|
176
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.07M
|
+$65.4K
|
+1,309
|
+6%
|
|
|
177
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.07M
|
+$1.07M
|
+21,429
|
New
|
|
|
178
|
Victory Capital Management
San Antonio,
Texas
|
$1.07M
|
-$209K
|
-4,176
|
-16%
|
|
|
179
|
Intellectus Partners
San Francisco,
California
|
$1.06M
|
+$135K
|
+2,697
|
+15%
|
|
|
180
|
Cresset Asset Management
Chicago,
Illinois
|
$1.06M
|
+$5.74K
|
+115
|
+0.5%
|
|
|
181
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.04M
|
-$13.2K
|
-264
|
-1%
|
|
|
182
|
Colorado Capital Management
Boulder,
Colorado
|
$1.04M
|
-$1.5K
|
-30
|
-0.1%
|
|
|
183
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$998K
|
+$1M
|
+20,028
|
New
|
|
|
184
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$990K
|
+$50
|
+1
|
+0%
|
|
|
185
|
Westover Capital Advisors
Wilmington,
Delaware
|
$951K
|
+$35.9K
|
+718
|
+4%
|
|
|
186
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$949K
|
+$951K
|
+19,036
|
New
|
|
|
187
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$931K
|
–
|
–
|
–
|
|
|
188
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$915K
|
-$283K
|
-5,658
|
-24%
|
|
|
189
|
Clear Creek Financial Management
Silverdale,
Washington
|
$912K
|
+$913K
|
+18,280
|
New
|
|
|
190
|
EP Wealth Advisors
Torrance,
California
|
$902K
|
+$903K
|
+18,081
|
New
|
|
|
191
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$899K
|
–
|
–
|
–
|
|
|
192
|
Northwest Wealth Management
Spencer,
Iowa
|
$891K
|
-$16.2K
|
-324
|
-2%
|
|
|
193
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$877K
|
+$650K
|
+13,013
|
+284%
|
|
|
194
|
American Portfolios Advisors
Holbrook,
New York
|
$859K
|
-$448K
|
-8,973
|
-34%
|
|
|
195
|
Fidelity Investments
Boston,
Massachusetts
|
$844K
|
+$37K
|
+740
|
+5%
|
|
|
196
|
William Blair & Company
Chicago,
Illinois
|
$837K
|
+$83.7K
|
+1,675
|
+11%
|
|
|
197
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$830K
|
-$704K
|
-14,092
|
-46%
|
|
|
198
|
Vivaldi Capital Management
Chicago,
Illinois
|
$830K
|
–
|
–
|
–
|
|
|
199
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$803K
|
+$53.2K
|
+1,065
|
+7%
|
|
|
200
|
TrinityPoint Wealth
Milford,
Connecticut
|
$789K
|
+$123K
|
+2,472
|
+19%
|
|
