|
201
|
Planning Alternatives
Birmingham,
Michigan
|
$15.8M
|
-$201K
|
-5,186
|
-1%
|
|
|
202
|
1ST Source Bank
South Bend,
Indiana
|
$15.6M
|
-$5.16M
|
-133,265
|
-25%
|
|
|
203
|
Main Management
San Francisco,
California
|
$15.6M
|
+$14M
|
+362,008
|
+756%
|
|
|
204
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$15.5M
|
-$413K
|
-10,659
|
-3%
|
|
|
205
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.4M
|
-$5.11M
|
-131,897
|
-25%
|
|
|
206
|
McCutchen Group
Seattle,
Washington
|
$15.3M
|
-$3.54M
|
-91,448
|
-19%
|
|
|
207
|
Strid Group
Newtown Square,
Pennsylvania
|
$15.2M
|
-$1.64M
|
-42,400
|
-10%
|
|
|
208
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$15.2M
|
-$81.8K
|
-2,111
|
-0.5%
|
|
|
209
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$15.1M
|
-$9M
|
-232,460
|
-37%
|
|
|
210
|
Schroders
London,
United Kingdom
|
$15.1M
|
+$1.11M
|
+28,680
|
+8%
|
|
|
211
|
Boston Advisors
Boston,
Massachusetts
|
$15M
|
+$3.12M
|
+80,484
|
+26%
|
|
|
212
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.9M
|
+$14.5M
|
+374,716
|
+2,120%
|
|
|
213
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$14.9M
|
-$61.9K
|
-1,598
|
-0.4%
|
|
|
214
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$14.9M
|
–
|
–
|
–
|
|
|
215
|
Glen Harbor Capital Management
San Diego,
California
|
$14.8M
|
–
|
–
|
–
|
|
|
216
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$14.5M
|
–
|
–
|
–
|
|
|
217
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$14.3M
|
-$1.02M
|
-26,402
|
-7%
|
|
|
218
|
Peninsula Wealth
San Francisco,
California
|
$14M
|
-$187K
|
-4,838
|
-1%
|
|
|
219
|
Emery Howard Portfolio Management
Burlingame,
California
|
$13.8M
|
+$1.2M
|
+31,082
|
+9%
|
|
|
220
|
Hudock Inc
Williamsport,
Pennsylvania
|
$13.7M
|
+$208K
|
+5,379
|
+2%
|
|
|
221
|
MAI Capital Management
Independence,
Ohio
|
$13.4M
|
+$2.82M
|
+72,839
|
+26%
|
|
|
222
|
Gofen & Glossberg
Chicago,
Illinois
|
$13.3M
|
-$207K
|
-5,331
|
-2%
|
|
|
223
|
Mission Wealth Management
Santa Barbara,
California
|
$13.2M
|
+$406K
|
+10,486
|
+3%
|
|
|
224
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.1M
|
+$886K
|
+22,871
|
+7%
|
|
|
225
|
Perella Weinberg Partners Capital Management
New York
|
$13.1M
|
+$13.3M
|
+342,692
|
New
|
|
