|
176
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$1M
|
-$290K
|
-3,886
|
-23%
|
|
|
177
|
Perigon Wealth Management
San Francisco,
California
|
$984K
|
-$151K
|
-2,028
|
-14%
|
|
|
178
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$979K
|
+$938K
|
+12,558
|
New
|
|
|
179
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$958K
|
-$22.4K
|
-300
|
-2%
|
|
|
180
|
Callan Family Office
Radnor,
Pennsylvania
|
$940K
|
+$901K
|
+12,070
|
New
|
|
|
181
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$925K
|
+$103K
|
+1,376
|
+13%
|
|
|
182
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$922K
|
-$21.6K
|
-289
|
-2%
|
|
|
183
|
Shira Ridge Wealth Management
Larkspur,
California
|
$911K
|
+$373
|
+5
|
+0%
|
|
|
184
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$863K
|
+$23.7K
|
+317
|
+3%
|
|
|
185
|
Tompkins Financial
Ithaca,
New York
|
$854K
|
–
|
–
|
–
|
|
|
186
|
Investment Partners
New Philadelphia,
Ohio
|
$851K
|
-$359K
|
-4,810
|
-31%
|
|
|
187
|
Clark Asset Management
Stratham,
New Hampshire
|
$841K
|
+$806K
|
+10,799
|
New
|
|
|
188
|
Versant Capital Management
Phoenix,
Arizona
|
$828K
|
–
|
–
|
–
|
|
|
189
|
MONECO Advisors
Fairfield,
Connecticut
|
$820K
|
+$203K
|
+2,713
|
+35%
|
|
|
190
|
Quantinno Capital Management
New York
|
$798K
|
+$143K
|
+1,917
|
+23%
|
|
|
191
|
Fiduciary Trust
Boston,
Massachusetts
|
$796K
|
–
|
–
|
–
|
|
|
192
|
Corient Private Wealth
Miami,
Florida
|
$795K
|
-$1.34K
|
-18
|
-0.2%
|
|
|
193
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$774K
|
–
|
–
|
–
|
|
|
194
|
Farther Finance Advisors
San Francisco,
California
|
$773K
|
-$389K
|
-5,211
|
-34%
|
|
|
195
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$753K
|
+$722K
|
+9,665
|
New
|
|
|
196
|
Evergreen Capital Management
Bellevue,
Washington
|
$752K
|
–
|
–
|
–
|
|
|
197
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$734K
|
+$280K
|
+3,748
|
+62%
|
|
|
198
|
WesBanco Bank
Wheeling,
West Virginia
|
$730K
|
-$10K
|
-134
|
-1%
|
|
|
199
|
EP Wealth Advisors
Torrance,
California
|
$724K
|
-$5.67K
|
-76
|
-0.8%
|
|
|
200
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$720K
|
–
|
–
|
–
|
|
