|
201
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$2.26M
|
-$179K
|
-5,486
|
-7%
|
|
|
202
|
Rakuten Investment Management
Tokyo,
Japan
|
$2.25M
|
+$81.4K
|
+2,500
|
+4%
|
|
|
203
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.19M
|
+$279K
|
+8,553
|
+14%
|
|
|
204
|
Reitz Capital Advisors
Freeland,
Michigan
|
$2.19M
|
+$1.33M
|
+40,796
|
+146%
|
|
|
205
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.18M
|
+$425K
|
+13,042
|
+23%
|
|
|
206
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2.17M
|
-$107K
|
-3,300
|
-5%
|
|
|
207
|
Barrett Asset Management
New York
|
$2.14M
|
+$685K
|
+21,035
|
+45%
|
|
|
208
|
Alpha Capital Management
Austin,
Texas
|
$2.11M
|
-$1.11K
|
-34
|
-0.1%
|
|
|
209
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.1M
|
-$40.9K
|
-1,255
|
-2%
|
|
|
210
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.1M
|
+$260K
|
+7,983
|
+14%
|
|
|
211
|
Sunesis Advisors
Overland Park,
Kansas
|
$2.07M
|
–
|
–
|
–
|
|
|
212
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.05M
|
+$80K
|
+2,456
|
+4%
|
|
|
213
|
Capital Planning
Bellevue,
Washington
|
$2M
|
-$1.98M
|
-60,814
|
-49%
|
|
|
214
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$2M
|
-$24.9K
|
-763
|
-1%
|
|
|
215
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2M
|
+$404K
|
+12,391
|
+25%
|
|
|
216
|
QCI Asset Management
Pittsford,
New York
|
$2M
|
-$236K
|
-7,240
|
-10%
|
|
|
217
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$1.99M
|
-$14.2K
|
-437
|
-0.7%
|
|
|
218
|
Trellis Advisors
Ellensburg,
Washington
|
$1.98M
|
-$37.2K
|
-1,142
|
-2%
|
|
|
219
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.9M
|
-$1.06M
|
-32,559
|
-35%
|
|
|
220
|
Ancora Advisors
Cleveland,
Ohio
|
$1.87M
|
+$58.3K
|
+1,791
|
+3%
|
|
|
221
|
Tortoise Investment Management
White Plains,
New York
|
$1.82M
|
+$192K
|
+5,884
|
+11%
|
|
|
222
|
Sunbelt Securities
Houston,
Texas
|
$1.78M
|
+$171K
|
+5,246
|
+10%
|
|
|
223
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.78M
|
+$28.6K
|
+879
|
+2%
|
|
|
224
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$1.76M
|
-$453K
|
-13,922
|
-20%
|
|
|
225
|
Fort Point Capital Partners
San Francisco,
California
|
$1.76M
|
+$8.47K
|
+260
|
+0.5%
|
|
