|
551
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$12M
|
+$11.6M
|
+27,530
|
New
|
|
|
552
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$12M
|
+$337K
|
+799
|
+3%
|
|
|
553
|
Guggenheim Capital
Chicago,
Illinois
|
$12M
|
+$640K
|
+1,516
|
+6%
|
|
|
554
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$11.9M
|
+$640K
|
+1,517
|
+6%
|
|
|
555
|
CVA Family Office
Denver,
Colorado
|
$11.9M
|
+$1.81M
|
+4,290
|
+19%
|
|
|
556
|
Avory & Company
Miami,
Florida
|
$11.9M
|
–
|
–
|
–
|
|
|
557
|
Vectors Research Management
New York
|
$11.9M
|
-$1.48M
|
-3,503
|
-11%
|
|
|
558
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$11.9M
|
–
|
–
|
–
|
|
|
559
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$11.8M
|
+$450K
|
+1,066
|
+4%
|
|
|
560
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$11.8M
|
+$84.4K
|
+200
|
+0.7%
|
|
|
561
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$11.8M
|
+$65.4K
|
+155
|
+0.6%
|
|
|
562
|
Lazard Asset Management
New York
|
$11.8M
|
-$4.06M
|
-9,628
|
-26%
|
|
|
563
|
Smith, Moore & Co
Clayton,
Missouri
|
$11.8M
|
+$466K
|
+1,105
|
+4%
|
|
|
564
|
Disciplina Capital Management
Nashville,
Tennessee
|
$11.7M
|
-$2.13M
|
-5,050
|
-16%
|
|
|
565
|
Mercer Investments
Boston,
Massachusetts
|
$11.6M
|
+$76K
|
+180
|
+0.7%
|
|
|
566
|
Karp Capital Management
Sausalito,
California
|
$11.5M
|
+$3.81M
|
+9,016
|
+52%
|
|
|
567
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.5M
|
+$11.1M
|
+26,231
|
New
|
|
|
568
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$11.4M
|
+$118K
|
+280
|
+1%
|
|
|
569
|
Burleson & Co
Petaluma,
California
|
$11.4M
|
-$379K
|
-897
|
-3%
|
|
|
570
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.4M
|
-$35.5M
|
-84,185
|
-76%
|
|
|
571
|
First National Trust
Hermitage,
Pennsylvania
|
$11.3M
|
-$149K
|
-352
|
-1%
|
|
|
572
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$11.3M
|
+$399K
|
+945
|
+4%
|
|
|
573
|
Gainplan
Bloomfield Hills,
Michigan
|
$11.3M
|
+$170K
|
+403
|
+2%
|
|
|
574
|
Oxford Financial Group
Carmel,
Indiana
|
$11.2M
|
-$49K
|
-116
|
-0.4%
|
|
|
575
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$11.2M
|
+$1.37M
|
+3,242
|
+14%
|
|
