|
801
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.5M
|
+$1.62M
|
+14,324
|
New
|
|
|
802
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.49M
|
–
|
–
|
–
|
|
|
803
|
Joel Isaacson & Co
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
804
|
Symphony Asset Management
San Francisco,
California
|
$1.48M
|
+$687K
|
+6,088
|
+75%
|
|
|
805
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$1.48M
|
+$1.6M
|
+14,147
|
New
|
|
|
806
|
Global X Management Company
New York
|
$1.47M
|
+$260K
|
+2,302
|
+20%
|
|
|
807
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.46M
|
–
|
–
|
–
|
|
|
808
|
O'Dell Group
Cincinnati,
Ohio
|
$1.46M
|
+$106K
|
+940
|
+7%
|
|
|
809
|
Williams Jones & Associates
New York
|
$1.45M
|
-$1M
|
-8,874
|
-39%
|
|
|
810
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.45M
|
+$130K
|
+1,156
|
+9%
|
|
|
811
|
Lucia Wealth Services
San Diego,
California
|
$1.44M
|
+$1.56M
|
+13,800
|
New
|
|
|
812
|
Cetera Advisors
Denver,
Colorado
|
$1.43M
|
-$1.1M
|
-9,781
|
-42%
|
|
|
813
|
Gateway Advisory
Westfield,
New Jersey
|
$1.43M
|
+$1.55M
|
+13,720
|
New
|
|
|
814
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$1.43M
|
+$891K
|
+7,900
|
+136%
|
|
|
815
|
Rafferty Asset Management
New York
|
$1.42M
|
+$290K
|
+2,574
|
+23%
|
|
|
816
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.41M
|
-$144K
|
-1,280
|
-9%
|
|
|
817
|
First Light Asset Management
Edina,
Minnesota
|
$1.41M
|
-$38.8K
|
-344
|
-2%
|
|
|
818
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.41M
|
-$30.1K
|
-267
|
-2%
|
|
|
819
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.41M
|
+$581K
|
+5,150
|
+62%
|
|
|
820
|
Blue Edge Capital
Richmond,
Virginia
|
$1.4M
|
+$13.5K
|
+120
|
+0.9%
|
|
|
821
|
Westside Investment Management
Santa Monica,
California
|
$1.4M
|
+$7.79K
|
+69
|
+0.5%
|
|
|
822
|
Cohen Klingenstein
New York
|
$1.38M
|
–
|
–
|
–
|
|
|
823
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$1.38M
|
+$1.49M
|
+13,215
|
New
|
|
|
824
|
S&CO Inc
Boston,
Massachusetts
|
$1.37M
|
+$47.8K
|
+424
|
+3%
|
|
|
825
|
L & S Advisors
Los Angeles,
California
|
$1.37M
|
-$2.39M
|
-21,150
|
-62%
|
|