|
301
|
Global Endowment Management
Charlotte,
North Carolina
|
$7.88M
|
–
|
–
|
–
|
|
|
302
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.82M
|
+$112K
|
+2,637
|
+1%
|
|
|
303
|
Bray Capital Advisors
Naples,
Florida
|
$7.69M
|
+$1.79M
|
+42,300
|
+31%
|
|
|
304
|
Regal Investment Advisors
Kentwood,
Michigan
|
$7.42M
|
-$33.3K
|
-784
|
-0.5%
|
|
|
305
|
First Allied Advisory Services
San Diego,
California
|
$7.41M
|
-$168K
|
-3,953
|
-2%
|
|
|
306
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$7.33M
|
+$229K
|
+5,401
|
+3%
|
|
|
307
|
Appleton Partners
Boston,
Massachusetts
|
$7.33M
|
+$513K
|
+12,102
|
+8%
|
|
|
308
|
River Global Investors
London,
United Kingdom
|
$7.25M
|
–
|
–
|
–
|
|
|
309
|
Vantage Investment Partners
Kansas City,
Missouri
|
$7.19M
|
+$5.83M
|
+137,354
|
+486%
|
|
|
310
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.95M
|
+$1.49M
|
+35,097
|
+29%
|
|
|
311
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6.72M
|
+$2.66M
|
+62,813
|
+41%
|
|
|
312
|
LifePlan Financial Group
Dayton,
Ohio
|
$6.59M
|
+$218K
|
+5,142
|
+4%
|
|
|
313
|
Cambria Investment Management
Manhattan Beach,
California
|
$6.58M
|
+$298K
|
+7,035
|
+5%
|
|
|
314
|
Level Four Advisory Services
Dallas,
Texas
|
$6.47M
|
+$4.34M
|
+102,379
|
+220%
|
|
|
315
|
North Forty Management
Seattle,
Washington
|
$6.42M
|
–
|
–
|
–
|
|
|
316
|
Arcus Capital Partners
Atlanta,
Georgia
|
$6.38M
|
+$2.78M
|
+65,607
|
+81%
|
|
|
317
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$6.29M
|
+$3.59M
|
+84,556
|
+140%
|
|
|
318
|
Goldstein Munger & Associates
San Ramon,
California
|
$6.24M
|
+$12.5K
|
+295
|
+0.2%
|
|
|
319
|
Makena Capital Management
Menlo Park,
California
|
$6.16M
|
–
|
–
|
–
|
|
|
320
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$6.06M
|
+$442K
|
+10,429
|
+8%
|
|
|
321
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6.01M
|
-$231K
|
-5,436
|
-4%
|
|
|
322
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.95M
|
-$47.6M
|
-1,121,448
|
-89%
|
|
|
323
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$5.73M
|
+$882K
|
+20,795
|
+19%
|
|
|
324
|
Probity Advisors
Dallas,
Texas
|
$5.7M
|
+$77K
|
+1,815
|
+1%
|
|
|
325
|
Parallel Advisors
San Francisco,
California
|
$5.68M
|
+$880K
|
+20,753
|
+19%
|
|
