|
326
|
Mission Wealth Management
Santa Barbara,
California
|
$3.52M
|
+$1.84M
|
+32,803
|
+96%
|
|
|
327
|
WBH Advisory
Baltimore,
Maryland
|
$3.45M
|
+$631K
|
+11,254
|
+21%
|
|
|
328
|
Daiwa Securities Group
Tokyo,
Japan
|
$3.43M
|
+$356K
|
+6,340
|
+11%
|
|
|
329
|
Chilton Capital Management
Houston,
Texas
|
$3.39M
|
+$1.41M
|
+25,156
|
+64%
|
|
|
330
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$3.36M
|
-$4.22M
|
-75,289
|
-54%
|
|
|
331
|
Spectrum Management Group
Indianapolis,
Indiana
|
$3.32M
|
+$487K
|
+8,685
|
+16%
|
|
|
332
|
Webster Bank
Waterbury,
Connecticut
|
$3.32M
|
+$211K
|
+3,766
|
+6%
|
|
|
333
|
Fort Point Capital Partners
San Francisco,
California
|
$3.29M
|
-$7.85M
|
-140,042
|
-69%
|
|
|
334
|
Asset Dedication LLC
San Francisco,
California
|
$3.29M
|
+$101K
|
+1,801
|
+3%
|
|
|
335
|
Sterling Capital Management
Charlotte,
North Carolina
|
$3.28M
|
+$233K
|
+4,156
|
+7%
|
|
|
336
|
Grove Bank & Trust
Miami,
Florida
|
$3.27M
|
+$311K
|
+5,550
|
+10%
|
|
|
337
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.21M
|
-$114K
|
-2,040
|
-3%
|
|
|
338
|
JOYN Advisors
Atlanta,
Georgia
|
$3.17M
|
+$431K
|
+7,682
|
+15%
|
|
|
339
|
New Potomac Partners
Bethesda,
Maryland
|
$3.16M
|
+$77.3K
|
+1,378
|
+2%
|
|
|
340
|
Rand Wealth
Baltimore,
Maryland
|
$3.15M
|
+$199K
|
+3,544
|
+6%
|
|
|
341
|
AMP Capital Investors
Sydney,
Australia
|
$3.11M
|
–
|
–
|
–
|
|
|
342
|
Sigma Investment Counselors
Northville,
Michigan
|
$3.11M
|
+$1.49M
|
+26,495
|
+81%
|
|
|
343
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.1M
|
-$536K
|
-9,566
|
-14%
|
|
|
344
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$3.1M
|
-$234K
|
-4,170
|
-7%
|
|
|
345
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.08M
|
+$457K
|
+8,150
|
+16%
|
|
|
346
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.07M
|
-$244K
|
-4,355
|
-7%
|
|
|
347
|
Appleton Partners
Boston,
Massachusetts
|
$3.07M
|
+$20.5K
|
+365
|
+0.6%
|
|
|
348
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.06M
|
-$517K
|
-9,221
|
-14%
|
|
|
349
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$3.04M
|
+$3.24M
|
+57,830
|
New
|
|
|
350
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.02M
|
+$110K
|
+1,965
|
+4%
|
|
