|
351
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.22M
|
+$4.89M
|
+109,602
|
New
|
|
|
352
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.18M
|
-$6.06M
|
-135,682
|
-55%
|
|
|
353
|
Fusion Family Wealth
Woodbury,
New York
|
$5.16M
|
+$2.34M
|
+52,327
|
+93%
|
|
|
354
|
Community Bank
Dewitt,
New York
|
$5.14M
|
+$757K
|
+16,969
|
+19%
|
|
|
355
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$5.13M
|
+$84.3K
|
+1,890
|
+2%
|
|
|
356
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$5.13M
|
+$121K
|
+2,712
|
+3%
|
|
|
357
|
Progeny 3 Inc
Kirkland,
Washington
|
$5.11M
|
-$52.5M
|
-1,175,600
|
-92%
|
|
|
358
|
Sepio Capital
Salt Lake City,
Utah
|
$5.11M
|
-$1.66M
|
-37,307
|
-26%
|
|
|
359
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.11M
|
-$1.17M
|
-26,309
|
-20%
|
|
|
360
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$5.07M
|
+$401K
|
+8,988
|
+9%
|
|
|
361
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$4.99M
|
-$768K
|
-17,201
|
-14%
|
|
|
362
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.98M
|
+$4.67M
|
+104,542
|
New
|
|
|
363
|
Country Club Trust
Kansas City,
Missouri
|
$4.95M
|
-$579K
|
-12,983
|
-11%
|
|
|
364
|
Alera Investment Advisors
Deerfield,
Illinois
|
$4.92M
|
+$3.65M
|
+81,806
|
+374%
|
|
|
365
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.91M
|
-$53.6K
|
-1,200
|
-1%
|
|
|
366
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$4.88M
|
+$4.58M
|
+102,614
|
New
|
|
|
367
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$4.88M
|
+$29.1K
|
+653
|
+0.6%
|
|
|
368
|
Argent Wealth Management
Waltham,
Massachusetts
|
$4.84M
|
+$136K
|
+3,046
|
+3%
|
|
|
369
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$4.82M
|
-$855K
|
-19,149
|
-16%
|
|
|
370
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.81M
|
-$9.9M
|
-221,791
|
-72%
|
|
|
371
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.8M
|
-$1.78M
|
-39,826
|
-28%
|
|
|
372
|
Peninsula Asset Management
Bradenton,
Florida
|
$4.8M
|
-$350K
|
-7,851
|
-7%
|
|
|
373
|
Peninsula Wealth
San Francisco,
California
|
$4.8M
|
+$2.63M
|
+58,870
|
+140%
|
|
|
374
|
Chilton Capital Management
Houston,
Texas
|
$4.72M
|
-$26.5K
|
-593
|
-0.6%
|
|
|
375
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.67M
|
-$1.9M
|
-42,668
|
-30%
|
|
