|
301
|
Seven Post Investment Office
San Francisco,
California
|
$3.24M
|
+$3.3M
|
+40,990
|
New
|
|
|
302
|
Tortoise Investment Management
White Plains,
New York
|
$3.23M
|
-$2.26M
|
-28,163
|
-41%
|
|
|
303
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3.18M
|
+$1.27M
|
+15,805
|
+65%
|
|
|
304
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$3.18M
|
+$121K
|
+1,508
|
+4%
|
|
|
305
|
Alexandria Capital
Arlington,
Virginia
|
$3.17M
|
+$1.01M
|
+12,579
|
+46%
|
|
|
306
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.17M
|
-$208K
|
-2,582
|
-6%
|
|
|
307
|
Eagle Global Advisors
Houston,
Texas
|
$3.16M
|
-$70.5K
|
-877
|
-2%
|
|
|
308
|
Argent Trust Co
Nashville,
Tennessee
|
$3.16M
|
+$1.15M
|
+14,348
|
+56%
|
|
|
309
|
ProVise Management Group
Clearwater,
Florida
|
$3.13M
|
+$50.7K
|
+630
|
+2%
|
|
|
310
|
Sterling Investment Management
Tucson,
Arizona
|
$3.13M
|
-$187K
|
-2,324
|
-6%
|
|
|
311
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.04M
|
+$56.7K
|
+705
|
+2%
|
|
|
312
|
Lido Advisors
Los Angeles,
California
|
$3.03M
|
-$171K
|
-2,130
|
-5%
|
|
|
313
|
Chilton Capital Management
Houston,
Texas
|
$3.01M
|
+$452K
|
+5,620
|
+17%
|
|
|
314
|
McNaughton Wealth Management
San Diego,
California
|
$2.99M
|
-$549K
|
-6,825
|
-15%
|
|
|
315
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.96M
|
+$497K
|
+6,180
|
+20%
|
|
|
316
|
Credit Suisse
Zurich,
Switzerland
|
$2.91M
|
+$2.96M
|
+36,820
|
New
|
|
|
317
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.89M
|
-$1.26M
|
-15,701
|
-31%
|
|
|
318
|
Magnus Financial Group
New York
|
$2.89M
|
-$250K
|
-3,113
|
-8%
|
|
|
319
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.88M
|
+$167K
|
+2,075
|
+6%
|
|
|
320
|
Elmwood Wealth Management
Berkeley,
California
|
$2.86M
|
+$2.94M
|
+36,502
|
New
|
|
|
321
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.84M
|
-$135K
|
-1,673
|
-4%
|
|
|
322
|
Community Bank
Dewitt,
New York
|
$2.83M
|
-$16.1K
|
-200
|
-0.6%
|
|
|
323
|
Grove Bank & Trust
Miami,
Florida
|
$2.83M
|
+$256K
|
+3,183
|
+10%
|
|
|
324
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$2.81M
|
+$96.7K
|
+1,202
|
+4%
|
|
|
325
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.8M
|
-$523K
|
-6,505
|
-16%
|
|
