|
301
|
Capital Planning
Bellevue,
Washington
|
$4.07M
|
-$538K
|
-34,179
|
-12%
|
|
|
302
|
Successful Portfolios
Clearwater,
Florida
|
$4.05M
|
+$202K
|
+12,867
|
+5%
|
|
|
303
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.94M
|
-$12.3K
|
-780
|
-0.3%
|
|
|
304
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.93M
|
-$212K
|
-13,485
|
-5%
|
|
|
305
|
Atria Investments
Charlotte,
North Carolina
|
$3.89M
|
-$122K
|
-7,782
|
-3%
|
|
|
306
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.88M
|
-$77.4K
|
-4,917
|
-2%
|
|
|
307
|
Connectus Wealth
Cincinnati,
Ohio
|
$3.86M
|
-$139K
|
-8,859
|
-4%
|
|
|
308
|
Mitchell Capital Management
Leawood,
Kansas
|
$3.86M
|
+$340K
|
+21,585
|
+10%
|
|
|
309
|
Atria Wealth Solutions
New York
|
$3.83M
|
-$2.97M
|
-188,958
|
-44%
|
|
|
310
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.82M
|
+$115K
|
+7,332
|
+3%
|
|
|
311
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$3.81M
|
-$253K
|
-16,080
|
-6%
|
|
|
312
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$3.8M
|
-$18.6K
|
-1,182
|
-0.5%
|
|
|
313
|
Nomura Asset Management
Tokyo,
Japan
|
$3.77M
|
–
|
–
|
–
|
|
|
314
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3.74M
|
+$14K
|
+888
|
+0.4%
|
|
|
315
|
Bank of New York Mellon
New York
|
$3.71M
|
–
|
–
|
–
|
|
|
316
|
Mengis Capital Management
Portland,
Oregon
|
$3.7M
|
+$65.2K
|
+4,146
|
+2%
|
|
|
317
|
Financial Advisors
Andover,
Massachusetts
|
$3.68M
|
+$2.83K
|
+180
|
+0.1%
|
|
|
318
|
SFMG Wealth Advisors
Plano,
Texas
|
$3.64M
|
-$95.3K
|
-6,057
|
-3%
|
|
|
319
|
Berkeley Inc
Boise,
Idaho
|
$3.61M
|
+$70.2K
|
+4,461
|
+2%
|
|
|
320
|
Bailard
Foster City,
California
|
$3.59M
|
+$94K
|
+5,973
|
+3%
|
|
|
321
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$3.53M
|
-$41.6K
|
-2,643
|
-1%
|
|
|
322
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$3.49M
|
+$66.3K
|
+4,212
|
+2%
|
|
|
323
|
Pinion Investment Advisors
Wichita,
Kansas
|
$3.48M
|
-$138K
|
-8,763
|
-4%
|
|
|
324
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.47M
|
+$114K
|
+7,218
|
+3%
|
|
|
325
|
Tower Research Capital (TRC)
New York
|
$3.45M
|
+$3.35M
|
+213,159
|
+24,931%
|
|
