|
1001
|
Bank of Marin
Novato,
California
|
$259K
|
-$90.4K
|
-525
|
-27%
|
|
|
1002
|
Counterpoint Mutual Funds
San Diego,
California
|
$258K
|
+$238K
|
+1,384
|
New
|
|
|
1003
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$257K
|
-$172K
|
-1,000
|
-42%
|
|
|
1004
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$257K
|
-$7.57K
|
-44
|
-3%
|
|
|
1005
|
Monterey Private Wealth
Monterey,
California
|
$255K
|
–
|
–
|
–
|
|
|
1006
|
Merit Financial Group
Alpharetta,
Georgia
|
$254K
|
+$7.57K
|
+44
|
+3%
|
|
|
1007
|
Summit X LLC
Chesterfield,
Missouri
|
$253K
|
-$516
|
-3
|
-0.2%
|
|
|
1008
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$253K
|
-$540K
|
-3,138
|
-70%
|
|
|
1009
|
Fisher Asset Management
Camas,
Washington
|
$252K
|
+$15.3K
|
+89
|
+7%
|
|
|
1010
|
Savant Capital
Rockford,
Illinois
|
$252K
|
-$24.3K
|
-141
|
-9%
|
|
|
1011
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$250K
|
+$231K
|
+1,340
|
New
|
|
|
1012
|
First County Bank
Stamford,
Connecticut
|
$249K
|
+$230K
|
+1,335
|
New
|
|
|
1013
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$248K
|
-$46.5K
|
-270
|
-17%
|
|
|
1014
|
Strategy Asset Managers
Pasadena,
California
|
$248K
|
+$4.13K
|
+24
|
+2%
|
|
|
1015
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$247K
|
+$228K
|
+1,323
|
New
|
|
|
1016
|
LPWM LLC
Minneapolis,
Minnesota
|
$247K
|
–
|
–
|
–
|
|
|
1017
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$246K
|
-$1.21K
|
-7
|
-0.5%
|
|
|
1018
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$246K
|
-$79.9K
|
-464
|
-26%
|
|
|
1019
|
Atwood & Palmer
Kansas City,
Missouri
|
$245K
|
+$76.4K
|
+444
|
+51%
|
|
|
1020
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$244K
|
-$14.8K
|
-86
|
-6%
|
|
|
1021
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$244K
|
-$43K
|
-250
|
-16%
|
|
|
1022
|
Tompkins Financial
Ithaca,
New York
|
$243K
|
–
|
–
|
–
|
|
|
1023
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$241K
|
–
|
–
|
–
|
|
|
1024
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$241K
|
-$47K
|
-273
|
-17%
|
|
|
1025
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$240K
|
-$578K
|
-3,357
|
-72%
|
|
