|
201
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$2.27M
|
-$73.2K
|
-2,397
|
-3%
|
|
|
202
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.26M
|
-$19.4K
|
-636
|
-0.8%
|
|
|
203
|
Fagan Associates
Troy,
New York
|
$2.24M
|
-$72.4K
|
-2,369
|
-3%
|
|
|
204
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.21M
|
+$136K
|
+4,442
|
+6%
|
|
|
205
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.2M
|
-$57K
|
-1,867
|
-2%
|
|
|
206
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.19M
|
-$208K
|
-6,796
|
-8%
|
|
|
207
|
Bailard
Foster City,
California
|
$2.17M
|
-$103K
|
-3,373
|
-4%
|
|
|
208
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$2.17M
|
-$272K
|
-8,905
|
-11%
|
|
|
209
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.13M
|
+$41.4K
|
+1,356
|
+2%
|
|
|
210
|
Callan Capital
La Jolla,
California
|
$2.11M
|
+$1.05M
|
+34,465
|
+94%
|
|
|
211
|
Resource Planning Group
Atlanta,
Georgia
|
$2.1M
|
-$98.1K
|
-3,211
|
-4%
|
|
|
212
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.07M
|
+$54.2K
|
+1,773
|
+3%
|
|
|
213
|
Destination Wealth Management
Walnut Creek,
California
|
$2.06M
|
+$946K
|
+30,970
|
+80%
|
|
|
214
|
Grimes & Company
Westborough,
Massachusetts
|
$2.06M
|
-$3.37M
|
-110,425
|
-61%
|
|
|
215
|
|
$2.05M
|
-$624K
|
-20,420
|
-23%
|
|
|
216
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.04M
|
-$256K
|
-8,386
|
-11%
|
|
|
217
|
Mutual Advisors
Omaha,
Nebraska
|
$2.03M
|
+$30.7K
|
+1,005
|
+1%
|
|
|
218
|
Everhart Financial Group
Dublin,
Ohio
|
$2M
|
+$628K
|
+20,561
|
+44%
|
|
|
219
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.99M
|
+$2.05M
|
+67,036
|
New
|
|
|
220
|
Alpha Capital Management
Austin,
Texas
|
$1.95M
|
-$26.4K
|
-865
|
-1%
|
|
|
221
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.94M
|
+$22.7K
|
+743
|
+1%
|
|
|
222
|
Fortis Capital Management
Bellevue,
Washington
|
$1.93M
|
+$420K
|
+13,754
|
+27%
|
|
|
223
|
James Investment Research
Alpha,
Ohio
|
$1.93M
|
-$1.04M
|
-34,185
|
-34%
|
|
|
224
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.92M
|
+$1.98M
|
+64,935
|
New
|
|
|
225
|
Fort Point Capital Partners
San Francisco,
California
|
$1.91M
|
+$110K
|
+3,599
|
+6%
|
|
