|
201
|
Bell Bank
Fargo,
North Dakota
|
$14.9M
|
-$505K
|
-6,578
|
-3%
|
|
|
202
|
Arrow Financial
Glens Falls,
New York
|
$14.8M
|
-$10.2M
|
-133,046
|
-41%
|
|
|
203
|
Rezny Wealth Management
Fort Myers,
Florida
|
$14.8M
|
-$600K
|
-7,809
|
-4%
|
|
|
204
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$14.6M
|
+$3.32M
|
+43,196
|
+29%
|
|
|
205
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.6M
|
+$7.8M
|
+101,487
|
+113%
|
|
|
206
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$14.6M
|
+$249K
|
+3,241
|
+2%
|
|
|
207
|
HeadInvest LLC
Portland,
Maine
|
$14.6M
|
-$3.06M
|
-39,784
|
-17%
|
|
|
208
|
Autus Asset Management
Scottsdale,
Arizona
|
$14.5M
|
-$504K
|
-6,564
|
-3%
|
|
|
209
|
Hudson Capital Management
Ramsey,
New Jersey
|
$14.3M
|
-$3.02M
|
-39,360
|
-17%
|
|
|
210
|
Family Management
New York
|
$14.3M
|
+$5.59M
|
+72,729
|
+64%
|
|
|
211
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.2M
|
+$1.06M
|
+13,793
|
+8%
|
|
|
212
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$14.2M
|
-$1.64M
|
-21,343
|
-10%
|
|
|
213
|
Principal Financial Group
Des Moines,
Iowa
|
$14.1M
|
+$303K
|
+3,945
|
+2%
|
|
|
214
|
Old Mission Capital
Chicago,
Illinois
|
$13.8M
|
+$13.9M
|
+181,482
|
New
|
|
|
215
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$13.8M
|
-$601K
|
-7,828
|
-4%
|
|
|
216
|
Novare Capital Management
Charlotte,
North Carolina
|
$13.6M
|
-$395K
|
-5,146
|
-3%
|
|
|
217
|
Morningstar Investment Management
Chicago,
Illinois
|
$13.4M
|
+$612K
|
+7,962
|
+5%
|
|
|
218
|
KWMG LLC
Overland Park,
Kansas
|
$13.4M
|
-$46K
|
-598
|
-0.3%
|
|
|
219
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$13.3M
|
-$341K
|
-4,433
|
-2%
|
|
|
220
|
Baker Avenue Asset Management
San Francisco,
California
|
$13.2M
|
-$1.85M
|
-24,075
|
-12%
|
|
|
221
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$13M
|
+$4.1M
|
+53,382
|
+46%
|
|
|
222
|
Koshinski Asset Management
Decatur,
Illinois
|
$12.9M
|
+$6.84K
|
+89
|
+0.1%
|
|
|
223
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$12.7M
|
+$12.8M
|
+166,767
|
New
|
|
|
224
|
Allen Investment Management
New York
|
$12.6M
|
-$6M
|
-78,049
|
-32%
|
|
|
225
|
SouthState Corp
Winter Haven,
Florida
|
$12.6M
|
-$570K
|
-7,424
|
-4%
|
|
