|
501
|
Summit Financial
Parsippany,
New Jersey
|
$212K
|
+$197K
|
+5,105
|
New
|
|
|
502
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$212K
|
-$525K
|
-13,614
|
-73%
|
|
|
503
|
MGO One Seven
Beachwood,
Ohio
|
$212K
|
+$196K
|
+5,089
|
New
|
|
|
504
|
Boston Trust Walden
Boston,
Massachusetts
|
$211K
|
+$195K
|
+5,070
|
New
|
|
|
505
|
Frisch Financial Group
Melville,
New York
|
$210K
|
+$193
|
+5
|
+0.1%
|
|
|
506
|
Cypress Wealth Services
Palm Desert,
California
|
$206K
|
+$191K
|
+4,944
|
New
|
|
|
507
|
MKT Advisors
Escondido,
California
|
$205K
|
+$192K
|
+4,980
|
New
|
|
|
508
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$204K
|
+$189K
|
+4,902
|
New
|
|
|
509
|
Eagle Strategies
New York
|
$204K
|
+$189K
|
+4,906
|
New
|
|
|
510
|
|
$203K
|
-$208K
|
-5,400
|
-53%
|
|
|
511
|
Montag & Associates
Atlanta,
Georgia
|
$203K
|
-$66.2K
|
-1,718
|
-26%
|
|
|
512
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$203K
|
+$189K
|
+4,891
|
New
|
|
|
513
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$174K
|
+$162K
|
+4,195
|
New
|
|
|
514
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$173K
|
+$161K
|
+4,174
|
New
|
|
|
515
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$167K
|
–
|
–
|
–
|
|
|
516
|
SG3 Management
Dorado,
Puerto Rico
|
$166K
|
–
|
–
|
–
|
|
|
517
|
Barnett & Company
Chattanooga,
Tennessee
|
$160K
|
+$75.2K
|
+1,950
|
+103%
|
|
|
518
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$159K
|
-$10.8K
|
-281
|
-7%
|
|
|
519
|
Brown Brothers Harriman & Co
New York
|
$159K
|
–
|
–
|
–
|
|
|
520
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$151K
|
-$243K
|
-6,294
|
-58%
|
|
|
521
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$142K
|
+$131K
|
+3,407
|
New
|
|
|
522
|
Covestor
London,
United Kingdom
|
$138K
|
+$128K
|
+3,313
|
New
|
|
|
523
|
Cutler Group
San Francisco,
California
|
$130K
|
+$88.7K
|
+2,300
|
+275%
|
|
|
524
|
Advisornet Financial
Minnetonka,
Minnesota
|
$129K
|
–
|
–
|
–
|
|
|
525
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$128K
|
-$15.3K
|
-397
|
-11%
|
|
