|
301
|
Marino Management
Westport,
Connecticut
|
$12.2M
|
+$11.7M
|
+149,479
|
New
|
|
|
302
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$12.1M
|
-$234K
|
-2,997
|
-2%
|
|
|
303
|
Wealth Alliance
Mellville,
New York
|
$12M
|
-$250K
|
-3,191
|
-2%
|
|
|
304
|
Wills Financial Group
Richmond,
Virginia
|
$11.9M
|
+$1.02M
|
+13,093
|
+10%
|
|
|
305
|
Fairview Capital Investment Management
Greenbrae,
California
|
$11.9M
|
-$489K
|
-6,248
|
-4%
|
|
|
306
|
Midwest Trust
Overland Park,
Kansas
|
$11.9M
|
+$18.5K
|
+237
|
+0.2%
|
|
|
307
|
Spire Wealth Management
Mclean,
Virginia
|
$11.9M
|
+$2.74M
|
+35,028
|
+32%
|
|
|
308
|
Security Financial Services
Fort Wayne,
Indiana
|
$11.9M
|
-$844K
|
-10,798
|
-7%
|
|
|
309
|
Grove Bank & Trust
Miami,
Florida
|
$11.8M
|
+$245K
|
+3,135
|
+2%
|
|
|
310
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$11.8M
|
+$116K
|
+1,477
|
+1%
|
|
|
311
|
Old Port Advisors
Portland,
Maine
|
$11.8M
|
-$745K
|
-9,530
|
-6%
|
|
|
312
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$11.6M
|
-$378K
|
-4,832
|
-3%
|
|
|
313
|
Bigelow Investment Advisors
Portland,
Maine
|
$11.6M
|
+$70.1K
|
+896
|
+0.6%
|
|
|
314
|
Stablepoint Partners
Braintree,
Massachusetts
|
$11.6M
|
-$368K
|
-4,703
|
-3%
|
|
|
315
|
Ballentine Partners
Waltham,
Massachusetts
|
$11.6M
|
-$1.22M
|
-15,658
|
-10%
|
|
|
316
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$11.6M
|
-$318K
|
-4,067
|
-3%
|
|
|
317
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.5M
|
+$136K
|
+1,734
|
+1%
|
|
|
318
|
LifePlan Financial
Mankato,
Minnesota
|
$11.5M
|
-$854K
|
-10,919
|
-7%
|
|
|
319
|
Impact Investors
San Francisco,
California
|
$11.4M
|
-$784K
|
-10,022
|
-7%
|
|
|
320
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$262K
|
+3,350
|
+2%
|
|
|
321
|
Global Retirement Partners
San Rafael,
California
|
$11.2M
|
+$3.82M
|
+48,797
|
+55%
|
|
|
322
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$11.1M
|
-$3.87M
|
-49,470
|
-26%
|
|
|
323
|
Parkside Investments
Deerfield,
Illinois
|
$11.1M
|
+$1.87M
|
+23,921
|
+21%
|
|
|
324
|
Resona Asset Management
Koto-Ku,tokyo,
Japan
|
$11M
|
–
|
–
|
–
|
|
|
325
|
Strategic Blueprint
Atlanta,
Georgia
|
$10.9M
|
-$167K
|
-2,129
|
-2%
|
|
