|
201
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.25M
|
-$142K
|
-6,219
|
-2%
|
|
|
202
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.17M
|
+$80.9K
|
+3,543
|
+1%
|
|
|
203
|
Embree Financial Group
Chicago,
Illinois
|
$8.15M
|
-$715K
|
-31,287
|
-8%
|
|
|
204
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.11M
|
+$3.54M
|
+154,846
|
+76%
|
|
|
205
|
Islay Capital Management
Lubbock,
Texas
|
$7.98M
|
-$223K
|
-9,758
|
-3%
|
|
|
206
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$7.86M
|
+$56K
|
+2,450
|
+0.7%
|
|
|
207
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$7.85M
|
-$40.3K
|
-1,764
|
-0.5%
|
|
|
208
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.77M
|
-$233K
|
-10,203
|
-3%
|
|
|
209
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$7.66M
|
+$132K
|
+5,784
|
+2%
|
|
|
210
|
Disciplined Investors
Waco,
Texas
|
$7.6M
|
+$7.7M
|
+337,105
|
New
|
|
|
211
|
Orcam Financial Group
Encinitas,
California
|
$7.47M
|
-$37.6K
|
-1,645
|
-0.5%
|
|
|
212
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$7.45M
|
-$160K
|
-6,989
|
-2%
|
|
|
213
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$7.43M
|
+$7.48M
|
+327,410
|
New
|
|
|
214
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$7.43M
|
-$82.4K
|
-3,608
|
-1%
|
|
|
215
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$7.43M
|
-$177K
|
-7,751
|
-2%
|
|
|
216
|
Destination Wealth Management
Walnut Creek,
California
|
$7.43M
|
+$728K
|
+31,855
|
+11%
|
|
|
217
|
|
$7.29M
|
+$6.75M
|
+295,696
|
+1,161%
|
|
|
218
|
Fagan Associates
Troy,
New York
|
$7.27M
|
+$759K
|
+33,249
|
+12%
|
|
|
219
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.27M
|
-$266K
|
-11,646
|
-4%
|
|
|
220
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$7.19M
|
+$925K
|
+40,513
|
+15%
|
|
|
221
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.07M
|
+$3.33M
|
+145,832
|
+88%
|
|
|
222
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$6.81M
|
+$6.85M
|
+299,846
|
New
|
|
|
223
|
CVA Family Office
Denver,
Colorado
|
$6.78M
|
-$115K
|
-5,031
|
-2%
|
|
|
224
|
Cresset Asset Management
Chicago,
Illinois
|
$6.76M
|
-$6.12M
|
-268,153
|
-47%
|
|
|
225
|
Valmark Advisers
Akron,
Ohio
|
$6.64M
|
-$172K
|
-7,543
|
-3%
|
|
