|
551
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.25M
|
+$184K
|
+2,290
|
+17%
|
|
|
552
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1.25M
|
+$18.3K
|
+228
|
+1%
|
|
|
553
|
Howard Wealth Management
Madison,
Connecticut
|
$1.25M
|
-$195K
|
-2,434
|
-13%
|
|
|
554
|
Corda Investment Management
Houston,
Texas
|
$1.25M
|
+$64.9K
|
+808
|
+5%
|
|
|
555
|
Independence Advisors
Wayne,
Pennsylvania
|
$1.24M
|
-$23.4K
|
-291
|
-2%
|
|
|
556
|
Teachers Insurance & Annuity Association of America
New York
|
$1.24M
|
-$5.56M
|
-69,300
|
-82%
|
|
|
557
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.24M
|
-$599K
|
-7,464
|
-32%
|
|
|
558
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$1.24M
|
+$269K
|
+3,350
|
+27%
|
|
|
559
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.23M
|
+$61.5K
|
+766
|
+5%
|
|
|
560
|
Optimal Asset Management
Los Altos,
California
|
$1.22M
|
+$581K
|
+7,236
|
+88%
|
|
|
561
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.22M
|
+$32.3K
|
+402
|
+3%
|
|
|
562
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.22M
|
+$1.24M
|
+15,414
|
New
|
|
|
563
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.22M
|
-$85.2K
|
-1,061
|
-6%
|
|
|
564
|
Calton & Associates
Tampa,
Florida
|
$1.21M
|
+$101K
|
+1,258
|
+9%
|
|
|
565
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.21M
|
-$538K
|
-6,697
|
-30%
|
|
|
566
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.2M
|
+$557K
|
+6,944
|
+84%
|
|
|
567
|
|
$1.19M
|
-$163K
|
-2,036
|
-12%
|
|
|
568
|
Callan Capital
La Jolla,
California
|
$1.19M
|
+$187K
|
+2,329
|
+18%
|
|
|
569
|
DF Dent & Co
Baltimore,
Maryland
|
$1.17M
|
+$803
|
+10
|
+0.1%
|
|
|
570
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.17M
|
+$34.8K
|
+434
|
+3%
|
|
|
571
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.16M
|
+$19.3K
|
+240
|
+2%
|
|
|
572
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.16M
|
+$77K
|
+959
|
+7%
|
|
|
573
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.15M
|
+$1.17M
|
+14,534
|
New
|
|
|
574
|
Community Bank
Dewitt,
New York
|
$1.15M
|
-$154K
|
-1,921
|
-12%
|
|
|
575
|
SVB Investment Services
Salt Lake City,
Utah
|
$1.13M
|
-$994K
|
-12,385
|
-46%
|
|
