|
201
|
AdvicePeriod
Los Angeles,
California
|
$2.37M
|
+$378K
|
+22,228
|
+18%
|
|
|
202
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$2.31M
|
-$197K
|
-11,622
|
-8%
|
|
|
203
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$2.25M
|
+$491K
|
+28,892
|
+27%
|
|
|
204
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.22M
|
+$260K
|
+15,300
|
+13%
|
|
|
205
|
Managed Account Services
Coconut Grove,
Florida
|
$2.16M
|
-$16.5K
|
-970
|
-0.7%
|
|
|
206
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$2.16M
|
+$112K
|
+6,588
|
+5%
|
|
|
207
|
ACG Wealth
Atlanta,
Georgia
|
$2.1M
|
-$83.7K
|
-4,926
|
-4%
|
|
|
208
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2.09M
|
+$381K
|
+22,430
|
+22%
|
|
|
209
|
Successful Portfolios
Clearwater,
Florida
|
$2M
|
+$199K
|
+11,734
|
+11%
|
|
|
210
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.99M
|
+$81K
|
+4,770
|
+4%
|
|
|
211
|
|
$1.97M
|
–
|
–
|
–
|
|
|
212
|
361 Capital
Denver,
Colorado
|
$1.95M
|
+$2M
|
+117,812
|
New
|
|
|
213
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.91M
|
+$334K
|
+19,634
|
+21%
|
|
|
214
|
Cypress Wealth Services
Palm Desert,
California
|
$1.89M
|
+$99K
|
+5,824
|
+5%
|
|
|
215
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.88M
|
+$502K
|
+29,564
|
+35%
|
|
|
216
|
|
$1.87M
|
+$44.7K
|
+2,628
|
+2%
|
|
|
217
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.82M
|
+$69K
|
+4,060
|
+4%
|
|
|
218
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$1.82M
|
-$621K
|
-36,526
|
-25%
|
|
|
219
|
Port Capital
Chicago,
Illinois
|
$1.81M
|
–
|
–
|
–
|
|
|
220
|
Gould Asset Management
Claremont,
California
|
$1.81M
|
+$475K
|
+27,930
|
+34%
|
|
|
221
|
Glacier Peak Capital
Bellevue,
Washington
|
$1.8M
|
+$239K
|
+14,038
|
+15%
|
|
|
222
|
Leisure Capital Management
Costa Mesa,
California
|
$1.76M
|
+$12.3K
|
+724
|
+0.7%
|
|
|
223
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.75M
|
-$959K
|
-56,462
|
-35%
|
|
|
224
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.73M
|
–
|
–
|
–
|
|
|
225
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.72M
|
+$432K
|
+25,426
|
+32%
|
|
