|
851
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.6M
|
-$672K
|
-1,742
|
-6%
|
|
|
852
|
Pembroke Management
Montreal,
Quebec, Canada
|
$10.6M
|
+$149K
|
+386
|
+1%
|
|
|
853
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$10.6M
|
+$6.42M
|
+16,647
|
+153%
|
|
|
854
|
Gray Wealth Management
Bangor,
Maine
|
$10.6M
|
+$240K
|
+621
|
+2%
|
|
|
855
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.5M
|
-$108K
|
-281
|
-1%
|
|
|
856
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$10.5M
|
+$10.6M
|
+27,436
|
New
|
|
|
857
|
Rakuten Investment Management
Tokyo,
Japan
|
$10.5M
|
+$386K
|
+1,000
|
+4%
|
|
|
858
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.5M
|
+$2.01M
|
+5,204
|
+24%
|
|
|
859
|
HCR Wealth Advisors
Los Angeles,
California
|
$10.5M
|
-$555K
|
-1,439
|
-5%
|
|
|
860
|
RFP Financial Group
Atlanta,
Georgia
|
$10.5M
|
+$10.5M
|
+27,213
|
New
|
|
|
861
|
Fusion Family Wealth
Woodbury,
New York
|
$10.4M
|
+$7.39M
|
+19,139
|
+239%
|
|
|
862
|
4Thought Financial Group
Syosset,
New York
|
$10.4M
|
+$391K
|
+1,013
|
+4%
|
|
|
863
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$10.4M
|
+$136K
|
+352
|
+1%
|
|
|
864
|
Apeiron RIA
Dallas,
Texas
|
$10.4M
|
+$4.63M
|
+12,003
|
+80%
|
|
|
865
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$10.4M
|
-$5.49M
|
-14,222
|
-35%
|
|
|
866
|
Koshinski Asset Management
Decatur,
Illinois
|
$10.3M
|
-$174K
|
-450
|
-2%
|
|
|
867
|
Sovereign Financial Group
Stamford,
Connecticut
|
$10.3M
|
+$1.45M
|
+3,756
|
+16%
|
|
|
868
|
Parsons Capital Management
Providence,
Rhode Island
|
$10.3M
|
-$50.9K
|
-132
|
-0.5%
|
|
|
869
|
Venturi Wealth Management
Austin,
Texas
|
$10.3M
|
-$1.42M
|
-3,678
|
-12%
|
|
|
870
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$10.3M
|
+$5.55M
|
+14,375
|
+117%
|
|
|
871
|
The Family Firm
Bethesda,
Maryland
|
$10.3M
|
-$282K
|
-732
|
-3%
|
|
|
872
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$10.2M
|
–
|
–
|
–
|
|
|
873
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$10.1M
|
-$231K
|
-599
|
-2%
|
|
|
874
|
Gofen & Glossberg
Chicago,
Illinois
|
$10.1M
|
-$162K
|
-420
|
-2%
|
|
|
875
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$10.1M
|
+$241K
|
+625
|
+2%
|
|
