|
301
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$7.14M
|
+$448K
|
+5,829
|
+7%
|
|
|
302
|
TAGStone Capital
Charlotte,
North Carolina
|
$7.14M
|
+$614K
|
+7,986
|
+9%
|
|
|
303
|
Everett Harris & Co
Los Angeles,
California
|
$7.14M
|
-$48.1K
|
-625
|
-0.7%
|
|
|
304
|
Disciplined Investments
Tulsa,
Oklahoma
|
$7.11M
|
+$202K
|
+2,621
|
+3%
|
|
|
305
|
Boston Family Office
Boston,
Massachusetts
|
$7.11M
|
-$1.21M
|
-15,789
|
-15%
|
|
|
306
|
American Trust
Lexington,
Kentucky
|
$7.09M
|
+$5.99M
|
+77,904
|
+565%
|
|
|
307
|
Whittier Trust
South Pasadena,
California
|
$7M
|
-$587K
|
-7,628
|
-8%
|
|
|
308
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.94M
|
-$199K
|
-2,590
|
-3%
|
|
|
309
|
Zacks Investment Management
Chicago,
Illinois
|
$6.85M
|
+$892K
|
+11,598
|
+15%
|
|
|
310
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.78M
|
-$175K
|
-2,275
|
-3%
|
|
|
311
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$6.78M
|
-$304K
|
-3,955
|
-4%
|
|
|
312
|
Middleton & Co
Boston,
Massachusetts
|
$6.77M
|
-$649K
|
-8,435
|
-9%
|
|
|
313
|
Black Diamond Financial
Towson,
Maryland
|
$6.74M
|
-$1.36M
|
-17,668
|
-17%
|
|
|
314
|
Penserra Capital Management
Orinda,
California
|
$6.73M
|
+$2.21M
|
+28,739
|
+49%
|
|
|
315
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$6.72M
|
-$3.38K
|
-44
|
-0.1%
|
|
|
316
|
Integrated Advisors Network
Dallas,
Texas
|
$6.69M
|
+$847K
|
+11,012
|
+15%
|
|
|
317
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.63M
|
-$524K
|
-6,808
|
-7%
|
|
|
318
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$6.57M
|
+$145K
|
+1,886
|
+2%
|
|
|
319
|
Seaside Wealth Management
Carlsbad,
California
|
$6.55M
|
+$964K
|
+12,526
|
+17%
|
|
|
320
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$6.53M
|
+$143K
|
+1,859
|
+2%
|
|
|
321
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$6.52M
|
-$1.17M
|
-15,231
|
-15%
|
|
|
322
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$6.52M
|
+$288K
|
+3,746
|
+5%
|
|
|
323
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.51M
|
-$71.4K
|
-928
|
-1%
|
|
|
324
|
Family Management
New York
|
$6.5M
|
+$179K
|
+2,321
|
+3%
|
|
|
325
|
IMZ Advisory
Boca Raton,
Florida
|
$6.47M
|
+$400K
|
+5,194
|
+7%
|
|
