|
401
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$15.4M
|
+$868K
|
+4,225
|
+5%
|
|
|
402
|
Rockbridge Investment Management
Syracuse,
New York
|
$15.3M
|
-$1.42M
|
-6,923
|
-8%
|
|
|
403
|
Latigo Investments
Fort Lauderdale,
Florida
|
$15.2M
|
–
|
–
|
–
|
|
|
404
|
Bridgewater Advisors
New York
|
$15.1M
|
+$456K
|
+2,221
|
+3%
|
|
|
405
|
Northwest Wealth Management
Spencer,
Iowa
|
$15.1M
|
+$1.27M
|
+6,182
|
+8%
|
|
|
406
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.1M
|
+$665K
|
+3,237
|
+4%
|
|
|
407
|
BFSG LLC
Irvine,
California
|
$15M
|
+$500K
|
+2,433
|
+3%
|
|
|
408
|
Cozad Asset Management
Champaign,
Illinois
|
$15M
|
+$90K
|
+438
|
+0.6%
|
|
|
409
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$15M
|
-$1.09M
|
-5,324
|
-6%
|
|
|
410
|
William Blair & Company
Chicago,
Illinois
|
$14.8M
|
+$965K
|
+4,698
|
+6%
|
|
|
411
|
Asset Management Resources
Hyannis,
Massachusetts
|
$14.7M
|
-$190K
|
-927
|
-1%
|
|
|
412
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$14.6M
|
+$376K
|
+1,832
|
+2%
|
|
|
413
|
Clarity Wealth Advisors
San Jose,
California
|
$14.5M
|
-$112K
|
-546
|
-0.7%
|
|
|
414
|
Scarborough Advisors
Annapolis,
Maryland
|
$14.5M
|
-$2.2M
|
-10,718
|
-12%
|
|
|
415
|
WFA of San Diego
San Diego,
California
|
$14.5M
|
-$211K
|
-1,029
|
-1%
|
|
|
416
|
Baker Avenue Asset Management
San Francisco,
California
|
$14.4M
|
-$30.3M
|
-147,580
|
-66%
|
|
|
417
|
Washburn Capital Management
Vero Beach,
Florida
|
$14.4M
|
-$476K
|
-2,318
|
-3%
|
|
|
418
|
Ashford Capital Management
Wilmington,
Delaware
|
$14.4M
|
–
|
–
|
–
|
|
|
419
|
Perigon Wealth Management
San Francisco,
California
|
$14.3M
|
+$2.55M
|
+12,399
|
+19%
|
|
|
420
|
Royal Fund Management
Lady Lake,
Florida
|
$14.3M
|
-$432K
|
-2,102
|
-3%
|
|
|
421
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$14.2M
|
-$1.12M
|
-5,430
|
-7%
|
|
|
422
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$14.1M
|
+$410K
|
+1,994
|
+3%
|
|
|
423
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$14M
|
+$578K
|
+2,813
|
+4%
|
|
|
424
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$13.9M
|
+$1.16M
|
+5,656
|
+8%
|
|
|
425
|
Annapolis Financial Services
Annapolis,
Maryland
|
$13.7M
|
+$511K
|
+2,489
|
+4%
|
|
