|
201
|
Miller Equity Capital Advisors
Irving,
Texas
|
$7.06M
|
-$3.98M
|
-73,052
|
-38%
|
|
|
202
|
VERITY Wealth Advisors
Sausalito,
United States
|
$6.97M
|
+$118K
|
+2,167
|
+2%
|
|
|
203
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$6.84M
|
+$6.04M
|
+110,767
|
+1,704%
|
|
|
204
|
Dowling & Yahnke
San Diego,
California
|
$6.57M
|
-$525K
|
-9,636
|
-8%
|
|
|
205
|
Balentine LLC
Atlanta,
Georgia
|
$6.54M
|
–
|
–
|
–
|
|
|
206
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.45M
|
-$57.1K
|
-1,048
|
-0.9%
|
|
|
207
|
TrinityPoint Wealth
Milford,
Connecticut
|
$6.24M
|
+$746K
|
+13,680
|
+15%
|
|
|
208
|
Joel Isaacson & Co
New York
|
$6.21M
|
+$460K
|
+8,446
|
+9%
|
|
|
209
|
Axis Capital Holdings
Pembroke,
|
$6.18M
|
+$5.77M
|
+105,841
|
New
|
|
|
210
|
M&T Bank
Buffalo,
New York
|
$6.13M
|
+$555K
|
+10,178
|
+11%
|
|
|
211
|
Welch & Forbes
Boston,
Massachusetts
|
$6.09M
|
+$60K
|
+1,100
|
+1%
|
|
|
212
|
Avantax Advisory Services
Dallas,
Texas
|
$6.05M
|
-$3.04M
|
-55,739
|
-35%
|
|
|
213
|
Oppenheimer Asset Management
New York
|
$6.02M
|
+$4.42M
|
+81,152
|
+368%
|
|
|
214
|
Opus Investment Management
Worcester,
Massachusetts
|
$5.95M
|
–
|
–
|
–
|
|
|
215
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$5.93M
|
-$358K
|
-6,561
|
-6%
|
|
|
216
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$5.92M
|
+$442K
|
+8,107
|
+9%
|
|
|
217
|
Transcend Capital Advisors
Madison,
New Jersey
|
$5.88M
|
+$200K
|
+3,675
|
+4%
|
|
|
218
|
SOL Capital Management
Rockville,
Maryland
|
$5.71M
|
-$10.9K
|
-200
|
-0.2%
|
|
|
219
|
Manchester Capital Management
Manchester,
Vermont
|
$5.69M
|
-$927
|
-17
|
-0%
|
|
|
220
|
RFG Advisory
Birmingham,
Alabama
|
$5.69M
|
-$1.48M
|
-27,169
|
-23%
|
|
|
221
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.6M
|
-$291K
|
-5,335
|
-5%
|
|
|
222
|
Huntington National Bank
Columbus,
Ohio
|
$5.59M
|
–
|
–
|
–
|
|
|
223
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.58M
|
+$121K
|
+2,219
|
+2%
|
|
|
224
|
Black Diamond Financial
Towson,
Maryland
|
$5.56M
|
-$185K
|
-3,387
|
-3%
|
|
|
225
|
SVA Wealth Management
Madison,
Wisconsin
|
$5.5M
|
-$160K
|
-2,940
|
-3%
|
|
