|
201
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
202
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.25M
|
+$323K
|
+3,644
|
+30%
|
|
|
203
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.24M
|
+$18.2K
|
+206
|
+1%
|
|
|
204
|
|
$1.24M
|
+$1.37M
|
+15,461
|
New
|
|
|
205
|
Avantax Advisory Services
Dallas,
Texas
|
$1.21M
|
-$48.6K
|
-549
|
-3%
|
|
|
206
|
Terra Nova Asset Management
New York
|
$1.21M
|
+$1.59K
|
+18
|
+0.1%
|
|
|
207
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.18M
|
+$33.5K
|
+379
|
+3%
|
|
|
208
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.18M
|
-$509K
|
-5,746
|
-28%
|
|
|
209
|
HB Wealth Management
Atlanta,
Georgia
|
$1.16M
|
–
|
–
|
–
|
|
|
210
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.15M
|
-$99.1K
|
-1,120
|
-7%
|
|
|
211
|
Fort Point Capital Partners
San Francisco,
California
|
$1.15M
|
+$31K
|
+350
|
+3%
|
|
|
212
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
213
|
Renaissance Technologies
New York
|
$1.13M
|
+$1.25M
|
+14,100
|
New
|
|
|
214
|
Brown Advisory
Baltimore,
Maryland
|
$1.12M
|
–
|
–
|
–
|
|
|
215
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.11M
|
-$44.1K
|
-498
|
-3%
|
|
|
216
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.1M
|
+$1.22M
|
+13,750
|
New
|
|
|
217
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$1.07M
|
–
|
–
|
–
|
|
|
218
|
F3Logic
Burnsville,
Minnesota
|
$1.06M
|
+$35.8K
|
+404
|
+3%
|
|
|
219
|
Carret Asset Management
New York
|
$1.06M
|
-$2.21K
|
-25
|
-0.2%
|
|
|
220
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.05M
|
+$92.9K
|
+1,050
|
+9%
|
|
|
221
|
Westwood Wealth Management
Los Angeles,
California
|
$1.04M
|
-$140K
|
-1,580
|
-11%
|
|
|
222
|
Laidlaw Wealth Management
New York City,
New York
|
$1.03M
|
-$727K
|
-8,216
|
-39%
|
|
|
223
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.03M
|
+$1.06K
|
+12
|
+0.1%
|
|
|
224
|
Tempus Wealth Planning
Irvine,
California
|
$1.03M
|
+$885
|
+10
|
+0.1%
|
|
|
225
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.02M
|
–
|
–
|
–
|
|
