|
201
|
Gainplan
Bloomfield Hills,
Michigan
|
$4M
|
+$1.39M
|
+117,954
|
+53%
|
|
|
202
|
|
$3.97M
|
-$199K
|
-16,902
|
-5%
|
|
|
203
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.96M
|
-$101K
|
-8,556
|
-2%
|
|
|
204
|
Ironwood Financial
Tucson,
Arizona
|
$3.93M
|
+$289K
|
+24,492
|
+8%
|
|
|
205
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$3.92M
|
-$149K
|
-12,642
|
-4%
|
|
|
206
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.91M
|
+$3.95M
|
+334,776
|
New
|
|
|
207
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.9M
|
-$505K
|
-42,894
|
-12%
|
|
|
208
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.9M
|
-$505K
|
-42,894
|
-12%
|
|
|
209
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$3.81M
|
-$38K
|
-3,222
|
-1%
|
|
|
210
|
Mitchell Capital Management
Leawood,
Kansas
|
$3.79M
|
+$600K
|
+50,904
|
+19%
|
|
|
211
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.76M
|
+$2.52M
|
+213,756
|
+205%
|
|
|
212
|
Arcus Capital Partners
Atlanta,
Georgia
|
$3.76M
|
-$67.7K
|
-5,742
|
-2%
|
|
|
213
|
Bigelow Investment Advisors
Portland,
Maine
|
$3.75M
|
+$115K
|
+9,786
|
+3%
|
|
|
214
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.68M
|
-$123K
|
-10,446
|
-3%
|
|
|
215
|
Fidelity Investments
Boston,
Massachusetts
|
$3.62M
|
+$166K
|
+14,118
|
+5%
|
|
|
216
|
Forte Capital
Rochester,
New York
|
$3.6M
|
+$109K
|
+9,246
|
+3%
|
|
|
217
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.56M
|
-$385K
|
-32,676
|
-10%
|
|
|
218
|
Circle Wealth Management
Summit,
New Jersey
|
$3.56M
|
+$4.17K
|
+354
|
+0.1%
|
|
|
219
|
Mission Wealth Management
Santa Barbara,
California
|
$3.37M
|
+$280K
|
+23,796
|
+9%
|
|
|
220
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.36M
|
+$201K
|
+17,082
|
+6%
|
|
|
221
|
Tortoise Investment Management
White Plains,
New York
|
$3.34M
|
-$154K
|
-13,098
|
-4%
|
|
|
222
|
Glacier Peak Capital
Bellevue,
Washington
|
$3.32M
|
+$1.75M
|
+148,344
|
+112%
|
|
|
223
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.27M
|
-$7.35K
|
-624
|
-0.2%
|
|
|
224
|
JBJ Investment Partners
Charleston,
South Carolina
|
$3.2M
|
–
|
–
|
–
|
|
|
225
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3.16M
|
+$94.3K
|
+7,998
|
+3%
|
|
