|
301
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$11.4M
|
–
|
–
|
–
|
|
|
302
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.3M
|
-$1.21M
|
-24,373
|
-9%
|
|
|
303
|
Frontier Asset Management
Sheridan,
Wyoming
|
$11.3M
|
-$129K
|
-2,597
|
-1%
|
|
|
304
|
Affinity Capital Advisors
Berkeley,
California
|
$11M
|
-$89.1K
|
-1,800
|
-0.8%
|
|
|
305
|
One Capital Management
Westlake Village,
California
|
$11M
|
-$2.45M
|
-49,453
|
-18%
|
|
|
306
|
Appleton Partners
Boston,
Massachusetts
|
$11M
|
+$365K
|
+7,385
|
+3%
|
|
|
307
|
Connable Office Inc
Kalamazoo,
Michigan
|
$10.9M
|
+$230K
|
+4,642
|
+2%
|
|
|
308
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10.8M
|
-$1.72M
|
-34,688
|
-13%
|
|
|
309
|
Lazard Asset Management
New York
|
$10.8M
|
-$1.11M
|
-22,421
|
-9%
|
|
|
310
|
Investure LLC
Charlottesville,
Virginia
|
$10.8M
|
-$1.72M
|
-34,856
|
-13%
|
|
|
311
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$10.7M
|
+$267K
|
+5,386
|
+2%
|
|
|
312
|
Fiducient Advisors
Chicago,
Illinois
|
$10.7M
|
+$11.2M
|
+225,549
|
New
|
|
|
313
|
Equitable Holdings
New York
|
$10.7M
|
+$1.34M
|
+27,166
|
+14%
|
|
|
314
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$10.6M
|
-$129K
|
-2,604
|
-1%
|
|
|
315
|
Neumann Capital Management
Foster City,
California
|
$10.6M
|
+$453K
|
+9,147
|
+4%
|
|
|
316
|
Pure Financial Advisors
San Diego,
California
|
$10.6M
|
+$620K
|
+12,529
|
+6%
|
|
|
317
|
Fidelity International
Hamilton,
Bermuda
|
$10.5M
|
-$1.07M
|
-21,524
|
-9%
|
|
|
318
|
Everett Harris & Co
Los Angeles,
California
|
$10.4M
|
-$230K
|
-4,648
|
-2%
|
|
|
319
|
BBJS Financial Advisors
Seattle,
Washington
|
$10.3M
|
+$818K
|
+16,536
|
+8%
|
|
|
320
|
RPTC Inc
Jackson,
Wyoming
|
$10.3M
|
–
|
–
|
–
|
|
|
321
|
Old Mission Capital
Chicago,
Illinois
|
$10.3M
|
+$10.7M
|
+215,896
|
New
|
|
|
322
|
Austin Private Wealth
Austin,
Texas
|
$10.3M
|
-$5.09M
|
-102,873
|
-32%
|
|
|
323
|
|
$10.2M
|
–
|
–
|
–
|
|
|
324
|
Perigon Wealth Management
San Francisco,
California
|
$10.1M
|
-$454K
|
-9,184
|
-4%
|
|
|
325
|
SageView Advisory Group
Newport Beach,
California
|
$10.1M
|
+$613K
|
+12,382
|
+6%
|
|
