|
201
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.69M
|
+$48.6K
|
+948
|
+0.7%
|
|
|
202
|
LMCG Investments
Boston,
Massachusetts
|
$6.69M
|
+$6.7M
|
+130,577
|
New
|
|
|
203
|
Florin Court Capital
London,
United Kingdom
|
$6.62M
|
-$5.27M
|
-102,700
|
-44%
|
|
|
204
|
Private Advisory Group
Redmond,
Washington
|
$6.52M
|
+$3.48M
|
+67,788
|
+114%
|
|
|
205
|
Sepio Capital
Salt Lake City,
Utah
|
$6.5M
|
+$288K
|
+5,617
|
+5%
|
|
|
206
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$6.46M
|
-$63.9K
|
-1,246
|
-1%
|
|
|
207
|
Fort Point Capital Partners
San Francisco,
California
|
$6.43M
|
+$4.99M
|
+97,353
|
+344%
|
|
|
208
|
Coastline Trust
Providence,
Rhode Island
|
$6.41M
|
+$1.64M
|
+31,974
|
+34%
|
|
|
209
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.32M
|
+$113K
|
+2,208
|
+2%
|
|
|
210
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$6.28M
|
-$68.8K
|
-1,342
|
-1%
|
|
|
211
|
Hill Island Financial
Grand Rapids,
Michigan
|
$6.24M
|
+$6.25M
|
+121,916
|
New
|
|
|
212
|
Atria Investments
Charlotte,
North Carolina
|
$6.18M
|
+$4.83M
|
+94,264
|
+356%
|
|
|
213
|
Financial & Tax Architects
St Louis,
Missouri
|
$6.12M
|
-$217K
|
-4,226
|
-3%
|
|
|
214
|
UMB Bank
Kansas City,
Missouri
|
$6.07M
|
+$149K
|
+2,900
|
+3%
|
|
|
215
|
Millennium Management
New York
|
$6.03M
|
+$136K
|
+2,648
|
+2%
|
|
|
216
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$6.01M
|
+$981K
|
+19,133
|
+19%
|
|
|
217
|
Empirical Finance
Havertown,
Pennsylvania
|
$6.01M
|
+$6.02M
|
+117,309
|
New
|
|
|
218
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$5.99M
|
+$2.81M
|
+54,724
|
+88%
|
|
|
219
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$5.96M
|
+$5.97M
|
+116,438
|
New
|
|
|
220
|
SAM Advisors
Oakhurst,
California
|
$5.94M
|
+$26.7K
|
+520
|
+0.5%
|
|
|
221
|
Colorado Capital Management
Boulder,
Colorado
|
$5.83M
|
-$9.03K
|
-176
|
-0.2%
|
|
|
222
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.83M
|
+$709K
|
+13,817
|
+14%
|
|
|
223
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.81M
|
+$5.82M
|
+113,421
|
New
|
|
|
224
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.76M
|
+$2.29M
|
+44,631
|
+66%
|
|
|
225
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$5.68M
|
+$25.6K
|
+500
|
+0.5%
|
|
