|
501
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.73M
|
+$177K
|
+756
|
+7%
|
|
|
502
|
Boston Financial Management
Boston,
Massachusetts
|
$2.72M
|
-$224K
|
-957
|
-8%
|
|
|
503
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.71M
|
+$9.13K
|
+39
|
+0.4%
|
|
|
504
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$2.71M
|
+$198K
|
+847
|
+8%
|
|
|
505
|
Old Mission Capital
Chicago,
Illinois
|
$2.7M
|
+$2.53M
|
+10,810
|
New
|
|
|
506
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.69M
|
–
|
–
|
–
|
|
|
507
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.67M
|
+$157K
|
+669
|
+7%
|
|
|
508
|
Guardian Investment Management
Tiburon,
California
|
$2.66M
|
-$902K
|
-3,850
|
-27%
|
|
|
509
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.65M
|
-$378K
|
-1,616
|
-13%
|
|
|
510
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$2.64M
|
+$14.5K
|
+62
|
+0.6%
|
|
|
511
|
Bank of Hawaii
Honolulu,
Hawaii
|
$2.61M
|
-$82.7K
|
-353
|
-3%
|
|
|
512
|
Ingalls & Snyder LLC
New York
|
$2.56M
|
–
|
–
|
–
|
|
|
513
|
Panagora Asset Management
Boston,
Massachusetts
|
$2.53M
|
-$32.1K
|
-137
|
-1%
|
|
|
514
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.51M
|
+$2.06M
|
+8,815
|
+737%
|
|
|
515
|
Avantax Advisory Services
Dallas,
Texas
|
$2.49M
|
+$945K
|
+4,036
|
+68%
|
|
|
516
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$2.48M
|
+$11.7K
|
+50
|
+0.5%
|
|
|
517
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.48M
|
+$42.2K
|
+180
|
+2%
|
|
|
518
|
First National Trust
Hermitage,
Pennsylvania
|
$2.46M
|
-$8.9K
|
-38
|
-0.4%
|
|
|
519
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2.45M
|
+$10.3K
|
+44
|
+0.5%
|
|
|
520
|
AIMZ Investment Advisors
Los Altos,
California
|
$2.43M
|
-$5.62K
|
-24
|
-0.2%
|
|
|
521
|
PFG Advisors
Phoenix,
Arizona
|
$2.43M
|
-$79.4K
|
-339
|
-3%
|
|
|
522
|
Shoker Investment Counsel
Oxford,
Ohio
|
$2.43M
|
+$18.3K
|
+78
|
+0.8%
|
|
|
523
|
Ascension Asset Management
New York
|
$2.4M
|
+$2.25M
|
+9,601
|
New
|
|
|
524
|
Aristotle Capital Management
Los Angeles,
California
|
$2.39M
|
-$393K
|
-1,680
|
-15%
|
|
|
525
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2.38M
|
-$141K
|
-603
|
-6%
|
|
