|
201
|
Zhang Financial
Portage,
Michigan
|
$2.74M
|
-$465K
|
-11,503
|
-15%
|
|
|
202
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.72M
|
-$67.9K
|
-1,679
|
-3%
|
|
|
203
|
Ancora Advisors
Cleveland,
Ohio
|
$2.72M
|
-$948K
|
-23,451
|
-26%
|
|
|
204
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.68M
|
-$14.6K
|
-361
|
-0.6%
|
|
|
205
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.67M
|
-$117K
|
-2,892
|
-4%
|
|
|
206
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.59M
|
+$2.02M
|
+50,099
|
+410%
|
|
|
207
|
Cypress Wealth Services
Palm Desert,
California
|
$2.56M
|
-$28.9K
|
-715
|
-1%
|
|
|
208
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.52M
|
-$14.6K
|
-362
|
-0.6%
|
|
|
209
|
Westmount Partners
Los Angeles,
California
|
$2.51M
|
–
|
–
|
–
|
|
|
210
|
Equitable Holdings
New York
|
$2.44M
|
-$53.9K
|
-1,333
|
-2%
|
|
|
211
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.42M
|
-$36.3K
|
-899
|
-2%
|
|
|
212
|
Angeles Wealth Management
Santa Monica,
California
|
$2.32M
|
-$236K
|
-5,850
|
-10%
|
|
|
213
|
|
$2.28M
|
-$90.8K
|
-2,247
|
-4%
|
|
|
214
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.23M
|
+$1.68M
|
+41,678
|
+352%
|
|
|
215
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.2M
|
-$271K
|
-6,707
|
-11%
|
|
|
216
|
Stone Summit Wealth
Miami,
Florida
|
$2.14M
|
-$16.2K
|
-400
|
-0.8%
|
|
|
217
|
Brown Advisory
Baltimore,
Maryland
|
$2.09M
|
-$14.7K
|
-364
|
-0.7%
|
|
|
218
|
Mission Wealth Management
Santa Barbara,
California
|
$2.08M
|
-$30.8K
|
-763
|
-2%
|
|
|
219
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.07M
|
-$29.3K
|
-724
|
-1%
|
|
|
220
|
Peninsula Wealth
San Francisco,
California
|
$2.06M
|
+$4.81K
|
+119
|
+0.2%
|
|
|
221
|
TAGStone Capital
Charlotte,
North Carolina
|
$2.05M
|
+$12K
|
+296
|
+0.6%
|
|
|
222
|
Basso Capital Management
Stamford,
Connecticut
|
$2.03M
|
–
|
–
|
–
|
|
|
223
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.02M
|
-$439K
|
-10,874
|
-18%
|
|
|
224
|
BetterWealth
San Jose,
California
|
$2.01M
|
-$20.2K
|
-500
|
-1%
|
|
|
225
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$2M
|
+$1.94M
|
+48,037
|
New
|
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