|
601
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
602
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.56M
|
–
|
–
|
–
|
|
|
603
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.56M
|
+$1.43M
|
+32,452
|
New
|
|
|
604
|
Pure Financial Advisors
San Diego,
California
|
$1.55M
|
-$48.5K
|
-1,100
|
-3%
|
|
|
605
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.55M
|
+$1.42M
|
+32,244
|
New
|
|
|
606
|
Portfolio Strategies
Monsey,
New York
|
$1.54M
|
-$59.6K
|
-1,352
|
-4%
|
|
|
607
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.54M
|
-$43.4K
|
-984
|
-3%
|
|
|
608
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.54M
|
+$108K
|
+2,444
|
+8%
|
|
|
609
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.52M
|
-$365K
|
-8,280
|
-21%
|
|
|
610
|
Oxford Financial Group
Carmel,
Indiana
|
$1.52M
|
-$14.5K
|
-328
|
-1%
|
|
|
611
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1.5M
|
+$141K
|
+3,200
|
+11%
|
|
|
612
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.5M
|
-$15.5K
|
-352
|
-1%
|
|
|
613
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.5M
|
-$334K
|
-7,584
|
-20%
|
|
|
614
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.49M
|
-$10.6K
|
-240
|
-0.8%
|
|
|
615
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.46M
|
+$353K
|
+8,020
|
+36%
|
|
|
616
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.45M
|
–
|
–
|
–
|
|
|
617
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.43M
|
-$844K
|
-19,144
|
-39%
|
|
|
618
|
Old Mission Investment Co
Traverse City,
Michigan
|
$1.43M
|
-$135K
|
-3,052
|
-9%
|
|
|
619
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.42M
|
+$31.6K
|
+716
|
+2%
|
|
|
620
|
Ashfield Capital Partners
San Francisco,
California
|
$1.42M
|
+$331K
|
+7,504
|
+34%
|
|
|
621
|
Chemung Canal Trust
Elmira,
New York
|
$1.42M
|
+$63.3K
|
+1,436
|
+5%
|
|
|
622
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.42M
|
+$1.3M
|
+29,564
|
New
|
|
|
623
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$1.41M
|
+$71.9K
|
+1,632
|
+6%
|
|
|
624
|
Aspiriant LLC
Los Angeles,
California
|
$1.41M
|
-$88.3K
|
-2,004
|
-6%
|
|
|
625
|
Edgestream Partners
Princeton,
New Jersey
|
$1.41M
|
+$1.3M
|
+29,412
|
New
|
|
