|
351
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
352
|
Next Capital Management
New York
|
$1.57M
|
-$693K
|
-2,666
|
-29%
|
|
|
353
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$1.57M
|
+$1.66M
|
+6,398
|
New
|
|
|
354
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$1.56M
|
+$1.66M
|
+6,367
|
New
|
|
|
355
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.55M
|
-$96.2K
|
-370
|
-6%
|
|
|
356
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.54M
|
-$119K
|
-458
|
-7%
|
|
|
357
|
Frisch Financial Group
Melville,
New York
|
$1.54M
|
-$197K
|
-759
|
-11%
|
|
|
358
|
City Holding Co
Charleston,
West Virginia
|
$1.54M
|
-$7.28K
|
-28
|
-0.4%
|
|
|
359
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.53M
|
-$456K
|
-1,753
|
-22%
|
|
|
360
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.53M
|
+$261K
|
+1,003
|
+19%
|
|
|
361
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.52M
|
–
|
–
|
–
|
|
|
362
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.52M
|
–
|
–
|
–
|
|
|
363
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.5M
|
-$741K
|
-2,848
|
-32%
|
|
|
364
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.46M
|
-$65.8K
|
-253
|
-4%
|
|
|
365
|
|
$1.46M
|
+$265K
|
+1,020
|
+21%
|
|
|
366
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.46M
|
+$277K
|
+1,067
|
+22%
|
|
|
367
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.45M
|
+$264K
|
+1,015
|
+21%
|
|
|
368
|
Legacy Edge Advisors
Syosset,
New York
|
$1.43M
|
-$35.1K
|
-135
|
-2%
|
|
|
369
|
|
$1.42M
|
–
|
–
|
–
|
|
|
370
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.42M
|
+$542K
|
+2,085
|
+56%
|
|
|
371
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.42M
|
+$75.9K
|
+292
|
+5%
|
|
|
372
|
Sterling Investment Counsel
Buffalo,
New York
|
$1.41M
|
+$396K
|
+1,524
|
+36%
|
|
|
373
|
Stevens Capital Partners
Omaha,
Nebraska
|
$1.41M
|
+$237K
|
+910
|
+19%
|
|
|
374
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.39M
|
+$131K
|
+505
|
+10%
|
|
|
375
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$1.39M
|
+$11.2K
|
+43
|
+0.8%
|
|
