|
201
|
Regis Management Company
Menlo Park,
California
|
$1.05M
|
+$93.4K
|
+1,070
|
+10%
|
|
|
202
|
Lyell Wealth Management
Menlo Park,
California
|
$1.04M
|
+$279K
|
+3,191
|
+37%
|
|
|
203
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1M
|
-$1.26M
|
-14,431
|
-56%
|
|
|
204
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$988K
|
+$100K
|
+1,145
|
+11%
|
|
|
205
|
Simply Money Advisors
Cincinnati,
Ohio
|
$979K
|
+$554K
|
+6,343
|
+131%
|
|
|
206
|
Voya Financial Advisors
Windsor,
Connecticut
|
$974K
|
+$24.1K
|
+276
|
+3%
|
|
|
207
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$962K
|
-$16.9K
|
-194
|
-2%
|
|
|
208
|
FC Advisory
West Chester,
Pennsylvania
|
$949K
|
+$85.2K
|
+976
|
+10%
|
|
|
209
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$945K
|
-$439K
|
-5,030
|
-32%
|
|
|
210
|
Duncker Streett & Co
St. Louis,
Missouri
|
$939K
|
-$117K
|
-1,340
|
-11%
|
|
|
211
|
Chesley Taft & Associates
Chicago,
Illinois
|
$929K
|
+$104K
|
+1,195
|
+13%
|
|
|
212
|
Pinnacle Associates
New York
|
$924K
|
-$27K
|
-309
|
-3%
|
|
|
213
|
Anchor Investment Management
Columbia,
South Carolina
|
$916K
|
+$8.73K
|
+100
|
+1%
|
|
|
214
|
WESPAC Advisors
Orinda,
California
|
$913K
|
+$309K
|
+3,534
|
+51%
|
|
|
215
|
M Holdings Securities
Portland,
Oregon
|
$910K
|
+$78.7K
|
+901
|
+9%
|
|
|
216
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$903K
|
+$149K
|
+1,708
|
+20%
|
|
|
217
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$900K
|
+$898K
|
+10,284
|
New
|
|
|
218
|
Kalos Management
Alpharetta,
Georgia
|
$892K
|
-$34.1K
|
-390
|
-4%
|
|
|
219
|
Narus Financial Partners
Salt Lake City,
Utah
|
$858K
|
-$78K
|
-893
|
-8%
|
|
|
220
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$857K
|
+$28.8K
|
+330
|
+3%
|
|
|
221
|
Efficient Advisors
Mason,
Ohio
|
$855K
|
-$47.3K
|
-542
|
-5%
|
|
|
222
|
Continuum Advisory
Eagle,
Idaho
|
$852K
|
-$475K
|
-5,444
|
-36%
|
|
|
223
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$840K
|
+$201K
|
+2,300
|
+32%
|
|
|
224
|
Park Avenue Securities
New York
|
$835K
|
-$645K
|
-7,384
|
-44%
|
|
|
225
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$830K
|
+$10.9K
|
+125
|
+1%
|
|
