|
101
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.2M
|
-$20.7K
|
-17
|
-2%
|
|
|
102
|
Schnieders Capital Management
Pasadena,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
103
|
William Blair & Company
Chicago,
Illinois
|
$1.17M
|
+$37.7K
|
+31
|
+3%
|
|
|
104
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.17M
|
-$24.3K
|
-20
|
-2%
|
|
|
105
|
Barclays
London,
United Kingdom
|
$1.13M
|
+$1.19M
|
+975
|
New
|
|
|
106
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$1.1M
|
-$12.2K
|
-10
|
-1%
|
|
|
107
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.1M
|
+$1.15M
|
+949
|
New
|
|
|
108
|
Whittier Trust
South Pasadena,
California
|
$1.07M
|
+$518K
|
+426
|
+87%
|
|
|
109
|
Shrier Wealth Management
Los Angeles,
California
|
$1.07M
|
+$35.3K
|
+29
|
+3%
|
|
|
110
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.06M
|
+$561K
|
+461
|
+100%
|
|
|
111
|
US Bancorp
Minneapolis,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
|
112
|
High Point Wealth Management
Chester,
New Jersey
|
$1.02M
|
+$140K
|
+115
|
+15%
|
|
|
113
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
114
|
Ritholtz Wealth Management
New York
|
$993K
|
-$34.1K
|
-28
|
-3%
|
|
|
115
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$985K
|
+$81.5K
|
+67
|
+9%
|
|
|
116
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$978K
|
-$51.1K
|
-42
|
-5%
|
|
|
117
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$974K
|
–
|
–
|
–
|
|
|
118
|
Momentum Wealth Planning
Estero,
Florida
|
$971K
|
–
|
–
|
–
|
|
|
119
|
Corient Private Wealth
Miami,
Florida
|
$951K
|
-$1.88M
|
-1,543
|
-65%
|
|
|
120
|
Income Research & Management
Boston,
Massachusetts
|
$929K
|
–
|
–
|
–
|
|
|
121
|
First Foundation Advisors
Irvine,
California
|
$918K
|
+$26.8K
|
+22
|
+3%
|
|
|
122
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$856K
|
–
|
–
|
–
|
|
|
123
|
|
$850K
|
-$12.2K
|
-10
|
-1%
|
|
|
124
|
Seelaus Asset Management
Chatham,
New Jersey
|
$844K
|
–
|
–
|
–
|
|
|
125
|
Allworth Financial
Folsom,
California
|
$842K
|
+$482K
|
+396
|
+119%
|
|
