|
851
|
Liberty Wealth Management
Oakland,
California
|
$5.03M
|
–
|
–
|
–
|
|
|
852
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$5.02M
|
+$4.99M
|
+51,992
|
New
|
|
|
853
|
Macroview Investment Management
Bethesda,
Maryland
|
$5.01M
|
+$124K
|
+1,292
|
+3%
|
|
|
854
|
AAF Wealth Management
Westborough,
Massachusetts
|
$4.98M
|
-$74.5K
|
-776
|
-1%
|
|
|
855
|
SteelPeak Wealth
Woodland Hills,
California
|
$4.98M
|
+$86K
|
+895
|
+2%
|
|
|
856
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$4.98M
|
+$155K
|
+1,612
|
+3%
|
|
|
857
|
Asset Allocation Strategies
Farmington,
Michigan
|
$4.98M
|
-$4.37M
|
-45,483
|
-47%
|
|
|
858
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$4.95M
|
+$28.5K
|
+297
|
+0.6%
|
|
|
859
|
Pembroke Management
Montreal,
Quebec, Canada
|
$4.95M
|
-$215K
|
-2,237
|
-4%
|
|
|
860
|
LM Advisors
San Diego,
California
|
$4.93M
|
+$4.51M
|
+47,001
|
+1,169%
|
|
|
861
|
Choate Investment Advisors
Boston,
Massachusetts
|
$4.91M
|
+$56.4K
|
+587
|
+1%
|
|
|
862
|
Operose Advisors
Milwaukee,
Wisconsin
|
$4.91M
|
+$1.85M
|
+19,272
|
+61%
|
|
|
863
|
PCM Encore
Aspen,
Colorado
|
$4.89M
|
-$801K
|
-8,340
|
-14%
|
|
|
864
|
Trust Point Inc
La Crosse,
Wisconsin
|
$4.89M
|
+$113K
|
+1,175
|
+2%
|
|
|
865
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4.88M
|
+$273K
|
+2,840
|
+6%
|
|
|
866
|
NorthRock Partners
Minneapolis,
Minnesota
|
$4.88M
|
-$68.3K
|
-711
|
-1%
|
|
|
867
|
Legacy Financial Advisors
Covington,
Kentucky
|
$4.87M
|
-$145K
|
-1,513
|
-3%
|
|
|
868
|
Rinkey Investments
San Diego,
California
|
$4.87M
|
+$384
|
+4
|
+0%
|
|
|
869
|
Element Wealth
Ridgeland,
Mississippi
|
$4.85M
|
+$52.3K
|
+545
|
+1%
|
|
|
870
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$4.84M
|
+$291K
|
+3,033
|
+6%
|
|
|
871
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$4.84M
|
+$225K
|
+2,343
|
+5%
|
|
|
872
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$4.79M
|
+$205K
|
+2,131
|
+4%
|
|
|
873
|
Patten Group
Chattanooga,
Tennessee
|
$4.78M
|
-$185K
|
-1,928
|
-4%
|
|
|
874
|
Russell Investments Group
London,
United Kingdom
|
$4.77M
|
+$1.7M
|
+17,714
|
+56%
|
|
|
875
|
Wakefield Asset Management
Englewood,
Colorado
|
$4.77M
|
+$239K
|
+2,492
|
+5%
|
|
