|
26
|
Vicus Capital
State College,
Pennsylvania
|
$2.1M
|
-$104K
|
-1,466
|
-5%
|
|
|
27
|
American International Group
New York
|
$1.88M
|
+$34.1K
|
+479
|
+2%
|
|
|
28
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.64M
|
-$311K
|
-4,364
|
-16%
|
|
|
29
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.55M
|
-$536K
|
-7,520
|
-25%
|
|
|
30
|
SII Investments
Appleton,
Wisconsin
|
$1.52M
|
-$355K
|
-4,977
|
-19%
|
|
|
31
|
Cerity Partners OCIO
New York
|
$1.46M
|
+$8.34K
|
+117
|
+0.6%
|
|
|
32
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.35M
|
+$631K
|
+8,862
|
+86%
|
|
|
33
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.33M
|
+$1.35M
|
+18,924
|
New
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$1.22M
|
-$29.5K
|
-414
|
-2%
|
|
|
35
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.21M
|
-$58.3K
|
-818
|
-5%
|
|
|
36
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1.2M
|
-$10.6K
|
-149
|
-0.9%
|
|
|
37
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$1.18M
|
+$11.3K
|
+158
|
+1%
|
|
|
38
|
Concert Wealth Management
San Jose,
California
|
$1.11M
|
+$3.85K
|
+54
|
+0.3%
|
|
|
39
|
White Pine Investment Company
Livonia,
Michigan
|
$1.09M
|
-$641
|
-9
|
-0.1%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.06M
|
+$106K
|
+1,489
|
+11%
|
|
|
41
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
42
|
GW & Wade
Wellesley,
Massachusetts
|
$923K
|
-$50.9K
|
-715
|
-5%
|
|
|
43
|
Montag & Associates
Atlanta,
Georgia
|
$893K
|
–
|
–
|
–
|
|
|
44
|
|
$844K
|
-$26.9K
|
-377
|
-3%
|
|
|
45
|
Parametric Portfolio Associates
Seattle,
Washington
|
$783K
|
+$794K
|
+11,140
|
New
|
|
|
46
|
LGL Partners
Philadelphia,
Pennsylvania
|
$688K
|
+$697K
|
+9,782
|
New
|
|
|
47
|
Atherton Lane Advisers
Menlo Park,
California
|
$664K
|
–
|
–
|
–
|
|
|
48
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$639K
|
-$67K
|
-940
|
-9%
|
|
|
49
|
|
$635K
|
-$32.2K
|
-452
|
-5%
|
|
|
50
|
SouthState Corp
Winter Haven,
Florida
|
$525K
|
-$12.4K
|
-174
|
-2%
|
|
