|
376
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$35.5M
|
-$193K
|
-686
|
-0.6%
|
|
|
377
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$35.3M
|
-$663K
|
-2,356
|
-2%
|
|
|
378
|
Morling Financial Advisors
Fremont,
California
|
$35.1M
|
+$883K
|
+3,139
|
+3%
|
|
|
379
|
Atria Investments
Charlotte,
North Carolina
|
$35M
|
+$2.79M
|
+9,937
|
+9%
|
|
|
380
|
Penney Financial
Houston,
Texas
|
$35M
|
-$1.01M
|
-3,587
|
-3%
|
|
|
381
|
Coldstream Capital Management
Bellevue,
Washington
|
$35M
|
+$1.18M
|
+4,213
|
+4%
|
|
|
382
|
BFSG LLC
Irvine,
California
|
$34.9M
|
+$898K
|
+3,193
|
+3%
|
|
|
383
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$34.9M
|
+$1.92M
|
+6,837
|
+6%
|
|
|
384
|
Weinberger Asset Management
Los Angeles,
California
|
$34.9M
|
+$60.2K
|
+214
|
+0.2%
|
|
|
385
|
Fifth Third Securities
Cincinnati,
Ohio
|
$34.7M
|
+$689K
|
+2,451
|
+2%
|
|
|
386
|
Sterling Wealth Management
Champaign,
Illinois
|
$34.4M
|
+$31.9M
|
+113,268
|
New
|
|
|
387
|
My Personal CFO LLC
Vancouver,
Washington
|
$34.4M
|
+$1M
|
+3,565
|
+3%
|
|
|
388
|
Nuveen
Charlotte,
North Carolina
|
$34.1M
|
+$5.63M
|
+20,000
|
+22%
|
|
|
389
|
M&T Bank
Buffalo,
New York
|
$33.9M
|
-$505K
|
-1,794
|
-2%
|
|
|
390
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$33.8M
|
-$162K
|
-577
|
-0.5%
|
|
|
391
|
Bay Colony Advisors
Concord,
Massachusetts
|
$33.7M
|
-$238K
|
-846
|
-0.8%
|
|
|
392
|
Pine Ridge Advisers
New York
|
$33.4M
|
+$14.6M
|
+51,837
|
+89%
|
|
|
393
|
Chandler Asset Management
San Diego,
California
|
$33.4M
|
-$176K
|
-625
|
-0.6%
|
|
|
394
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$33.4M
|
+$815K
|
+2,896
|
+3%
|
|
|
395
|
Manuka Financial
Richmond,
Virginia
|
$33M
|
+$2.7M
|
+9,606
|
+10%
|
|
|
396
|
Roundview Capital
Princeton,
New Jersey
|
$33M
|
-$260K
|
-923
|
-0.8%
|
|
|
397
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$32.9M
|
+$30.5M
|
+108,269
|
New
|
|
|
398
|
Northeast Financial Consultants
Westport,
Connecticut
|
$32.7M
|
-$29.8K
|
-106
|
-0.1%
|
|
|
399
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$32.7M
|
-$5.63K
|
-20
|
-0%
|
|
|
400
|
|
$32.4M
|
+$4.73M
|
+16,817
|
+19%
|
|
