|
201
|
J2 Capital Management
Troy,
Michigan
|
$1.5M
|
+$1.56M
|
+7,477
|
New
|
|
|
202
|
KCM Investment Advisors
Greenbrae,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
203
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.49M
|
–
|
–
|
–
|
|
|
204
|
One Advisory Partners
Overland Park,
Kansas
|
$1.47M
|
-$2.92K
|
-14
|
-0.2%
|
|
|
205
|
Cetera Advisor Networks
El Segundo,
California
|
$1.47M
|
-$130K
|
-622
|
-8%
|
|
|
206
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.45M
|
+$90K
|
+432
|
+6%
|
|
|
207
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.43M
|
+$1.16M
|
+5,567
|
+361%
|
|
|
208
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.42M
|
-$21.9K
|
-105
|
-1%
|
|
|
209
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.39M
|
-$2.71K
|
-13
|
-0.2%
|
|
|
210
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
211
|
TownSquare Capital
Provo,
Utah
|
$1.36M
|
+$1.03M
|
+4,956
|
+269%
|
|
|
212
|
Park Avenue Securities
New York
|
$1.36M
|
+$1.42M
|
+6,793
|
New
|
|
|
213
|
Klingman & Associates
New York
|
$1.35M
|
–
|
–
|
–
|
|
|
214
|
Brown Advisory
Baltimore,
Maryland
|
$1.28M
|
–
|
–
|
–
|
|
|
215
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.26M
|
+$9.79K
|
+47
|
+0.8%
|
|
|
216
|
Affinity Capital Advisors
Berkeley,
California
|
$1.24M
|
+$1.29M
|
+6,200
|
New
|
|
|
217
|
Evercore Wealth Management
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
218
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.22M
|
-$28.3K
|
-136
|
-2%
|
|
|
219
|
Avantax Advisory Services
Dallas,
Texas
|
$1.21M
|
+$195K
|
+936
|
+18%
|
|
|
220
|
Pinnacle Associates
New York
|
$1.18M
|
+$107K
|
+513
|
+10%
|
|
|
221
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
222
|
InterOcean Capital Group
Nashville,
Tennessee
|
$1.18M
|
-$151K
|
-724
|
-11%
|
|
|
223
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
224
|
Allen Investment Management
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
225
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.13M
|
–
|
–
|
–
|
|
