|
301
|
Whitcomb & Hess
Ashland,
Ohio
|
$14.2M
|
+$14M
|
+262,193
|
New
|
|
|
302
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$14.1M
|
+$196K
|
+3,677
|
+1%
|
|
|
303
|
Eaton Vance Management
Boston,
Massachusetts
|
$14.1M
|
-$134K
|
-2,518
|
-1%
|
|
|
304
|
Veritable
Wilmington,
Delaware
|
$13.8M
|
-$117K
|
-2,201
|
-0.9%
|
|
|
305
|
Avantax Advisory Services
Dallas,
Texas
|
$13.8M
|
+$879K
|
+16,505
|
+7%
|
|
|
306
|
Balentine LLC
Atlanta,
Georgia
|
$13.7M
|
+$1.13M
|
+21,305
|
+9%
|
|
|
307
|
Mather Group
Chicago,
Illinois
|
$13.6M
|
+$1.22M
|
+22,831
|
+10%
|
|
|
308
|
Citizens Business Bank
Ontario,
California
|
$13.4M
|
-$119K
|
-2,227
|
-0.9%
|
|
|
309
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$13.2M
|
+$1.6M
|
+30,044
|
+14%
|
|
|
310
|
One Day In July LLC
Burlington,
Vermont
|
$13.2M
|
+$575K
|
+10,800
|
+5%
|
|
|
311
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$13.1M
|
+$1.23M
|
+23,141
|
+11%
|
|
|
312
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$13.1M
|
+$360K
|
+6,759
|
+3%
|
|
|
313
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$13.1M
|
-$7.32M
|
-137,434
|
-36%
|
|
|
314
|
Boston Family Office
Boston,
Massachusetts
|
$13M
|
-$2.47M
|
-46,334
|
-16%
|
|
|
315
|
Highland Private Wealth Management
Bellevue,
Washington
|
$13M
|
-$693K
|
-13,019
|
-5%
|
|
|
316
|
KWMG LLC
Overland Park,
Kansas
|
$13M
|
+$568K
|
+10,658
|
+4%
|
|
|
317
|
|
$12.9M
|
+$1.45M
|
+27,237
|
+13%
|
|
|
318
|
Allworth Financial
Folsom,
California
|
$12.8M
|
-$61.6K
|
-1,156
|
-0.5%
|
|
|
319
|
Cairn Investment Group
Vancouver,
Washington
|
$12.8M
|
+$1.02M
|
+19,119
|
+9%
|
|
|
320
|
Roundview Capital
Princeton,
New Jersey
|
$12.8M
|
+$122K
|
+2,291
|
+1%
|
|
|
321
|
Greenfield FTC
Reno,
Nevada
|
$12.8M
|
+$81.1K
|
+1,523
|
+0.7%
|
|
|
322
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$12.6M
|
+$1.69M
|
+31,640
|
+16%
|
|
|
323
|
Pathstone Family Office
Englewood,
New Jersey
|
$12.6M
|
-$1.94M
|
-36,443
|
-14%
|
|
|
324
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$12.5M
|
+$1.09M
|
+20,508
|
+10%
|
|
|
325
|
Martel Wealth Advisors
Vancouver,
Washington
|
$12.4M
|
+$41.2K
|
+773
|
+0.3%
|
|
