|
201
|
B&D White Capital Company
Lakeway,
Texas
|
$1.21M
|
-$3.19M
|
-33,359
|
-72%
|
|
|
202
|
Level Four Advisory Services
Dallas,
Texas
|
$1.2M
|
+$52.8K
|
+551
|
+4%
|
|
|
203
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.19M
|
-$27K
|
-282
|
-2%
|
|
|
204
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.18M
|
+$33.5K
|
+350
|
+3%
|
|
|
205
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.17M
|
+$739K
|
+7,719
|
+160%
|
|
|
206
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.16M
|
–
|
–
|
–
|
|
|
207
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.15M
|
+$59.4K
|
+620
|
+5%
|
|
|
208
|
Laidlaw Wealth Management
New York City,
New York
|
$1.14M
|
+$80.7K
|
+843
|
+7%
|
|
|
209
|
Manchester Capital Management
Manchester,
Vermont
|
$1.14M
|
–
|
–
|
–
|
|
|
210
|
Eagle Strategies
New York
|
$1.13M
|
+$1.16M
|
+12,136
|
New
|
|
|
211
|
Wealth Alliance
Mellville,
New York
|
$1.13M
|
+$1.72K
|
+18
|
+0.1%
|
|
|
212
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.13M
|
+$297K
|
+3,100
|
+34%
|
|
|
213
|
Neuberger Berman Group
New York
|
$1.11M
|
+$17.6K
|
+184
|
+2%
|
|
|
214
|
Mission Wealth Management
Santa Barbara,
California
|
$1.1M
|
+$115K
|
+1,199
|
+11%
|
|
|
215
|
MAI Capital Management
Independence,
Ohio
|
$1.07M
|
-$84.6K
|
-883
|
-7%
|
|
|
216
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.06M
|
-$1.1M
|
-11,480
|
-50%
|
|
|
217
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.06M
|
+$95.8K
|
+1,000
|
+10%
|
|
|
218
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.05M
|
-$49.5K
|
-517
|
-4%
|
|
|
219
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.05M
|
+$125K
|
+1,300
|
+13%
|
|
|
220
|
TAP Consulting
Kirkwood,
Missouri
|
$1.05M
|
-$12.2M
|
-127,107
|
-92%
|
|
|
221
|
Bailard
Foster City,
California
|
$998K
|
-$24.4K
|
-255
|
-2%
|
|
|
222
|
Valmark Advisers
Akron,
Ohio
|
$998K
|
+$471K
|
+4,915
|
+85%
|
|
|
223
|
Bank of New York Mellon
New York
|
$993K
|
-$454K
|
-4,741
|
-31%
|
|
|
224
|
Raymond James Trust
St. Petersburg,
Florida
|
$993K
|
+$166K
|
+1,732
|
+19%
|
|
|
225
|
Matrix Private Capital Group
New York
|
$980K
|
+$11.5K
|
+120
|
+1%
|
|
