|
401
|
Lido Advisors
Los Angeles,
California
|
$5.61M
|
-$450K
|
-2,441
|
-7%
|
|
|
402
|
Boston Financial Management
Boston,
Massachusetts
|
$5.6M
|
-$122K
|
-663
|
-2%
|
|
|
403
|
Carret Asset Management
New York
|
$5.6M
|
+$47K
|
+255
|
+0.8%
|
|
|
404
|
HUB Investment Partners
Austin,
Texas
|
$5.57M
|
+$3.41M
|
+18,487
|
+128%
|
|
|
405
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$5.55M
|
-$211K
|
-1,142
|
-3%
|
|
|
406
|
Southern Wealth Management
Dallas,
Texas
|
$5.54M
|
+$412K
|
+2,237
|
+7%
|
|
|
407
|
NBT Bank
Norwich,
New York
|
$5.46M
|
+$22.9K
|
+124
|
+0.4%
|
|
|
408
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$5.43M
|
-$24.9K
|
-135
|
-0.4%
|
|
|
409
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$5.42M
|
-$96.6K
|
-524
|
-2%
|
|
|
410
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.41M
|
-$357K
|
-1,936
|
-6%
|
|
|
411
|
Prospera Financial Services
Dallas,
Texas
|
$5.41M
|
-$136K
|
-737
|
-2%
|
|
|
412
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$5.38M
|
+$675K
|
+3,662
|
+13%
|
|
|
413
|
Western Wealth Management
Golden,
Colorado
|
$5.38M
|
+$221K
|
+1,197
|
+4%
|
|
|
414
|
Klingman & Associates
New York
|
$5.34M
|
-$10.7K
|
-58
|
-0.2%
|
|
|
415
|
Connectus Wealth
Cincinnati,
Ohio
|
$5.33M
|
+$2.86M
|
+15,537
|
+97%
|
|
|
416
|
Ziegler Capital Management
Chicago,
Illinois
|
$5.32M
|
+$2.14M
|
+11,629
|
+59%
|
|
|
417
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$5.3M
|
+$81.3K
|
+441
|
+1%
|
|
|
418
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.27M
|
-$20.5K
|
-111
|
-0.4%
|
|
|
419
|
Addenda Capital
Montreal,
Quebec, Canada
|
$5.27M
|
+$350K
|
+1,900
|
+7%
|
|
|
420
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$5.27M
|
+$9.22K
|
+50
|
+0.2%
|
|
|
421
|
Arrowstreet Capital
Boston,
Massachusetts
|
$5.26M
|
+$445K
|
+2,416
|
+8%
|
|
|
422
|
Williams Jones Wealth Management
New York
|
$5.24M
|
-$195K
|
-1,056
|
-3%
|
|
|
423
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$5.22M
|
-$1.04M
|
-5,666
|
-16%
|
|
|
424
|
First Foundation Advisors
Irvine,
California
|
$5.19M
|
+$3.57M
|
+19,348
|
+172%
|
|
|
425
|
Perigon Wealth Management
San Francisco,
California
|
$5.18M
|
-$688K
|
-3,733
|
-11%
|
|
