|
401
|
Altavista Wealth Management
Asheville,
North Carolina
|
$2.35M
|
-$110K
|
-1,026
|
-4%
|
|
|
402
|
BFSG LLC
Irvine,
California
|
$2.35M
|
-$196K
|
-1,821
|
-8%
|
|
|
403
|
Capstone Investment Advisors
New York
|
$2.34M
|
-$227K
|
-2,113
|
-9%
|
|
|
404
|
GW & Wade
Wellesley,
Massachusetts
|
$2.33M
|
-$2.79K
|
-26
|
-0.1%
|
|
|
405
|
Texas Capital Bancshares
Dallas,
Texas
|
$2.31M
|
-$332K
|
-3,095
|
-13%
|
|
|
406
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.31M
|
-$123K
|
-1,143
|
-5%
|
|
|
407
|
Asset Dedication LLC
San Francisco,
California
|
$2.25M
|
+$300K
|
+2,793
|
+15%
|
|
|
408
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$2.24M
|
-$57K
|
-531
|
-2%
|
|
|
409
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.19M
|
-$4.62K
|
-43
|
-0.2%
|
|
|
410
|
Evensky & Katz
Coral Gables,
Florida
|
$2.19M
|
+$537
|
+5
|
+0%
|
|
|
411
|
Dimension Capital Management
Coral Gables,
Florida
|
$2.16M
|
–
|
–
|
–
|
|
|
412
|
Allianz Life Insurance of North America
Minneapolis,
Minnesota
|
$2.13M
|
+$442K
|
+4,114
|
+26%
|
|
|
413
|
Epstein & White Financial
San Diego,
California
|
$2.13M
|
-$14.5M
|
-134,969
|
-87%
|
|
|
414
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2.11M
|
+$1.76M
|
+16,376
|
+494%
|
|
|
415
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$2.1M
|
+$2.1M
|
+19,531
|
New
|
|
|
416
|
American Portfolios Advisors
Holbrook,
New York
|
$2.07M
|
+$320K
|
+2,979
|
+18%
|
|
|
417
|
CKW Financial Group
Honolulu,
Hawaii
|
$2.06M
|
+$240K
|
+2,240
|
+13%
|
|
|
418
|
PineBridge Investments
New York
|
$2.03M
|
-$48.3K
|
-450
|
-2%
|
|
|
419
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.03M
|
-$153K
|
-1,423
|
-7%
|
|
|
420
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.02M
|
+$303K
|
+2,826
|
+18%
|
|
|
421
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$2.02M
|
-$255K
|
-2,373
|
-11%
|
|
|
422
|
Renaissance Technologies
New York
|
$2.02M
|
+$2.02M
|
+18,800
|
New
|
|
|
423
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$2.01M
|
+$643K
|
+5,985
|
+47%
|
|
|
424
|
Wedbush Securities
Los Angeles,
California
|
$2M
|
+$119K
|
+1,104
|
+6%
|
|
|
425
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.97M
|
+$32.4K
|
+302
|
+2%
|
|
