|
401
|
|
$3.31M
|
-$3.03M
|
-19,379
|
-46%
|
|
|
402
|
IEQ Capital
Foster City,
California
|
$3.3M
|
+$296K
|
+1,895
|
+9%
|
|
|
403
|
Advisory Services Network
Atlanta,
Georgia
|
$3.29M
|
-$1.38M
|
-8,846
|
-28%
|
|
|
404
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3.28M
|
-$156K
|
-1,000
|
-4%
|
|
|
405
|
Halpern Financial
Ashburn,
Virginia
|
$3.25M
|
-$31.3K
|
-200
|
-0.9%
|
|
|
406
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.25M
|
+$3.5M
|
+22,390
|
New
|
|
|
407
|
Wellington Management Group
Boston,
Massachusetts
|
$3.22M
|
-$1.09M
|
-7,000
|
-24%
|
|
|
408
|
Wealthspan Partners
Davenport,
Iowa
|
$3.22M
|
-$4.07K
|
-26
|
-0.1%
|
|
|
409
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$3.2M
|
+$164K
|
+1,048
|
+5%
|
|
|
410
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.18M
|
-$3.79M
|
-24,249
|
-53%
|
|
|
411
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.14M
|
+$56.3K
|
+360
|
+2%
|
|
|
412
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$3.13M
|
+$3.37M
|
+21,554
|
New
|
|
|
413
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$3.12M
|
+$1.44M
|
+9,225
|
+75%
|
|
|
414
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.09M
|
+$66.3K
|
+424
|
+2%
|
|
|
415
|
Lyrical Asset Management
New York
|
$3.07M
|
+$2.93M
|
+18,703
|
+752%
|
|
|
416
|
HM Capital Management
Clayton,
Missouri
|
$3.05M
|
–
|
–
|
–
|
|
|
417
|
One Capital Management
Westlake Village,
California
|
$3.02M
|
+$10K
|
+64
|
+0.3%
|
|
|
418
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.02M
|
+$100K
|
+642
|
+3%
|
|
|
419
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$3M
|
+$1.25K
|
+8
|
+0%
|
|
|
420
|
CFM Wealth Partners
Austin,
Texas
|
$2.99M
|
–
|
–
|
–
|
|
|
421
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.98M
|
-$214K
|
-1,368
|
-6%
|
|
|
422
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.93M
|
-$180K
|
-1,150
|
-5%
|
|
|
423
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.92M
|
-$8.45K
|
-54
|
-0.3%
|
|
|
424
|
BigSur Wealth Management
Miami,
Florida
|
$2.91M
|
–
|
–
|
–
|
|
|
425
|
Eagle Capital Management (New York)
New York
|
$2.87M
|
+$3.1M
|
+19,816
|
New
|
|
