|
301
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.91M
|
+$407K
|
+26,454
|
+22%
|
|
|
302
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$1.89M
|
-$2.95M
|
-191,718
|
-57%
|
|
|
303
|
Cordant Inc
Portland,
Oregon
|
$1.88M
|
+$323K
|
+20,984
|
+17%
|
|
|
304
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$1.87M
|
-$11M
|
-718,222
|
-83%
|
|
|
305
|
Merriman Wealth Management
Seattle,
Washington
|
$1.86M
|
+$463K
|
+30,084
|
+26%
|
|
|
306
|
361 Capital
Denver,
Colorado
|
$1.86M
|
-$57.9K
|
-3,762
|
-3%
|
|
|
307
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.85M
|
-$4.28K
|
-278
|
-0.2%
|
|
|
308
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.84M
|
-$1.33M
|
-86,706
|
-38%
|
|
|
309
|
Destination Wealth Management
Walnut Creek,
California
|
$1.82M
|
+$812K
|
+52,774
|
+60%
|
|
|
310
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.8M
|
+$2.15M
|
+139,698
|
New
|
|
|
311
|
|
$1.8M
|
-$7.26M
|
-472,350
|
-77%
|
|
|
312
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.77M
|
-$4.13M
|
-268,242
|
-66%
|
|
|
313
|
Cypress Wealth Services
Palm Desert,
California
|
$1.72M
|
+$207K
|
+13,480
|
+11%
|
|
|
314
|
Managed Account Services
Coconut Grove,
Florida
|
$1.71M
|
-$143K
|
-9,294
|
-6%
|
|
|
315
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.7M
|
+$74.8K
|
+4,866
|
+4%
|
|
|
316
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$1.68M
|
+$485K
|
+31,528
|
+46%
|
|
|
317
|
Tortoise Investment Management
White Plains,
New York
|
$1.63M
|
+$1.09M
|
+70,832
|
+127%
|
|
|
318
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.63M
|
-$306K
|
-19,900
|
-14%
|
|
|
319
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.62M
|
-$132K
|
-8,608
|
-6%
|
|
|
320
|
CVA Family Office
Denver,
Colorado
|
$1.62M
|
+$822K
|
+53,448
|
+74%
|
|
|
321
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$1.62M
|
+$697K
|
+45,314
|
+57%
|
|
|
322
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1.6M
|
+$185K
|
+12,048
|
+11%
|
|
|
323
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.59M
|
+$654K
|
+42,528
|
+53%
|
|
|
324
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.58M
|
+$89.3K
|
+5,806
|
+5%
|
|
|
325
|
Trellis Advisors
Ellensburg,
Washington
|
$1.57M
|
+$155K
|
+10,104
|
+9%
|
|
