|
901
|
WP Advisors
San Francisco,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
902
|
Allworth Financial
Folsom,
California
|
$1.33M
|
+$68.4K
|
+1,370
|
+6%
|
|
|
903
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.32M
|
–
|
–
|
–
|
|
|
904
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.3M
|
-$137K
|
-2,745
|
-10%
|
|
|
905
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.3M
|
-$229K
|
-4,580
|
-15%
|
|
|
906
|
Corundum Group
Colorado Springs,
Colorado
|
$1.3M
|
+$38.7K
|
+775
|
+3%
|
|
|
907
|
Range Financial Group
Tigard,
Oregon
|
$1.29M
|
+$1.24M
|
+24,850
|
New
|
|
|
908
|
JSF Financial
Los Angeles,
California
|
$1.29M
|
-$173K
|
-3,470
|
-12%
|
|
|
909
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.29M
|
-$45.9K
|
-920
|
-4%
|
|
|
910
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.27M
|
–
|
–
|
–
|
|
|
911
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
912
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.25M
|
+$57.4K
|
+1,150
|
+5%
|
|
|
913
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.24M
|
-$37.2K
|
-745
|
-3%
|
|
|
914
|
BTC Capital Management
Des Moines,
Iowa
|
$1.23M
|
-$51.7K
|
-1,035
|
-4%
|
|
|
915
|
Next Capital Management
New York
|
$1.23M
|
+$153K
|
+3,060
|
+15%
|
|
|
916
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.23M
|
-$52.2K
|
-1,045
|
-4%
|
|
|
917
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.23M
|
+$455K
|
+9,110
|
+63%
|
|
|
918
|
S.A. Mason
Holland,
Michigan
|
$1.22M
|
+$300K
|
+6,000
|
+35%
|
|
|
919
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
|
920
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.21M
|
+$31.7K
|
+635
|
+3%
|
|
|
921
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.2M
|
+$110K
|
+2,205
|
+11%
|
|
|
922
|
Source Financial Advisors
New York
|
$1.19M
|
+$37K
|
+740
|
+3%
|
|
|
923
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.19M
|
-$117K
|
-2,350
|
-9%
|
|
|
924
|
Centaurus Financial
Anaheim,
California
|
$1.18M
|
+$34.7K
|
+695
|
+3%
|
|
|
925
|
New York Life Investment Management
New York
|
$1.18M
|
+$1.13M
|
+22,710
|
New
|
|
