|
201
|
Perigon Wealth Management
San Francisco,
California
|
$2.4M
|
+$505K
|
+20,374
|
+26%
|
|
|
202
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.4M
|
-$87.8K
|
-3,543
|
-3%
|
|
|
203
|
Asset Management Group
Stamford,
Connecticut
|
$2.38M
|
–
|
–
|
–
|
|
|
204
|
FIDELIS iM
Medford,
Oregon
|
$2.38M
|
+$145K
|
+5,833
|
+6%
|
|
|
205
|
Lee Financial
Dallas,
Texas
|
$2.36M
|
+$77.5K
|
+3,128
|
+3%
|
|
|
206
|
|
$2.34M
|
-$20.3K
|
-820
|
-0.9%
|
|
|
207
|
WealthShield Partners
Cary,
North Carolina
|
$2.33M
|
+$165K
|
+6,670
|
+8%
|
|
|
208
|
Tortoise Investment Management
White Plains,
New York
|
$2.31M
|
+$119K
|
+4,792
|
+5%
|
|
|
209
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$2.31M
|
+$11K
|
+443
|
+0.5%
|
|
|
210
|
Howard Financial Services
Dallas,
Texas
|
$2.31M
|
-$57.1K
|
-2,304
|
-2%
|
|
|
211
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.29M
|
-$231K
|
-9,316
|
-9%
|
|
|
212
|
Operose Advisors
Milwaukee,
Wisconsin
|
$2.28M
|
-$8.35K
|
-337
|
-0.4%
|
|
|
213
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$2.25M
|
-$9.91K
|
-400
|
-0.4%
|
|
|
214
|
Orcam Financial Group
Encinitas,
California
|
$2.22M
|
–
|
–
|
–
|
|
|
215
|
AllSquare Wealth Management
Albany,
New York
|
$2.22M
|
+$892
|
+36
|
+0%
|
|
|
216
|
Abbrea Capital
Greenbrae,
California
|
$2.21M
|
+$50.8K
|
+2,050
|
+2%
|
|
|
217
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$2.19M
|
-$459K
|
-18,537
|
-17%
|
|
|
218
|
Blankinship & Foster
Solana Beach,
California
|
$2.11M
|
-$19.2K
|
-776
|
-0.9%
|
|
|
219
|
Grimes & Company
Westborough,
Massachusetts
|
$2.09M
|
-$644
|
-26
|
-0%
|
|
|
220
|
Liberty Wealth Management
Oakland,
California
|
$2.05M
|
+$2M
|
+80,903
|
New
|
|
|
221
|
Renaissance Technologies
New York
|
$2.02M
|
+$54.5K
|
+2,200
|
+3%
|
|
|
222
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2M
|
+$12.9K
|
+521
|
+0.6%
|
|
|
223
|
Bensler
Bellevue,
Washington
|
$1.97M
|
-$203K
|
-8,208
|
-9%
|
|
|
224
|
Global Financial Private Client
Sarasota,
Florida
|
$1.95M
|
+$37K
|
+1,494
|
+2%
|
|
|
225
|
HoyleCohen
San Diego,
California
|
$1.94M
|
+$570K
|
+22,991
|
+41%
|
|
