|
301
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$22.8M
|
+$765K
|
+10,399
|
+3%
|
|
|
302
|
Trek Financial
Scottsdale,
Arizona
|
$22.8M
|
-$3.79M
|
-51,558
|
-14%
|
|
|
303
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$22.8M
|
+$925K
|
+12,573
|
+4%
|
|
|
304
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$22.8M
|
+$74K
|
+1,005
|
+0.3%
|
|
|
305
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$22.6M
|
+$1.17M
|
+15,913
|
+5%
|
|
|
306
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$22.6M
|
+$254K
|
+3,454
|
+1%
|
|
|
307
|
American Century Companies
Kansas City,
Missouri
|
$22.6M
|
+$1.78M
|
+24,200
|
+8%
|
|
|
308
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$22.5M
|
+$5.31M
|
+72,200
|
+30%
|
|
|
309
|
Iowa State Bank
Urbandale,
Iowa
|
$22.4M
|
+$886K
|
+12,038
|
+4%
|
|
|
310
|
Trajan Wealth
Scottsdale,
Arizona
|
$22.3M
|
-$185K
|
-2,512
|
-0.8%
|
|
|
311
|
CX Institutional
Auburn,
Indiana
|
$22.3M
|
+$5.77M
|
+78,471
|
+34%
|
|
|
312
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$21.9M
|
+$11.7K
|
+159
|
+0.1%
|
|
|
313
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$21.9M
|
+$10.7M
|
+145,004
|
+93%
|
|
|
314
|
Montis Financial
Waltham,
Massachusetts
|
$21.8M
|
-$153K
|
-2,073
|
-0.7%
|
|
|
315
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$21.8M
|
-$537K
|
-7,302
|
-2%
|
|
|
316
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$21.7M
|
-$613K
|
-8,332
|
-3%
|
|
|
317
|
Congress Wealth Management
Boston,
Massachusetts
|
$21.7M
|
+$1.03M
|
+13,999
|
+5%
|
|
|
318
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$21.2M
|
+$219K
|
+2,977
|
+1%
|
|
|
319
|
Great Diamond Partners
Portland,
Maine
|
$21.2M
|
-$1.03M
|
-14,002
|
-5%
|
|
|
320
|
Financial Advocates Investment Management
Olympia,
Washington
|
$21.1M
|
+$128K
|
+1,740
|
+0.6%
|
|
|
321
|
Old National Bancorp
Evansville,
Indiana
|
$21.1M
|
-$323K
|
-4,389
|
-1%
|
|
|
322
|
Axiom Investors
Greenwich,
Connecticut
|
$21M
|
-$6.77M
|
-92,000
|
-24%
|
|
|
323
|
Twele Capital Management
Minnetonka,
Minnesota
|
$20.8M
|
-$78.7K
|
-1,070
|
-0.4%
|
|
|
324
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$20.8M
|
+$32.5K
|
+441
|
+0.2%
|
|
|
325
|
Bull Oak Capital
San Diego,
California
|
$20.6M
|
+$3.65M
|
+49,544
|
+21%
|
|
