|
201
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.07M
|
-$39.6K
|
-776
|
-2%
|
|
|
202
|
Circle Wealth Management
Summit,
New Jersey
|
$2.01M
|
+$2.01M
|
+39,460
|
New
|
|
|
203
|
Vawter Financial
Columbus,
Ohio
|
$2.01M
|
+$2.01M
|
+39,458
|
New
|
|
|
204
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.01M
|
-$231K
|
-4,534
|
-10%
|
|
|
205
|
&Partners
Nashville,
Tennessee
|
$2.01M
|
+$107K
|
+2,099
|
+6%
|
|
|
206
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$1.97M
|
+$740K
|
+14,520
|
+60%
|
|
|
207
|
New Capital Management
Houston,
Texas
|
$1.97M
|
-$81.2K
|
-1,594
|
-4%
|
|
|
208
|
BFSG LLC
Irvine,
California
|
$1.94M
|
-$268K
|
-5,255
|
-12%
|
|
|
209
|
Red Mountain Financial
Fort Collins,
Colorado
|
$1.89M
|
+$65.1K
|
+1,278
|
+4%
|
|
|
210
|
Bramshill Investments
Naples,
Florida
|
$1.88M
|
-$60.5K
|
-1,187
|
-3%
|
|
|
211
|
Summit Wealth Partners
Orlando,
Florida
|
$1.86M
|
+$16.8K
|
+329
|
+0.9%
|
|
|
212
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.85M
|
+$66.9K
|
+1,313
|
+4%
|
|
|
213
|
1900 Wealth Management
San Antonio,
Texas
|
$1.83M
|
-$56.1K
|
-1,100
|
-3%
|
|
|
214
|
Pecaut & Co
Sioux City,
Iowa
|
$1.79M
|
-$11.5K
|
-225
|
-0.6%
|
|
|
215
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.79M
|
-$1.89K
|
-37
|
-0.1%
|
|
|
216
|
Harbour Investments
Madison,
Wisconsin
|
$1.77M
|
+$247K
|
+4,841
|
+16%
|
|
|
217
|
MAI Capital Management
Independence,
Ohio
|
$1.76M
|
-$306
|
-6
|
-0%
|
|
|
218
|
Klingman & Associates
New York
|
$1.76M
|
+$486K
|
+9,544
|
+38%
|
|
|
219
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.75M
|
+$280K
|
+5,500
|
+19%
|
|
|
220
|
Paladin Advisory Group
Clive,
Iowa
|
$1.75M
|
-$665K
|
-13,056
|
-28%
|
|
|
221
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.75M
|
+$102K
|
+2,008
|
+6%
|
|
|
222
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.73M
|
-$437K
|
-8,578
|
-20%
|
|
|
223
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$1.69M
|
+$205K
|
+4,019
|
+14%
|
|
|
224
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.65M
|
+$111K
|
+2,173
|
+7%
|
|
|
225
|
AssetMark Inc
Concord,
California
|
$1.65M
|
+$381K
|
+7,469
|
+30%
|
|
