|
1026
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$245K
|
–
|
–
|
–
|
|
|
1027
|
EP Wealth Advisors
Torrance,
California
|
$245K
|
+$237K
|
+2,379
|
New
|
|
|
1028
|
Avalon Investment & Advisory
Houston,
Texas
|
$244K
|
+$2.99K
|
+30
|
+1%
|
|
|
1029
|
NTV Asset Management
Charleston,
West Virginia
|
$242K
|
–
|
–
|
–
|
|
|
1030
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$240K
|
+$46.3K
|
+465
|
+25%
|
|
|
1031
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$239K
|
-$134K
|
-1,349
|
-36%
|
|
|
1032
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$237K
|
–
|
–
|
–
|
|
|
1033
|
|
$236K
|
–
|
–
|
–
|
|
|
1034
|
Comerica Securities
Detroit,
Michigan
|
$233K
|
+$2.19K
|
+22
|
+1%
|
|
|
1035
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$232K
|
-$598
|
-6
|
-0.3%
|
|
|
1036
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$230K
|
–
|
–
|
–
|
|
|
1037
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$229K
|
-$2.09K
|
-21
|
-0.9%
|
|
|
1038
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$229K
|
+$221K
|
+2,221
|
New
|
|
|
1039
|
Acadian Asset Management
Boston,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
1040
|
Wealthspire Advisors (New York)
New York
|
$227K
|
-$17.8K
|
-179
|
-8%
|
|
|
1041
|
Penobscot Investment Management
Boston,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
1042
|
CenterStar Asset Management
Chicago,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
1043
|
Richard P. Slaughter Associates
Austin,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
1044
|
|
$225K
|
–
|
–
|
–
|
|
|
1045
|
Sciencast Management
Princeton,
New Jersey
|
$223K
|
-$3.67M
|
-36,874
|
-95%
|
|
|
1046
|
Forte Capital
Rochester,
New York
|
$223K
|
-$2.39K
|
-24
|
-1%
|
|
|
1047
|
Frontier Wealth Management
Kansas City,
Missouri
|
$223K
|
+$215K
|
+2,160
|
New
|
|
|
1048
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$221K
|
+$213K
|
+2,137
|
New
|
|
|
1049
|
Sargent Investment Group
Bethesda,
Maryland
|
$219K
|
-$37.5K
|
-377
|
-15%
|
|
|
1050
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$219K
|
–
|
–
|
–
|
|
