|
501
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$753K
|
-$457K
|
-7,472
|
-30%
|
|
|
502
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$753K
|
+$64.7K
|
+1,058
|
+6%
|
|
|
503
|
Optimal Asset Management
Los Altos,
California
|
$752K
|
+$752K
|
+12,284
|
+232%
|
|
|
504
|
HM Payson & Co
Portland,
Maine
|
$749K
|
-$443K
|
-7,247
|
-29%
|
|
|
505
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$735K
|
-$3.06K
|
-50
|
-0.3%
|
|
|
506
|
Legacy Financial Advisors
Covington,
Kentucky
|
$733K
|
+$268K
|
+4,380
|
+54%
|
|
|
507
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$732K
|
-$3.61K
|
-59
|
-0.3%
|
|
|
508
|
Bourgeon Capital Management
Darien,
Connecticut
|
$730K
|
-$2.09M
|
-34,186
|
-67%
|
|
|
509
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$726K
|
+$22.8K
|
+373
|
+2%
|
|
|
510
|
SouthState Corp
Winter Haven,
Florida
|
$724K
|
-$597K
|
-9,759
|
-37%
|
|
|
511
|
American National Insurance
Galveston,
Texas
|
$724K
|
–
|
–
|
–
|
|
|
512
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$720K
|
+$65.5K
|
+1,070
|
+9%
|
|
|
513
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$709K
|
-$313K
|
-5,112
|
-24%
|
|
|
514
|
Cigna Investments
Bloomfield,
Connecticut
|
$708K
|
+$60.9K
|
+996
|
+6%
|
|
|
515
|
Everence Capital Management
Goshen,
Indiana
|
$706K
|
–
|
–
|
–
|
|
|
516
|
Level Four Advisory Services
Dallas,
Texas
|
$704K
|
-$42.1K
|
-688
|
-4%
|
|
|
517
|
|
$702K
|
–
|
–
|
–
|
|
|
518
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$697K
|
-$58.1K
|
-949
|
-6%
|
|
|
519
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$697K
|
–
|
–
|
–
|
|
|
520
|
Cornerstone Advisors
Asheville,
North Carolina
|
$697K
|
–
|
–
|
–
|
|
|
521
|
Advisor Partners
Walnut Creek,
California
|
$693K
|
+$254K
|
+4,151
|
+34%
|
|
|
522
|
Redmond Asset Management
Henrico,
Virginia
|
$691K
|
-$59.8K
|
-978
|
-6%
|
|
|
523
|
|
$689K
|
–
|
–
|
–
|
|
|
524
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$688K
|
-$554K
|
-9,052
|
-36%
|
|
|
525
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$687K
|
-$5.48M
|
-89,521
|
-85%
|
|
