|
201
|
IMS Capital Management
Portland,
Oregon
|
$5.12M
|
-$145K
|
-2,860
|
-3%
|
|
|
202
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$5.12M
|
+$5.12M
|
+100,705
|
New
|
|
|
203
|
Rockefeller Capital Management
New York
|
$5.01M
|
+$2.29M
|
+45,053
|
+84%
|
|
|
204
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.97M
|
–
|
–
|
–
|
|
|
205
|
Eudaimonia Partners
Winchester,
Tennessee
|
$4.95M
|
-$578K
|
-11,379
|
-10%
|
|
|
206
|
AJ Wealth Strategies
New York
|
$4.91M
|
+$455K
|
+8,955
|
+10%
|
|
|
207
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.83M
|
+$799K
|
+15,715
|
+20%
|
|
|
208
|
Community Bank
Dewitt,
New York
|
$4.77M
|
+$1.52M
|
+29,960
|
+47%
|
|
|
209
|
CAZ Investments
Houston,
Texas
|
$4.75M
|
+$4.75M
|
+93,505
|
New
|
|
|
210
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.74M
|
+$374K
|
+7,362
|
+9%
|
|
|
211
|
Paragon Advisors
College Station,
Texas
|
$4.71M
|
-$2.32M
|
-45,732
|
-33%
|
|
|
212
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.7M
|
-$492K
|
-9,678
|
-9%
|
|
|
213
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$4.67M
|
-$2.48M
|
-48,844
|
-35%
|
|
|
214
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.62M
|
+$643K
|
+12,651
|
+16%
|
|
|
215
|
Tortoise Investment Management
White Plains,
New York
|
$4.6M
|
-$47.8K
|
-941
|
-1%
|
|
|
216
|
KWMG LLC
Overland Park,
Kansas
|
$4.58M
|
-$53.1K
|
-1,045
|
-1%
|
|
|
217
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$4.48M
|
-$1.31M
|
-25,706
|
-23%
|
|
|
218
|
EP Wealth Advisors
Torrance,
California
|
$4.39M
|
+$4.39M
|
+86,428
|
New
|
|
|
219
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.38M
|
-$4.59M
|
-90,328
|
-51%
|
|
|
220
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.27M
|
+$563K
|
+11,085
|
+15%
|
|
|
221
|
Oxbow Advisors
Austin,
Texas
|
$4.23M
|
-$541K
|
-10,650
|
-11%
|
|
|
222
|
Pinion Investment Advisors
Wichita,
Kansas
|
$4.2M
|
–
|
–
|
–
|
|
|
223
|
Cooper Financial Group
Irvine,
California
|
$4.18M
|
-$527K
|
-10,363
|
-11%
|
|
|
224
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.18M
|
-$879K
|
-17,300
|
-17%
|
|
|
225
|
Perennial Advisors
New York
|
$4.15M
|
+$916K
|
+18,028
|
+28%
|
|
