|
501
|
One Capital Management
Westlake Village,
California
|
$10.8M
|
+$1.87M
|
+25,900
|
+20%
|
|
|
502
|
|
$10.8M
|
–
|
–
|
–
|
|
|
503
|
Richard P. Slaughter Associates
Austin,
Texas
|
$10.8M
|
+$2.48M
|
+34,353
|
+29%
|
|
|
504
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$10.7M
|
-$206K
|
-2,849
|
-2%
|
|
|
505
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$10.7M
|
+$2.21M
|
+30,645
|
+24%
|
|
|
506
|
Financial Advisors Network
Tustin,
California
|
$10.7M
|
+$224K
|
+3,103
|
+2%
|
|
|
507
|
eCIO Inc
Madison,
Wisconsin
|
$10.6M
|
+$5.76M
|
+79,745
|
+111%
|
|
|
508
|
Aspect Partners
Fairfax,
Virginia
|
$10.6M
|
+$2.32M
|
+32,213
|
+27%
|
|
|
509
|
|
$10.6M
|
+$340K
|
+4,707
|
+3%
|
|
|
510
|
Acropolis Investment Management
St. Louis,
Missouri
|
$10.6M
|
-$174K
|
-2,414
|
-2%
|
|
|
511
|
Next Capital Management
New York
|
$10.6M
|
+$657K
|
+9,096
|
+6%
|
|
|
512
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$10.5M
|
-$13.2M
|
-182,689
|
-58%
|
|
|
513
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10.5M
|
-$286K
|
-3,960
|
-3%
|
|
|
514
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.5M
|
+$945K
|
+13,100
|
+10%
|
|
|
515
|
Sovran Advisors
San Diego,
California
|
$10.5M
|
-$1.03M
|
-14,245
|
-10%
|
|
|
516
|
Oak Root LLC
Santa Barbara,
California
|
$10.5M
|
-$995K
|
-13,787
|
-8%
|
|
|
517
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$10.4M
|
+$932K
|
+12,912
|
+9%
|
|
|
518
|
Omega Financial Group
Santa Barbara,
California
|
$10.4M
|
+$481K
|
+6,670
|
+5%
|
|
|
519
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$10.4M
|
–
|
–
|
–
|
|
|
520
|
North Berkeley Wealth Management
Berkeley,
California
|
$10.3M
|
+$159K
|
+2,198
|
+2%
|
|
|
521
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$10.3M
|
+$467K
|
+6,471
|
+5%
|
|
|
522
|
Lazard Asset Management
New York
|
$10.2M
|
-$1.48M
|
-20,505
|
-12%
|
|
|
523
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$10.2M
|
+$3.25M
|
+45,048
|
+44%
|
|
|
524
|
Bell Investment Advisors
Oakland,
California
|
$10.2M
|
-$680K
|
-9,427
|
-6%
|
|
|
525
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$10.1M
|
-$433
|
-6
|
-0%
|
|
