|
251
|
TrinityPoint Wealth
Milford,
Connecticut
|
$4M
|
+$181K
|
+4,520
|
+5%
|
|
|
252
|
Schnieders Capital Management
Pasadena,
California
|
$4M
|
+$46.8K
|
+1,170
|
+1%
|
|
|
253
|
ProVise Management Group
Clearwater,
Florida
|
$3.94M
|
-$140K
|
-3,494
|
-3%
|
|
|
254
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.92M
|
-$8.08K
|
-202
|
-0.2%
|
|
|
255
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$3.92M
|
+$1.63M
|
+40,784
|
+74%
|
|
|
256
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$3.88M
|
–
|
–
|
–
|
|
|
257
|
Asset Management One
Tokyo,
Japan
|
$3.85M
|
-$2.12M
|
-53,112
|
-36%
|
|
|
258
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.84M
|
+$3.82M
|
+95,514
|
New
|
|
|
259
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.83M
|
+$1.06M
|
+26,378
|
+38%
|
|
|
260
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.82M
|
+$190K
|
+4,752
|
+5%
|
|
|
261
|
Parkside Investments
Deerfield,
Illinois
|
$3.77M
|
-$150K
|
-3,750
|
-4%
|
|
|
262
|
Segment Wealth Management
Houston,
Texas
|
$3.76M
|
+$309K
|
+7,730
|
+9%
|
|
|
263
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3.73M
|
+$37K
|
+926
|
+1%
|
|
|
264
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3.72M
|
+$682K
|
+17,048
|
+23%
|
|
|
265
|
Innealta Capital
Austin,
Texas
|
$3.7M
|
-$1.37M
|
-34,180
|
-27%
|
|
|
266
|
Edge Capital Group
Atlanta,
Georgia
|
$3.68M
|
-$1.44M
|
-36,006
|
-28%
|
|
|
267
|
Bristlecone Advisors
Bellevue,
Washington
|
$3.67M
|
+$80.7K
|
+2,018
|
+2%
|
|
|
268
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.64M
|
+$65.4K
|
+1,634
|
+2%
|
|
|
269
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.63M
|
-$187K
|
-4,668
|
-5%
|
|
|
270
|
Nelson Capital Management
Menlo Park,
California
|
$3.63M
|
+$48.2K
|
+1,204
|
+1%
|
|
|
271
|
Next Financial Group
Houston,
Texas
|
$3.61M
|
+$315K
|
+7,870
|
+10%
|
|
|
272
|
Prospera Financial Services
Dallas,
Texas
|
$3.6M
|
+$393K
|
+9,814
|
+12%
|
|
|
273
|
SVB Wealth
Boston,
Massachusetts
|
$3.58M
|
-$80
|
-2
|
-0%
|
|
|
274
|
KWMG LLC
Overland Park,
Kansas
|
$3.51M
|
-$1.02M
|
-25,576
|
-23%
|
|
|
275
|
Dorsey Wright & Associates
Pasadena,
California
|
$3.51M
|
+$34.3K
|
+858
|
+1%
|
|
