|
1026
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$262K
|
-$82.9K
|
-363
|
-25%
|
|
|
1027
|
M&R Capital Management
Summit,
New Jersey
|
$262K
|
+$25.1K
|
+110
|
+11%
|
|
|
1028
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$258K
|
+$244K
|
+1,069
|
New
|
|
|
1029
|
North Star Asset Management
Neenah,
Wisconsin
|
$257K
|
–
|
–
|
–
|
|
|
1030
|
Partnervest Advisory Services
Santa Barbara,
California
|
$255K
|
+$242K
|
+1,058
|
New
|
|
|
1031
|
American Research & Management Company
Marion,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
1032
|
CSat Investment Advisory
Detroit,
Michigan
|
$253K
|
+$32.9K
|
+144
|
+16%
|
|
|
1033
|
Erste Asset Management
Vienna,
Austria
|
$253K
|
-$77.6K
|
-340
|
-24%
|
|
|
1034
|
BBVA USA Bancshares
Houston,
Texas
|
$252K
|
-$14.6K
|
-64
|
-6%
|
|
|
1035
|
Liberty Capital Management
Birmingham,
Michigan
|
$252K
|
–
|
–
|
–
|
|
|
1036
|
Level Four Advisory Services
Dallas,
Texas
|
$252K
|
+$240K
|
+1,050
|
New
|
|
|
1037
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$248K
|
+$234K
|
+1,027
|
New
|
|
|
1038
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$247K
|
–
|
–
|
–
|
|
|
1039
|
CX Institutional
Auburn,
Indiana
|
$247K
|
+$34.7K
|
+152
|
+17%
|
|
|
1040
|
Highland Private Wealth Management
Bellevue,
Washington
|
$246K
|
+$2.06K
|
+9
|
+0.9%
|
|
|
1041
|
Dowling & Yahnke
San Diego,
California
|
$245K
|
-$16.7K
|
-73
|
-7%
|
|
|
1042
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$245K
|
-$2.28K
|
-10
|
-1%
|
|
|
1043
|
Tidal Investments
Milwaukee,
Wisconsin
|
$245K
|
+$231K
|
+1,013
|
New
|
|
|
1044
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$244K
|
+$230K
|
+1,009
|
New
|
|
|
1045
|
Investment Partners
New Philadelphia,
Ohio
|
$241K
|
+$228K
|
+997
|
New
|
|
|
1046
|
|
$241K
|
+$228K
|
+1,000
|
New
|
|
|
1047
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$240K
|
–
|
–
|
–
|
|
|
1048
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$240K
|
+$59.6K
|
+261
|
+36%
|
|
|
1049
|
ALPS Advisors
Denver,
Colorado
|
$239K
|
-$24.7K
|
-108
|
-10%
|
|
|
1050
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$239K
|
+$226K
|
+991
|
New
|
|
