
-$146K
|
-909
|
-3%
|
|
|
1309
|
RB Capital Management
Reno,
Nevada
|
$5.11M
|
+$4.97K
|
+31
|
+0.1%
|
|
|
1310
|
Select Equity Group
New York
|
$5.08M
|
+$4.72M
|
+29,465
|
New
|
|
|
1311
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$5.07M
|
+$193K
|
+1,206
|
+4%
|
|
|
1312
|
Clarius Group LLC
Seattle,
Washington
|
$5.04M
|
-$119K
|
-744
|
-2%
|
|
|
1313
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.04M
|
-$250K
|
-1,561
|
-5%
|
|
|
1314
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$5.02M
|
+$80.2K
|
+500
|
+2%
|
|
|
1315
|
Taika Capital
Sunny Isles Beach,
Florida
|
$5.01M
|
-$623K
|
-3,885
|
-12%
|
|
|
1316
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$5.01M
|
–
|
–
|
–
|
|
|
1317
|
Ally Financial
Detroit,
Michigan
|
$5M
|
+$2.57M
|
+16,000
|
+123%
|
|
|
1318
|
|
$5M
|
-$480K
|
-2,995
|
-9%
|
|
|
1319
|
Alaethes Wealth
Glenbrook,
Nevada
|
$4.99M
|
-$36.9K
|
-230
|
-0.8%
|
|
|
1320
|
Harbour Investment Management
Edmonds,
Washington
|
$4.97M
|
-$136K
|
-850
|
-3%
|
|
|
1321
|
DeDora Capital
Napa,
California
|
$4.95M
|
+$26.6K
|
+166
|
+0.6%
|
|
|
1322
|
|
$4.93M
|
+$871K
|
+5,430
|
+23%
|
|
|
1323
|
Aragon Global Management
Miami,
Florida
|
$4.93M
|
–
|
–
|
–
|
|
|
1324
|
Capital Planning Advisors
Roseville,
California
|
$4.93M
|
+$681K
|
+4,250
|
+17%
|
|
|
1325
|
Kestra Investment Management
Austin,
Texas
|
$4.93M
|
+$4.58M
|
+28,563
|
New
|
|
