|
2101
|
Guardian Investment Management
Tiburon,
California
|
$4.25M
|
–
|
–
|
–
|
|
|
2102
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$4.25M
|
+$3.96M
|
+26,965
|
New
|
|
|
2103
|
Hamel Associates
Chatham,
New Jersey
|
$4.24M
|
-$39.7K
|
-270
|
-1%
|
|
|
2104
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$4.23M
|
+$3.94M
|
+26,841
|
New
|
|
|
2105
|
SimplyRich
Carlsbad,
California
|
$4.23M
|
–
|
–
|
–
|
|
|
2106
|
|
$4.23M
|
+$154K
|
+1,045
|
+4%
|
|
|
2107
|
Ausdal Financial Partners
Davenport,
Iowa
|
$4.22M
|
+$234K
|
+1,595
|
+7%
|
|
|
2108
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.22M
|
+$1.38M
|
+9,411
|
+54%
|
|
|
2109
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.18M
|
-$240K
|
-1,637
|
-6%
|
|
|
2110
|
PagnatoKarp Partners
Reston,
Virginia
|
$4.17M
|
-$48.9K
|
-333
|
-1%
|
|
|
2111
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.17M
|
+$87.1K
|
+593
|
+2%
|
|
|
2112
|
Central Asset Investments & Management Holdings
Hong Kong
|
$4.17M
|
+$692K
|
+4,708
|
+22%
|
|
|
2113
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$4.17M
|
-$188K
|
-1,280
|
-5%
|
|
|
2114
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.16M
|
+$466K
|
+3,173
|
+14%
|
|
|
2115
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$4.16M
|
-$541K
|
-3,680
|
-12%
|
|
|
2116
|
Mount Vernon Associates
Baltimore,
Maryland
|
$4.16M
|
-$44.1K
|
-300
|
-1%
|
|
|
2117
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.15M
|
+$3.87M
|
+26,323
|
New
|
|
|
2118
|
Karp Capital Management
Sausalito,
California
|
$4.13M
|
+$98.9K
|
+673
|
+3%
|
|
|
2119
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$4.13M
|
+$139K
|
+946
|
+4%
|
|
|
2120
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4.13M
|
-$140K
|
-954
|
-4%
|
|
|
2121
|
Cerity Partners OCIO
New York
|
$4.12M
|
-$155K
|
-1,057
|
-5%
|
|
|
2122
|
Carlson Capital Management
Northfield,
Minnesota
|
$4.12M
|
+$614K
|
+4,182
|
+19%
|
|
|
2123
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4.11M
|
+$426K
|
+2,903
|
+13%
|
|
|
2124
|
Community Capital Management
Plantation,
Florida
|
$4.1M
|
-$980K
|
-6,671
|
-20%
|
|
|
2125
|
Cox Capital Management
Andover,
Massachusetts
|
$4.09M
|
+$5.14K
|
+35
|
+0.1%
|
|
