|
301
|
Disciplined Investments
Tulsa,
Oklahoma
|
$7.8M
|
+$1.86M
|
+22,552
|
+31%
|
|
|
302
|
Lazard Asset Management
New York
|
$7.76M
|
–
|
–
|
–
|
|
|
303
|
Cetera Advisors
Denver,
Colorado
|
$7.76M
|
+$1.07M
|
+12,948
|
+16%
|
|
|
304
|
Alaethes Wealth
Glenbrook,
Nevada
|
$7.75M
|
+$867K
|
+10,486
|
+13%
|
|
|
305
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$7.62M
|
+$812K
|
+9,828
|
+12%
|
|
|
306
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$7.54M
|
-$5.87K
|
-71
|
-0.1%
|
|
|
307
|
Howe & Rusling
Rochester,
New York
|
$7.46M
|
+$257K
|
+3,116
|
+4%
|
|
|
308
|
Palouse Capital Management
Spokane,
Washington
|
$7.43M
|
-$207K
|
-2,500
|
-3%
|
|
|
309
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$7.39M
|
+$7.41M
|
+89,676
|
New
|
|
|
310
|
Advisornet Financial
Minnetonka,
Minnesota
|
$7.36M
|
+$61.1K
|
+739
|
+0.8%
|
|
|
311
|
Applied Capital
Little Rock,
Arkansas
|
$7.35M
|
+$1.72M
|
+20,848
|
+30%
|
|
|
312
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.32M
|
+$7.34M
|
+88,867
|
New
|
|
|
313
|
AMI Investment Management
Kendallville,
Indiana
|
$7.3M
|
+$789K
|
+9,545
|
+12%
|
|
|
314
|
Apella Capital
West Hartford,
Connecticut
|
$7.3M
|
+$597K
|
+7,222
|
+9%
|
|
|
315
|
TrueWealth Advisors
Birmingham,
Alabama
|
$7.26M
|
-$359K
|
-4,342
|
-5%
|
|
|
316
|
Biltmore Family Office
Charlotte,
North Carolina
|
$7.21M
|
+$5.9M
|
+71,412
|
+446%
|
|
|
317
|
Parsons Capital Management
Providence,
Rhode Island
|
$7.2M
|
+$4.05K
|
+49
|
+0.1%
|
|
|
318
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$7.16M
|
+$40K
|
+484
|
+0.6%
|
|
|
319
|
Gray Wealth Management
Bangor,
Maine
|
$7.12M
|
+$47.9K
|
+580
|
+0.7%
|
|
|
320
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.11M
|
–
|
–
|
–
|
|
|
321
|
Country Club Trust
Kansas City,
Missouri
|
$7.04M
|
-$452K
|
-5,467
|
-6%
|
|
|
322
|
Financial Strategies Group
Okemos,
Michigan
|
$7.01M
|
+$267K
|
+3,236
|
+4%
|
|
|
323
|
Montecito Bank & Trust
Santa Barbara,
California
|
$6.97M
|
+$466K
|
+5,641
|
+7%
|
|
|
324
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.94M
|
-$198K
|
-2,401
|
-3%
|
|
|
325
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6.9M
|
+$3.53M
|
+42,755
|
+104%
|
|
