|
201
|
Coe Capital Management
Highland Park,
Illinois
|
$1.81M
|
+$305K
|
+5,261
|
+20%
|
|
|
202
|
IFP Advisors
Tampa,
Florida
|
$1.79M
|
+$94.8K
|
+1,638
|
+6%
|
|
|
203
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.73M
|
-$81.3K
|
-1,404
|
-4%
|
|
|
204
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.68M
|
+$329K
|
+5,677
|
+24%
|
|
|
205
|
Investment Partners
New Philadelphia,
Ohio
|
$1.61M
|
+$1.22K
|
+21
|
+0.1%
|
|
|
206
|
Liberty Wealth Management
Oakland,
California
|
$1.6M
|
-$311K
|
-5,373
|
-16%
|
|
|
207
|
Great Diamond Partners
Portland,
Maine
|
$1.58M
|
+$1.58M
|
+27,226
|
New
|
|
|
208
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$1.57M
|
+$1.57M
|
+27,148
|
New
|
|
|
209
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.56M
|
-$143K
|
-2,478
|
-8%
|
|
|
210
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.55M
|
+$11.5K
|
+198
|
+0.7%
|
|
|
211
|
Cerity Partners OCIO
New York
|
$1.51M
|
-$41.6K
|
-719
|
-3%
|
|
|
212
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.51M
|
-$131K
|
-2,256
|
-8%
|
|
|
213
|
Probity Advisors
Dallas,
Texas
|
$1.49M
|
-$5.5K
|
-95
|
-0.4%
|
|
|
214
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.45M
|
-$33K
|
-570
|
-2%
|
|
|
215
|
WhitTier Trust Company
Reno,
Nevada
|
$1.44M
|
-$405
|
-7
|
-0%
|
|
|
216
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.43M
|
+$287K
|
+4,966
|
+25%
|
|
|
217
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.42M
|
-$161K
|
-2,777
|
-10%
|
|
|
218
|
|
$1.41M
|
+$1.41M
|
+24,315
|
New
|
|
|
219
|
Vicus Capital
State College,
Pennsylvania
|
$1.39M
|
+$144K
|
+2,483
|
+12%
|
|
|
220
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.36M
|
-$84.2K
|
-1,454
|
-6%
|
|
|
221
|
Naples Global Advisors
Naples,
Florida
|
$1.34M
|
+$1.34M
|
+23,172
|
New
|
|
|
222
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.34M
|
+$131K
|
+2,270
|
+11%
|
|
|
223
|
Ashfield Capital Partners
San Francisco,
California
|
$1.34M
|
+$44.3K
|
+766
|
+3%
|
|
|
224
|
Trek Financial
Scottsdale,
Arizona
|
$1.32M
|
-$1.2M
|
-20,701
|
Closed
|
|
|
225
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.29M
|
+$160K
|
+2,758
|
+14%
|
|
