|
201
|
Corda Investment Management
Houston,
Texas
|
$15.1M
|
-$217K
|
-2,849
|
-1%
|
|
|
202
|
Van Strum & Towne
San Francisco,
California
|
$14.8M
|
-$585K
|
-7,683
|
-4%
|
|
|
203
|
Bell Bank
Fargo,
North Dakota
|
$14.7M
|
+$232K
|
+3,047
|
+2%
|
|
|
204
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.6M
|
+$462K
|
+6,060
|
+3%
|
|
|
205
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$14.5M
|
+$361K
|
+4,735
|
+2%
|
|
|
206
|
Essex LLC
Deer Park,
Illinois
|
$14.4M
|
+$5.12M
|
+67,227
|
+53%
|
|
|
207
|
Rezny Wealth Management
Fort Myers,
Florida
|
$14.3M
|
-$124K
|
-1,626
|
-0.8%
|
|
|
208
|
Gould Asset Management
Claremont,
California
|
$14M
|
-$1.18M
|
-15,447
|
-8%
|
|
|
209
|
Comerica Bank
Dallas,
Texas
|
$14M
|
+$13.2M
|
+173,747
|
+1,033%
|
|
|
210
|
Autus Asset Management
Scottsdale,
Arizona
|
$14M
|
-$61.3K
|
-805
|
-0.4%
|
|
|
211
|
WBH Advisory
Baltimore,
Maryland
|
$13.7M
|
+$6.37M
|
+83,655
|
+83%
|
|
|
212
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$13.6M
|
+$14M
|
+183,099
|
New
|
|
|
213
|
KWMG LLC
Overland Park,
Kansas
|
$13.4M
|
+$332K
|
+4,359
|
+2%
|
|
|
214
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$13.2M
|
-$227K
|
-2,983
|
-2%
|
|
|
215
|
Morningstar Investment Management
Chicago,
Illinois
|
$13.1M
|
–
|
–
|
–
|
|
|
216
|
Baker Avenue Asset Management
San Francisco,
California
|
$13M
|
+$168K
|
+2,210
|
+1%
|
|
|
217
|
Everett Harris & Co
Los Angeles,
California
|
$13M
|
-$6.48M
|
-85,080
|
-33%
|
|
|
218
|
Atria Wealth Solutions
New York
|
$12.9M
|
+$2.87M
|
+37,604
|
+28%
|
|
|
219
|
Arrow Financial
Glens Falls,
New York
|
$12.9M
|
-$1.59M
|
-20,855
|
-11%
|
|
|
220
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$12.7M
|
+$62.9K
|
+825
|
+0.5%
|
|
|
221
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$12.6M
|
-$1.65M
|
-21,667
|
-11%
|
|
|
222
|
FIDELIS iM
Medford,
Oregon
|
$12.6M
|
+$1.41M
|
+18,495
|
+12%
|
|
|
223
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.5M
|
-$514K
|
-6,746
|
-4%
|
|
|
224
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$12.4M
|
+$12.3M
|
+161,809
|
+2,834%
|
|
|
225
|
Rockefeller Capital Management
New York
|
$12.4M
|
+$448K
|
+5,880
|
+4%
|
|
