|
301
|
Courier Capital
Buffalo,
New York
|
$12.1M
|
-$1.7M
|
-24,087
|
-13%
|
|
|
302
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$12.1M
|
+$11.6M
|
+164,765
|
New
|
|
|
303
|
Soltis Investment Advisors
St. George,
Utah
|
$12.1M
|
+$6.24M
|
+88,327
|
+116%
|
|
|
304
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$12.1M
|
-$2.59M
|
-36,683
|
-18%
|
|
|
305
|
PDS Planning
Dublin,
Ohio
|
$12M
|
+$2.55M
|
+36,051
|
+28%
|
|
|
306
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$12M
|
-$85K
|
-1,204
|
-0.7%
|
|
|
307
|
Blume Capital Management
Berkeley,
California
|
$12M
|
-$1.98M
|
-27,990
|
-15%
|
|
|
308
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$11.9M
|
+$2.23M
|
+31,648
|
+24%
|
|
|
309
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.9M
|
–
|
–
|
–
|
|
|
310
|
Natixis Advisors
Boston,
Massachusetts
|
$11.8M
|
-$25.1K
|
-356
|
-0.2%
|
|
|
311
|
United Services Automobile Association
San Antonio,
Texas
|
$11.8M
|
-$2.9M
|
-41,108
|
-20%
|
|
|
312
|
First American Trust
Santa Ana,
California
|
$11.6M
|
+$143K
|
+2,022
|
+1%
|
|
|
313
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$11.6M
|
+$1.5M
|
+21,216
|
+16%
|
|
|
314
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.6M
|
+$4.02M
|
+56,987
|
+57%
|
|
|
315
|
Cambria Investment Management
Manhattan Beach,
California
|
$11.5M
|
-$529K
|
-7,496
|
-5%
|
|
|
316
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$11.5M
|
+$11M
|
+156,156
|
New
|
|
|
317
|
Rebalance
Palo Alto,
California
|
$11.4M
|
-$1.82M
|
-25,843
|
-14%
|
|
|
318
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.3M
|
-$1.77M
|
-25,075
|
-14%
|
|
|
319
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.3M
|
-$1.77M
|
-25,075
|
-14%
|
|
|
320
|
Gould Capital
Tacoma,
Washington
|
$10.9M
|
+$294K
|
+4,161
|
+3%
|
|
|
321
|
Vectors Research Management
New York
|
$10.9M
|
-$9.68M
|
-137,039
|
-70%
|
|
|
322
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10.9M
|
+$3.68M
|
+52,183
|
+55%
|
|
|
323
|
Aspire Capital Advisors
Seattle,
Washington
|
$10.9M
|
+$126K
|
+1,790
|
+1%
|
|
|
324
|
Zions Bancorporation
Salt Lake City,
Utah
|
$10.8M
|
+$9.79M
|
+138,609
|
+1,697%
|
|
|
325
|
Tobias Financial Advisors
Plantation,
Florida
|
$10.8M
|
+$633K
|
+8,962
|
+7%
|
|
