|
201
|
Caldwell Trust
Venice,
Florida
|
$1.56M
|
+$138K
|
+1,434
|
+10%
|
|
|
202
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.55M
|
+$1.52M
|
+15,883
|
New
|
|
|
203
|
Chesapeake Capital Corp
Tampa,
Florida
|
$1.55M
|
+$331K
|
+3,452
|
+28%
|
|
|
204
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.54M
|
+$331K
|
+3,452
|
+28%
|
|
|
205
|
Principal Financial Group
Des Moines,
Iowa
|
$1.53M
|
+$82.4K
|
+859
|
+6%
|
|
|
206
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.5M
|
+$454K
|
+4,733
|
+44%
|
|
|
207
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$1.49M
|
-$1.13M
|
-11,725
|
-43%
|
|
|
208
|
Sage Advisory Services
Austin,
Texas
|
$1.45M
|
–
|
–
|
–
|
|
|
209
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.43M
|
-$156K
|
-1,627
|
-10%
|
|
|
210
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.41M
|
+$173K
|
+1,798
|
+14%
|
|
|
211
|
SageView Advisory Group
Newport Beach,
California
|
$1.4M
|
+$1.38M
|
+14,344
|
New
|
|
|
212
|
Gotham Asset Management
New York
|
$1.38M
|
+$17.7K
|
+184
|
+1%
|
|
|
213
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.38M
|
+$53.8K
|
+561
|
+4%
|
|
|
214
|
Pinnacle Associates
New York
|
$1.35M
|
+$18.1K
|
+189
|
+1%
|
|
|
215
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.33M
|
+$1.07M
|
+11,153
|
+454%
|
|
|
216
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.33M
|
-$211K
|
-2,195
|
-14%
|
|
|
217
|
&Partners
Nashville,
Tennessee
|
$1.32M
|
+$791K
|
+8,243
|
+158%
|
|
|
218
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.3M
|
+$172K
|
+1,789
|
+15%
|
|
|
219
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.28M
|
+$197K
|
+2,050
|
+19%
|
|
|
220
|
Tower Research Capital (TRC)
New York
|
$1.27M
|
+$1.07M
|
+11,152
|
+609%
|
|
|
221
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.26M
|
-$1.17M
|
-12,156
|
-48%
|
|
|
222
|
Pure Financial Advisors
San Diego,
California
|
$1.25M
|
-$9.12K
|
-95
|
-0.7%
|
|
|
223
|
Perigon Wealth Management
San Francisco,
California
|
$1.24M
|
-$891K
|
-9,287
|
-42%
|
|
|
224
|
Jump Financial
Chicago,
Illinois
|
$1.24M
|
-$7.39M
|
-76,976
|
-86%
|
|
|
225
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$1.24M
|
–
|
–
|
–
|
|
