|
2201
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$3.22M
|
+$562K
|
+1,155
|
+24%
|
|
|
2202
|
WrapManager Inc
Mill Valley,
California
|
$3.22M
|
+$130K
|
+267
|
+5%
|
|
|
2203
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.21M
|
-$10.7K
|
-22
|
-0.4%
|
|
|
2204
|
L.J. Altfest & Co
New York
|
$3.2M
|
+$4.86K
|
+10
|
+0.2%
|
|
|
2205
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$3.2M
|
-$486
|
-1
|
-0%
|
|
|
2206
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.19M
|
-$137K
|
-282
|
-4%
|
|
|
2207
|
Brandywine Trust
Hockessin,
Delaware
|
$3.18M
|
–
|
–
|
–
|
|
|
2208
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.18M
|
+$1.46K
|
+3
|
+0.1%
|
|
|
2209
|
1922 Investment Company
Houston,
Texas
|
$3.18M
|
-$17.5K
|
-36
|
-0.6%
|
|
|
2210
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$3.17M
|
+$27.7K
|
+57
|
+1%
|
|
|
2211
|
Howard Capital Management Group
Los Angeles,
California
|
$3.17M
|
+$14.6K
|
+30
|
+0.5%
|
|
|
2212
|
World Equity Group
Schaumburg,
Illinois
|
$3.15M
|
+$775K
|
+1,594
|
+35%
|
|
|
2213
|
Fiduciary Financial Group
San Rafael,
California
|
$3.15M
|
+$104K
|
+213
|
+4%
|
|
|
2214
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.14M
|
-$26.7K
|
-55
|
-0.9%
|
|
|
2215
|
Secure Asset Management
Troy,
Michigan
|
$3.13M
|
-$229K
|
-472
|
-7%
|
|
|
2216
|
Nelson Capital Management
Menlo Park,
California
|
$3.13M
|
+$2.23M
|
+4,586
|
+358%
|
|
|
2217
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.13M
|
+$364K
|
+749
|
+15%
|
|
|
2218
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.12M
|
-$117K
|
-240
|
-4%
|
|
|
2219
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$3.12M
|
-$15.1K
|
-31
|
-0.5%
|
|
|
2220
|
Triumph Capital Management
Denver,
Colorado
|
$3.11M
|
-$266K
|
-548
|
-9%
|
|
|
2221
|
Redwood Investment Management
Scottsdale,
Arizona
|
$3.11M
|
+$1.17M
|
+2,401
|
+70%
|
|
|
2222
|
Hofer & Associates
Thousand Oaks,
California
|
$3.1M
|
+$33.1K
|
+68
|
+1%
|
|
|
2223
|
North Berkeley Wealth Management
Berkeley,
California
|
$3.09M
|
–
|
–
|
–
|
|
|
2224
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$3.09M
|
-$24.3K
|
-50
|
-0.9%
|
|
|
2225
|
LeClair Wealth Partners
Dublin,
Ohio
|
$3.09M
|
-$23.3K
|
-48
|
-0.8%
|
|
