|
201
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$10.9M
|
-$3.91M
|
-14,835
|
-28%
|
|
|
202
|
|
$10.8M
|
-$334K
|
-1,267
|
-3%
|
|
|
203
|
Brown Advisory
Baltimore,
Maryland
|
$10.8M
|
-$398K
|
-1,510
|
-4%
|
|
|
204
|
Private Advisor Group
Morristown,
New Jersey
|
$10.8M
|
+$1.08M
|
+4,089
|
+12%
|
|
|
205
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$10.7M
|
-$156K
|
-591
|
-2%
|
|
|
206
|
Continuum Advisory
Eagle,
Idaho
|
$10.5M
|
-$39.8K
|
-151
|
-0.4%
|
|
|
207
|
BIP Wealth
Atlanta,
Georgia
|
$10.3M
|
-$44.5K
|
-169
|
-0.5%
|
|
|
208
|
Capital Planning
Bellevue,
Washington
|
$10.2M
|
+$79K
|
+300
|
+0.9%
|
|
|
209
|
Whittier Trust
South Pasadena,
California
|
$10.1M
|
+$511K
|
+1,938
|
+6%
|
|
|
210
|
Gotham Asset Management
New York
|
$10M
|
+$6.99M
|
+26,547
|
+307%
|
|
|
211
|
Northeast Investment Management
Boston,
Massachusetts
|
$9.73M
|
–
|
–
|
–
|
|
|
212
|
NWAM LLC
Mercer Island,
Washington
|
$9.54M
|
+$1.26M
|
+4,766
|
+17%
|
|
|
213
|
Transcend Capital Advisors
Madison,
New Jersey
|
$9.45M
|
-$208K
|
-789
|
-2%
|
|
|
214
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.43M
|
-$168K
|
-639
|
-2%
|
|
|
215
|
Central Trust Company
Jefferson City,
Missouri
|
$9.25M
|
+$2.11K
|
+8
|
+0%
|
|
|
216
|
Citizens Financial Group
Providence,
Rhode Island
|
$9.2M
|
+$125K
|
+475
|
+1%
|
|
|
217
|
SageView Advisory Group
Newport Beach,
California
|
$9.14M
|
-$1.65M
|
-6,274
|
-17%
|
|
|
218
|
Tortoise Investment Management
White Plains,
New York
|
$9.11M
|
+$383K
|
+1,453
|
+5%
|
|
|
219
|
Gradient Capital Advisors
San Diego,
California
|
$9M
|
+$3.2M
|
+12,145
|
+63%
|
|
|
220
|
Orin Green Financial
San Diego,
California
|
$8.86M
|
-$106K
|
-404
|
-1%
|
|
|
221
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$8.72M
|
+$7.83M
|
+29,716
|
+3,533%
|
|
|
222
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$8.58M
|
+$50.3K
|
+191
|
+0.7%
|
|
|
223
|
Summit Trail Advisors
New York
|
$8.43M
|
+$7.76M
|
+29,458
|
New
|
|
|
224
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.41M
|
+$587K
|
+2,226
|
+8%
|
|
|
225
|
Mayport LLC
Newton,
Massachusetts
|
$8.29M
|
-$7.9K
|
-30
|
-0.1%
|
|
