|
301
|
Glenview Trust
Louisville,
Kentucky
|
$3.6M
|
+$535K
|
+5,370
|
+18%
|
|
|
302
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.59M
|
+$32.1K
|
+322
|
+0.9%
|
|
|
303
|
Hudock Inc
Williamsport,
Pennsylvania
|
$3.58M
|
+$202K
|
+2,022
|
+6%
|
|
|
304
|
New Capital Management
Houston,
Texas
|
$3.55M
|
–
|
–
|
–
|
|
|
305
|
Well Done LLC
Holland,
Michigan
|
$3.53M
|
-$63.5K
|
-637
|
-2%
|
|
|
306
|
Natixis Advisors
Boston,
Massachusetts
|
$3.53M
|
+$286K
|
+2,870
|
+9%
|
|
|
307
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$3.48M
|
-$9.37K
|
-94
|
-0.3%
|
|
|
308
|
Investment Advisory Group
Hanover,
Massachusetts
|
$3.43M
|
+$11.6K
|
+116
|
+0.3%
|
|
|
309
|
Essex Financial Services
Essex,
Connecticut
|
$3.4M
|
+$222K
|
+2,222
|
+7%
|
|
|
310
|
Rockefeller Capital Management
New York
|
$3.39M
|
+$165K
|
+1,659
|
+5%
|
|
|
311
|
|
$3.32M
|
+$446K
|
+4,473
|
+16%
|
|
|
312
|
Lazard Asset Management
New York
|
$3.32M
|
–
|
–
|
–
|
|
|
313
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.32M
|
-$64.8K
|
-650
|
-2%
|
|
|
314
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$3.25M
|
–
|
–
|
–
|
|
|
315
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$3.23M
|
-$276K
|
-2,771
|
-8%
|
|
|
316
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$3.21M
|
-$171K
|
-1,720
|
-5%
|
|
|
317
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$3.21M
|
-$1.83M
|
-18,346
|
-37%
|
|
|
318
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$3.2M
|
–
|
–
|
–
|
|
|
319
|
SFG Wealth Management
Towson,
Maryland
|
$3.19M
|
-$800K
|
-8,019
|
-20%
|
|
|
320
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.19M
|
+$2.73M
|
+27,416
|
+653%
|
|
|
321
|
Opus Investment Management
Worcester,
Massachusetts
|
$3.18M
|
+$2.42M
|
+24,290
|
+338%
|
|
|
322
|
Global Retirement Partners
San Rafael,
California
|
$3.14M
|
+$3.58M
|
+35,949
|
New
|
|
|
323
|
Vivaldi Capital Management
Chicago,
Illinois
|
$3.1M
|
-$901K
|
-9,036
|
-21%
|
|
|
324
|
Franklin Resources
San Mateo,
California
|
$3.09M
|
+$151K
|
+1,511
|
+5%
|
|
|
325
|
Avalon Investment & Advisory
Houston,
Texas
|
$3.08M
|
+$3.04M
|
+30,520
|
New
|
|
