|
101
|
Truepoint Inc
Cincinnati,
Ohio
|
$701K
|
+$101K
|
+2,238
|
+17%
|
|
|
102
|
Aureus Asset Management
Boston,
Massachusetts
|
$692K
|
+$701K
|
+15,555
|
New
|
|
|
103
|
Evanson Asset Management
Carmel,
California
|
$690K
|
+$699K
|
+15,502
|
New
|
|
|
104
|
Planning Alternatives
Birmingham,
Michigan
|
$688K
|
-$29.1K
|
-646
|
-4%
|
|
|
105
|
Forte Capital
Rochester,
New York
|
$673K
|
–
|
–
|
–
|
|
|
106
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$624K
|
-$4.15K
|
-92
|
-0.7%
|
|
|
107
|
Roundview Capital
Princeton,
New Jersey
|
$600K
|
+$9.24K
|
+205
|
+2%
|
|
|
108
|
Montag & Associates
Atlanta,
Georgia
|
$596K
|
–
|
–
|
–
|
|
|
109
|
Greystone Investment Management
Cincinnati,
Ohio
|
$583K
|
+$104K
|
+2,315
|
+21%
|
|
|
110
|
Tortoise Investment Management
White Plains,
New York
|
$552K
|
+$130K
|
+2,875
|
+30%
|
|
|
111
|
Boys Arnold & Co
Asheville,
North Carolina
|
$528K
|
+$133K
|
+2,950
|
+33%
|
|
|
112
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$515K
|
-$36.1K
|
-800
|
-6%
|
|
|
113
|
|
$511K
|
–
|
–
|
–
|
|
|
114
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$508K
|
–
|
–
|
–
|
|
|
115
|
Efficient Advisors
Mason,
Ohio
|
$499K
|
+$506K
|
+11,221
|
New
|
|
|
116
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$492K
|
-$28.6M
|
-633,804
|
-98%
|
|
|
117
|
Coastline Trust
Providence,
Rhode Island
|
$477K
|
+$188K
|
+4,170
|
+64%
|
|
|
118
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$476K
|
-$801K
|
-17,773
|
-62%
|
|
|
119
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$464K
|
+$3.65K
|
+81
|
+0.8%
|
|
|
120
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$462K
|
–
|
–
|
–
|
|
|
121
|
Advisory Services Network
Atlanta,
Georgia
|
$454K
|
–
|
–
|
–
|
|
|
122
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$454K
|
+$179K
|
+3,969
|
+64%
|
|
|
123
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$452K
|
+$5.54K
|
+123
|
+1%
|
|
|
124
|
Freestone Capital Holdings
Seattle,
Washington
|
$447K
|
-$464K
|
-10,289
|
-51%
|
|
|
125
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$444K
|
+$9.24K
|
+205
|
+2%
|
|
