|
301
|
HC Financial Advisors
Lafayette,
California
|
$1.96M
|
–
|
–
|
–
|
|
|
302
|
Latitude Advisors
Vero Beach,
Florida
|
$1.95M
|
+$127K
|
+1,160
|
+7%
|
|
|
303
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.92M
|
–
|
–
|
–
|
|
|
304
|
TAP Consulting
Kirkwood,
Missouri
|
$1.92M
|
-$960K
|
-8,762
|
-34%
|
|
|
305
|
Cooper Financial Group
Irvine,
California
|
$1.91M
|
-$18.7M
|
-170,525
|
-91%
|
|
|
306
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.91M
|
+$578K
|
+5,276
|
+44%
|
|
|
307
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.88M
|
+$185K
|
+1,685
|
+11%
|
|
|
308
|
Trellis Advisors
Ellensburg,
Washington
|
$1.88M
|
+$1.31M
|
+11,982
|
+236%
|
|
|
309
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.85M
|
–
|
–
|
–
|
|
|
310
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.83M
|
-$42.5K
|
-388
|
-2%
|
|
|
311
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.83M
|
+$74.1K
|
+677
|
+4%
|
|
|
312
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.82M
|
+$1.81M
|
+16,551
|
New
|
|
|
313
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.81M
|
+$1.8M
|
+16,459
|
New
|
|
|
314
|
Lido Advisors
Los Angeles,
California
|
$1.79M
|
+$175K
|
+1,594
|
+11%
|
|
|
315
|
JSF Financial
Los Angeles,
California
|
$1.79M
|
+$1.78M
|
+16,232
|
New
|
|
|
316
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.78M
|
+$186K
|
+1,695
|
+12%
|
|
|
317
|
SBK Financial
Richmond,
Virginia
|
$1.77M
|
+$1.76M
|
+16,083
|
New
|
|
|
318
|
Sutton Place Investors
Katonah,
New York
|
$1.76M
|
+$1.75M
|
+15,974
|
New
|
|
|
319
|
Autus Asset Management
Scottsdale,
Arizona
|
$1.74M
|
-$4.38K
|
-40
|
-0.3%
|
|
|
320
|
Private Capital Group
West Hartford,
Connecticut
|
$1.74M
|
+$162K
|
+1,483
|
+10%
|
|
|
321
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.73M
|
-$325K
|
-2,972
|
-16%
|
|
|
322
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.69M
|
-$11.8K
|
-108
|
-0.7%
|
|
|
323
|
EP Wealth Advisors
Torrance,
California
|
$1.66M
|
+$181K
|
+1,655
|
+12%
|
|
|
324
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.61M
|
-$11K
|
-100
|
-0.7%
|
|
|
325
|
S.C. Financial Services
Scottsdale,
Arizona
|
$1.61M
|
+$1.68M
|
+15,296
|
New
|
|
