|
201
|
Elite Financial
Lewiston,
Idaho
|
$10M
|
+$502K
|
+8,543
|
+5%
|
|
|
202
|
HM Payson & Co
Portland,
Maine
|
$10M
|
+$16.1K
|
+274
|
+0.2%
|
|
|
203
|
Lazard Asset Management
New York
|
$9.97M
|
-$348K
|
-5,921
|
-3%
|
|
|
204
|
Zevin Asset Management
Boston,
Massachusetts
|
$9.95M
|
+$9.96M
|
+169,373
|
New
|
|
|
205
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$9.9M
|
+$9.91M
|
+168,500
|
New
|
|
|
206
|
SCS Capital Management
Boston,
Massachusetts
|
$9.84M
|
-$758K
|
-12,889
|
-7%
|
|
|
207
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.76M
|
+$423K
|
+7,188
|
+5%
|
|
|
208
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$9.74M
|
+$3.78M
|
+64,320
|
+63%
|
|
|
209
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$9.61M
|
+$653K
|
+11,109
|
+7%
|
|
|
210
|
Values First Advisors
Gray,
Tennessee
|
$9.48M
|
+$478K
|
+8,128
|
+5%
|
|
|
211
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$9.47M
|
+$2.51M
|
+42,620
|
+36%
|
|
|
212
|
Disciplined Investments
Tulsa,
Oklahoma
|
$9.41M
|
+$546K
|
+9,292
|
+6%
|
|
|
213
|
Comerica Bank
Dallas,
Texas
|
$9.37M
|
+$846K
|
+14,396
|
+10%
|
|
|
214
|
United Capital Financial Advisors
Irving,
Texas
|
$9.19M
|
+$1.12M
|
+19,040
|
+14%
|
|
|
215
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$9.15M
|
-$36.3K
|
-618
|
-0.4%
|
|
|
216
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.06M
|
+$1.4M
|
+23,804
|
+18%
|
|
|
217
|
DDD Partners
Bellevue,
Washington
|
$9.05M
|
+$712K
|
+12,104
|
+9%
|
|
|
218
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$9.04M
|
-$276K
|
-4,692
|
-3%
|
|
|
219
|
Estate Counselors
Thiensville,
Wisconsin
|
$8.66M
|
+$1.44M
|
+24,505
|
+20%
|
|
|
220
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.6M
|
-$12.6K
|
-214
|
-0.1%
|
|
|
221
|
Integrated Advisors Network
Dallas,
Texas
|
$8.46M
|
+$698K
|
+11,882
|
+9%
|
|
|
222
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.42M
|
+$1.96M
|
+33,337
|
+30%
|
|
|
223
|
First American Trust
Santa Ana,
California
|
$8.3M
|
+$5.12M
|
+87,057
|
+161%
|
|
|
224
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$8.27M
|
-$127K
|
-2,167
|
-2%
|
|
|
225
|
Shufro Rose & Co
New York
|
$8.08M
|
+$3.17M
|
+53,933
|
+64%
|
|
