|
2076
|
Claro Advisors
Boston,
Massachusetts
|
$3.25M
|
+$168K
|
+1,321
|
+6%
|
|
|
2077
|
Private Ocean
San Rafael,
California
|
$3.23M
|
+$128K
|
+1,010
|
+4%
|
|
|
2078
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.23M
|
-$98.9K
|
-779
|
-3%
|
|
|
2079
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.23M
|
+$1.49M
|
+11,774
|
+102%
|
|
|
2080
|
Clean Yield Group
Norwich,
Vermont
|
$3.22M
|
-$44.2K
|
-348
|
-1%
|
|
|
2081
|
Southport Capital Management
Chattanooga,
Tennessee
|
$3.21M
|
-$311K
|
-2,449
|
-9%
|
|
|
2082
|
JT Stratford LLC
Gainesville,
Georgia
|
$3.2M
|
-$627K
|
-4,935
|
-17%
|
|
|
2083
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3.19M
|
+$90.4K
|
+712
|
+3%
|
|
|
2084
|
Calton & Associates
Tampa,
Florida
|
$3.17M
|
-$20.9K
|
-165
|
-0.7%
|
|
|
2085
|
Algert Global
San Francisco,
California
|
$3.17M
|
+$3M
|
+23,642
|
New
|
|
|
2086
|
Requisite Capital Management
Dallas,
Texas
|
$3.16M
|
-$1.9K
|
-15
|
-0.1%
|
|
|
2087
|
|
$3.15M
|
–
|
–
|
–
|
|
|
2088
|
Beacon Financial Group
Dallas,
Texas
|
$3.14M
|
-$1.1M
|
-8,637
|
-27%
|
|
|
2089
|
Cerity Partners OCIO
New York
|
$3.14M
|
+$347K
|
+2,735
|
+13%
|
|
|
2090
|
Capital Insight Partners
Scottsdale,
Arizona
|
$3.13M
|
-$489K
|
-3,852
|
-14%
|
|
|
2091
|
Community Capital Management
Plantation,
Florida
|
$3.11M
|
–
|
–
|
–
|
|
|
2092
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3.11M
|
-$14.7K
|
-116
|
-0.5%
|
|
|
2093
|
Ascent Wealth Partners
New Hartford,
New York
|
$3.1M
|
+$32.9K
|
+259
|
+1%
|
|
|
2094
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$3.1M
|
-$876K
|
-6,900
|
-23%
|
|
|
2095
|
PagnatoKarp Partners
Reston,
Virginia
|
$3.08M
|
+$517K
|
+4,070
|
+22%
|
|
|
2096
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$3.06M
|
+$652K
|
+5,133
|
+29%
|
|
|
2097
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$3.05M
|
-$17.1K
|
-135
|
-0.6%
|
|
|
2098
|
CRA Financial Services
Northfield,
New Jersey
|
$3.05M
|
+$130K
|
+1,023
|
+5%
|
|
|
2099
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.05M
|
+$588K
|
+4,632
|
+26%
|
|
|
2100
|
Westside Investment Management
Santa Monica,
California
|
$3.04M
|
+$2.88M
|
+22,708
|
New
|
|
