|
501
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$572K
|
+$550K
|
+3,909
|
New
|
|
|
502
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$563K
|
-$28.3K
|
-201
|
-5%
|
|
|
503
|
Arbor Wealth Advisors
Troy,
Michigan
|
$557K
|
–
|
–
|
–
|
|
|
504
|
McMillan Office
St. Clair Shores,
Michigan
|
$557K
|
–
|
–
|
–
|
|
|
505
|
Legacy Private Trust
Neenah,
Wisconsin
|
$555K
|
-$162K
|
-1,155
|
-23%
|
|
|
506
|
Edgestream Partners
Princeton,
New Jersey
|
$549K
|
-$9.64M
|
-68,597
|
-95%
|
|
|
507
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$549K
|
+$126K
|
+899
|
+31%
|
|
|
508
|
SJS Investment Consulting
Sylvania,
Ohio
|
$547K
|
+$281
|
+2
|
+0.1%
|
|
|
509
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$544K
|
–
|
–
|
–
|
|
|
510
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$543K
|
+$214K
|
+1,520
|
+69%
|
|
|
511
|
Central Trust Company
Jefferson City,
Missouri
|
$540K
|
+$1.41K
|
+10
|
+0.3%
|
|
|
512
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$540K
|
-$19K
|
-135
|
-4%
|
|
|
513
|
Bessemer Group
Woodbridge,
New Jersey
|
$534K
|
-$18.4K
|
-131
|
-3%
|
|
|
514
|
Huber Capital Management
El Segundo,
California
|
$532K
|
-$423K
|
-3,005
|
-45%
|
|
|
515
|
Syon Capital
San Francisco,
California
|
$530K
|
-$7.31K
|
-52
|
-1%
|
|
|
516
|
Lazard Asset Management
New York
|
$520K
|
–
|
–
|
–
|
|
|
517
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$515K
|
-$78.2K
|
-556
|
-14%
|
|
|
518
|
Burkett Asset Management
Victoria,
|
$514K
|
+$118K
|
+840
|
+31%
|
|
|
519
|
Wellington Shields & Co
New York
|
$512K
|
–
|
–
|
–
|
|
|
520
|
Aviva
London,
United Kingdom
|
$506K
|
–
|
–
|
–
|
|
|
521
|
William Mack & Associates
Troy,
Michigan
|
$501K
|
-$170K
|
-1,208
|
-26%
|
|
|
522
|
TCW Group
Los Angeles,
California
|
$498K
|
+$23.2K
|
+165
|
+5%
|
|
|
523
|
Chicago Trust
Grayslake,
Illinois
|
$496K
|
-$562
|
-4
|
-0.1%
|
|
|
524
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$496K
|
-$6.19K
|
-44
|
-1%
|
|
|
525
|
|
$496K
|
+$1.97K
|
+14
|
+0.4%
|
|
