|
201
|
Steward Partners Investment Advisory
New York
|
$1.15M
|
+$271K
|
+2,286
|
+29%
|
|
|
202
|
Sonata Capital Group
Seattle,
Washington
|
$1.14M
|
-$2.37K
|
-20
|
-0.2%
|
|
|
203
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.11M
|
-$114K
|
-964
|
-9%
|
|
|
204
|
Fort Point Capital Partners
San Francisco,
California
|
$1.11M
|
-$15.8K
|
-133
|
-1%
|
|
|
205
|
Davenport & Co
Richmond,
Virginia
|
$1.07M
|
+$553K
|
+4,668
|
+99%
|
|
|
206
|
Neuberger Berman Group
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
207
|
Capital Management Associates (New York)
New York
|
$1.06M
|
-$511K
|
-4,307
|
-32%
|
|
|
208
|
Cora Capital Advisors
Marlton,
New Jersey
|
$1.05M
|
-$9.38M
|
-79,131
|
-90%
|
|
|
209
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.01M
|
+$1.05M
|
+8,883
|
New
|
|
|
210
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1M
|
–
|
–
|
–
|
|
|
211
|
Vickerman Investment Advisors
Spokane,
Washington
|
$997K
|
-$1.54K
|
-13
|
-0.1%
|
|
|
212
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$980K
|
+$668K
|
+5,633
|
+188%
|
|
|
213
|
Whittier Trust
South Pasadena,
California
|
$978K
|
-$35.6K
|
-300
|
-3%
|
|
|
214
|
Waterloo Capital
Austin,
Texas
|
$971K
|
+$1.01M
|
+8,501
|
New
|
|
|
215
|
Valeo Financial Advisors
Carmel,
Indiana
|
$965K
|
+$119K
|
+1,002
|
+13%
|
|
|
216
|
Nomura Asset Management
Tokyo,
Japan
|
$948K
|
-$119K
|
-1,000
|
-11%
|
|
|
217
|
PFG Advisors
Phoenix,
Arizona
|
$946K
|
-$14.1K
|
-119
|
-1%
|
|
|
218
|
Royal Fund Management
Lady Lake,
Florida
|
$941K
|
+$466K
|
+3,930
|
+91%
|
|
|
219
|
Chevy Chase Trust
Bethesda,
Maryland
|
$937K
|
-$11.6K
|
-98
|
-1%
|
|
|
220
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$932K
|
-$27K
|
-228
|
-3%
|
|
|
221
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$925K
|
-$23.7K
|
-200
|
-2%
|
|
|
222
|
Retirement Group
San Diego,
California
|
$922K
|
+$63.2K
|
+533
|
+7%
|
|
|
223
|
Mission Wealth Management
Santa Barbara,
California
|
$915K
|
+$430K
|
+3,628
|
+83%
|
|
|
224
|
First Bancorp
Damariscotta,
Maine
|
$907K
|
-$106K
|
-890
|
-10%
|
|
|
225
|
|
$881K
|
+$586K
|
+4,941
|
+179%
|
|
