|
201
|
VERITY Wealth Advisors
Sausalito,
United States
|
$450K
|
–
|
–
|
–
|
|
|
202
|
Montag & Associates
Atlanta,
Georgia
|
$438K
|
–
|
–
|
–
|
|
|
203
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$437K
|
-$139K
|
-1,008
|
-21%
|
|
|
204
|
Parsons Capital Management
Providence,
Rhode Island
|
$432K
|
+$5.51K
|
+40
|
+1%
|
|
|
205
|
Concentric Wealth Management
Lafayette,
California
|
$427K
|
–
|
–
|
–
|
|
|
206
|
Rockefeller Capital Management
New York
|
$426K
|
+$2.48K
|
+18
|
+0.5%
|
|
|
207
|
Private Ocean
San Rafael,
California
|
$418K
|
+$5.92K
|
+43
|
+1%
|
|
|
208
|
Pinnacle Associates
New York
|
$417K
|
-$469K
|
-3,405
|
-49%
|
|
|
209
|
Darrell & King
Charlottesville,
Virginia
|
$417K
|
+$484K
|
+3,515
|
New
|
|
|
210
|
Iconiq Capital
San Francisco,
California
|
$412K
|
+$1.24K
|
+9
|
+0.3%
|
|
|
211
|
Plancorp LLC
Saint Louis,
Missouri
|
$400K
|
–
|
–
|
–
|
|
|
212
|
Signet Financial Management
Parsippany,
New Jersey
|
$397K
|
–
|
–
|
–
|
|
|
213
|
TCF National Bank
Sioux Falls,
South Dakota
|
$389K
|
-$262K
|
-1,900
|
-37%
|
|
|
214
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$386K
|
–
|
–
|
–
|
|
|
215
|
Litman Gregory Wealth Management
Larkspur,
California
|
$385K
|
+$216K
|
+1,566
|
+93%
|
|
|
216
|
Marshall Wace
London,
United Kingdom
|
$377K
|
+$438K
|
+3,182
|
New
|
|
|
217
|
Naples Global Advisors
Naples,
Florida
|
$371K
|
-$24.1K
|
-175
|
-5%
|
|
|
218
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$371K
|
-$14.3K
|
-104
|
-3%
|
|
|
219
|
Bank of Marin
Novato,
California
|
$370K
|
–
|
–
|
–
|
|
|
220
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$370K
|
+$430K
|
+3,118
|
New
|
|
|
221
|
Chronos Wealth Management
Clearwater,
Florida
|
$368K
|
-$76.6K
|
-556
|
-15%
|
|
|
222
|
East Coast Asset Management
Essex,
Massachusetts
|
$363K
|
-$15.8K
|
-115
|
-4%
|
|
|
223
|
Paulson Wealth Management
Wheaton,
Illinois
|
$363K
|
–
|
–
|
–
|
|
|
224
|
Edgestream Partners
Princeton,
New Jersey
|
$360K
|
+$418K
|
+3,037
|
New
|
|
|
225
|
Linscomb Wealth
Houston,
Texas
|
$359K
|
–
|
–
|
–
|
|
