|
201
|
Leisure Capital Management
Costa Mesa,
California
|
$1.79M
|
+$530K
|
+31,192
|
+42%
|
|
|
202
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.79M
|
+$27.1K
|
+1,594
|
+2%
|
|
|
203
|
Payden & Rygel
Los Angeles,
California
|
$1.76M
|
+$1.76M
|
+103,600
|
New
|
|
|
204
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$1.74M
|
+$165K
|
+9,720
|
+11%
|
|
|
205
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.69M
|
-$152K
|
-8,924
|
-8%
|
|
|
206
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.68M
|
+$1.68M
|
+98,878
|
New
|
|
|
207
|
Successful Portfolios
Clearwater,
Florida
|
$1.68M
|
+$1.67M
|
+98,424
|
New
|
|
|
208
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.67M
|
-$291K
|
-17,122
|
-15%
|
|
|
209
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.67M
|
+$1.67M
|
+98,112
|
New
|
|
|
210
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.67M
|
+$1.66M
|
+97,886
|
New
|
|
|
211
|
Strategic Financial Services
Utica,
New York
|
$1.67M
|
-$397K
|
-23,338
|
-19%
|
|
|
212
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.65M
|
+$13.7K
|
+804
|
+0.8%
|
|
|
213
|
Port Capital
Chicago,
Illinois
|
$1.64M
|
+$1.63M
|
+96,000
|
New
|
|
|
214
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.59M
|
-$143K
|
-8,428
|
-8%
|
|
|
215
|
Bailard
Foster City,
California
|
$1.58M
|
-$4.79K
|
-282
|
-0.3%
|
|
|
216
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.57M
|
+$1.57M
|
+92,170
|
New
|
|
|
217
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.5M
|
-$10.7K
|
-630
|
-0.7%
|
|
|
218
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.43M
|
+$15K
|
+880
|
+1%
|
|
|
219
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.41M
|
+$17.9K
|
+1,050
|
+1%
|
|
|
220
|
Callan Capital
La Jolla,
California
|
$1.4M
|
+$107K
|
+6,272
|
+8%
|
|
|
221
|
Ironwood Financial
Tucson,
Arizona
|
$1.39M
|
+$44.9K
|
+2,638
|
+3%
|
|
|
222
|
Mosaic Financial Partners
San Francisco,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
223
|
Mairs & Power Inc
St Paul,
Minnesota
|
$1.36M
|
–
|
–
|
–
|
|
|
224
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.35M
|
+$51K
|
+3,000
|
+4%
|
|
|
225
|
Fiduciary Group
Savannah,
Georgia
|
$1.34M
|
+$5.54K
|
+326
|
+0.4%
|
|
