|
201
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$2.71M
|
–
|
–
|
–
|
|
|
202
|
Leavell Investment Management
Mobile,
Alabama
|
$2.67M
|
-$84.5K
|
-870
|
-3%
|
|
|
203
|
Physician Wealth Advisors
Midvale,
Utah
|
$2.57M
|
-$27.4K
|
-282
|
-1%
|
|
|
204
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.55M
|
+$316K
|
+3,251
|
+14%
|
|
|
205
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.55M
|
-$300K
|
-3,085
|
-11%
|
|
|
206
|
Wallace Advisory Group
Lafayette,
California
|
$2.54M
|
-$137K
|
-1,415
|
-5%
|
|
|
207
|
Apella Capital
West Hartford,
Connecticut
|
$2.48M
|
-$35.8K
|
-368
|
-1%
|
|
|
208
|
Principal Financial Group
Des Moines,
Iowa
|
$2.47M
|
-$2.28M
|
-23,425
|
-48%
|
|
|
209
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.47M
|
-$84.3K
|
-868
|
-3%
|
|
|
210
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.45M
|
+$139K
|
+1,428
|
+6%
|
|
|
211
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$2.43M
|
+$205K
|
+2,115
|
+9%
|
|
|
212
|
Perigon Wealth Management
San Francisco,
California
|
$2.42M
|
+$468K
|
+4,817
|
+24%
|
|
|
213
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.37M
|
-$484K
|
-4,982
|
-17%
|
|
|
214
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.36M
|
+$30.8K
|
+317
|
+1%
|
|
|
215
|
Prospera Financial Services
Dallas,
Texas
|
$2.32M
|
-$12.1M
|
-124,145
|
-84%
|
|
|
216
|
Cambridge Associates
Boston,
Massachusetts
|
$2.32M
|
-$3.96M
|
-40,758
|
-63%
|
|
|
217
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$2.31M
|
+$157K
|
+1,615
|
+7%
|
|
|
218
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2.31M
|
-$1M
|
-10,303
|
-30%
|
|
|
219
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.31M
|
+$147K
|
+1,515
|
+7%
|
|
|
220
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.24M
|
+$134K
|
+1,375
|
+6%
|
|
|
221
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$2.21M
|
-$213K
|
-2,189
|
-9%
|
|
|
222
|
Hudson Portfolio Management
Garrison,
New York
|
$2.15M
|
+$12.1K
|
+125
|
+0.6%
|
|
|
223
|
Belpointe Asset Management
Reno,
Nevada
|
$2.09M
|
+$1.14M
|
+11,709
|
+119%
|
|
|
224
|
Column Capital Advisors
Indianapolis,
Indiana
|
$2.09M
|
+$265K
|
+2,726
|
+14%
|
|
|
225
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.08M
|
+$3.4K
|
+35
|
+0.2%
|
|
