|
201
|
Coombe, Bender & Co
Ellenville,
New York
|
$1.24M
|
+$5.7K
|
+94
|
+0.4%
|
|
|
202
|
Tortoise Investment Management
White Plains,
New York
|
$1.23M
|
-$1.59M
|
-26,171
|
-55%
|
|
|
203
|
Willis Johnson & Associates
Houston,
Texas
|
$1.21M
|
+$414K
|
+6,837
|
+49%
|
|
|
204
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.19M
|
-$439K
|
-7,249
|
-26%
|
|
|
205
|
First American Trust
Santa Ana,
California
|
$1.19M
|
-$66.7K
|
-1,101
|
-5%
|
|
|
206
|
Pinnacle Associates
New York
|
$1.17M
|
+$142K
|
+2,345
|
+13%
|
|
|
207
|
Arax Advisory Partners
Denver,
Colorado
|
$1.16M
|
-$84.9K
|
-1,401
|
-7%
|
|
|
208
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.16M
|
+$188K
|
+3,105
|
+19%
|
|
|
209
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.15M
|
-$22.1K
|
-364
|
-2%
|
|
|
210
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.14M
|
–
|
–
|
–
|
|
|
211
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.13M
|
+$324K
|
+5,349
|
+38%
|
|
|
212
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.06M
|
+$1.1M
|
+18,223
|
New
|
|
|
213
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.04M
|
-$532K
|
-8,770
|
-33%
|
|
|
214
|
Graypoint LLC
Albany,
New York
|
$1.02M
|
+$242
|
+4
|
+0%
|
|
|
215
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$1.02M
|
-$4.85K
|
-80
|
-0.5%
|
|
|
216
|
Merriman Wealth Management
Seattle,
Washington
|
$1.01M
|
+$318K
|
+5,253
|
+43%
|
|
|
217
|
Ironwood Investment Management
Boston,
Massachusetts
|
$999K
|
+$245K
|
+4,047
|
+31%
|
|
|
218
|
|
$990K
|
+$192K
|
+3,170
|
+23%
|
|
|
219
|
Wealthspire Advisors (New York)
New York
|
$979K
|
+$8.49K
|
+140
|
+0.8%
|
|
|
220
|
US Bancorp
Minneapolis,
Minnesota
|
$976K
|
+$350K
|
+5,769
|
+53%
|
|
|
221
|
Gilbert & Cook
West Des Moines,
Iowa
|
$974K
|
-$196K
|
-3,241
|
-16%
|
|
|
222
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$953K
|
-$13.5K
|
-222
|
-1%
|
|
|
223
|
RGT Wealth Advisors
Dallas,
Texas
|
$927K
|
-$78.4K
|
-1,294
|
-8%
|
|
|
224
|
Source Financial Advisors
New York
|
$911K
|
-$103K
|
-1,706
|
-10%
|
|
|
225
|
GeoWealth Management
Chicago,
Illinois
|
$910K
|
-$103K
|
-1,706
|
-10%
|
|
