|
351
|
Oxford Financial Group
Carmel,
Indiana
|
$5.35M
|
–
|
–
|
–
|
|
|
352
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.32M
|
+$21.5K
|
+421
|
+0.4%
|
|
|
353
|
Opes Wealth Management
Menlo Park,
California
|
$5.29M
|
-$1.42M
|
-27,692
|
-21%
|
|
|
354
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$5.24M
|
+$756K
|
+14,796
|
+17%
|
|
|
355
|
Agilis Partners
Waltham,
Massachusetts
|
$5.2M
|
+$49K
|
+959
|
+1%
|
|
|
356
|
Centaurus Financial
Anaheim,
California
|
$5.2M
|
+$336K
|
+6,565
|
+7%
|
|
|
357
|
Prudential plc
London, England,
United Kingdom
|
$5.18M
|
-$1.29M
|
-25,190
|
-20%
|
|
|
358
|
Omnia Family Wealth
Aventura,
Florida
|
$5.16M
|
+$2.45K
|
+48
|
+0%
|
|
|
359
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5.03M
|
+$808K
|
+15,817
|
+19%
|
|
|
360
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$5.01M
|
+$644K
|
+12,594
|
+15%
|
|
|
361
|
Marietta Wealth Management
Marietta,
Georgia
|
$5M
|
+$138K
|
+2,701
|
+3%
|
|
|
362
|
Cresset Asset Management
Chicago,
Illinois
|
$4.94M
|
+$1.53M
|
+29,846
|
+45%
|
|
|
363
|
Community Bank
Dewitt,
New York
|
$4.93M
|
-$5.37K
|
-105
|
-0.1%
|
|
|
364
|
Private Ocean
San Rafael,
California
|
$4.85M
|
-$529K
|
-10,347
|
-10%
|
|
|
365
|
Wilshire Advisors
Santa Monica,
California
|
$4.85M
|
+$1.61M
|
+31,476
|
+50%
|
|
|
366
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.83M
|
+$190K
|
+3,719
|
+4%
|
|
|
367
|
Waverly Advisors
Birmingham,
Alabama
|
$4.8M
|
+$234K
|
+4,585
|
+5%
|
|
|
368
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.78M
|
+$282K
|
+5,509
|
+6%
|
|
|
369
|
Argent Trust Co
Nashville,
Tennessee
|
$4.72M
|
+$36.4K
|
+713
|
+0.8%
|
|
|
370
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$4.67M
|
+$375K
|
+7,330
|
+9%
|
|
|
371
|
Arkos Global Advisors
Houston,
Texas
|
$4.66M
|
+$1.77M
|
+34,562
|
+62%
|
|
|
372
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$4.66M
|
–
|
–
|
–
|
|
|
373
|
Boston Research & Management
Manchester,
Massachusetts
|
$4.63M
|
+$214K
|
+4,195
|
+5%
|
|
|
374
|
Lake Point Wealth Management
Rockwall,
Texas
|
$4.56M
|
–
|
–
|
–
|
|
|
375
|
California Public Employees Retirement System
Sacramento,
California
|
$4.51M
|
-$12.9M
|
-252,954
|
-74%
|
|
