|
301
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.53M
|
–
|
–
|
–
|
|
|
302
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.53M
|
+$329K
|
+2,212
|
+24%
|
|
|
303
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.51M
|
+$804K
|
+5,401
|
+94%
|
|
|
304
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.51M
|
+$1.65M
|
+11,090
|
New
|
|
|
305
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.49M
|
-$11.6K
|
-78
|
-0.7%
|
|
|
306
|
Stone Asset Management
Austin,
Texas
|
$1.48M
|
+$6.55K
|
+44
|
+0.4%
|
|
|
307
|
Natixis Advisors
Boston,
Massachusetts
|
$1.46M
|
+$1.6M
|
+10,743
|
New
|
|
|
308
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.46M
|
-$445K
|
-2,992
|
-22%
|
|
|
309
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.44M
|
-$6.55K
|
-44
|
-0.4%
|
|
|
310
|
Five Oceans Advisors
Santa Monica,
California
|
$1.43M
|
-$893
|
-6
|
-0.1%
|
|
|
311
|
Falcon Wealth Planning
Ontario,
California
|
$1.42M
|
+$908K
|
+6,105
|
+140%
|
|
|
312
|
Evoke Wealth
Los Angeles,
California
|
$1.41M
|
-$1.16M
|
-7,820
|
-43%
|
|
|
313
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.41M
|
-$24.1K
|
-162
|
-2%
|
|
|
314
|
WealthSource Partners
San Luis Obispo,
California
|
$1.41M
|
+$23.2K
|
+156
|
+2%
|
|
|
315
|
Ariel Investments
Chicago,
Illinois
|
$1.4M
|
-$16.1M
|
-108,243
|
-91%
|
|
|
316
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1.4M
|
+$116K
|
+780
|
+8%
|
|
|
317
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.39M
|
-$1.37M
|
-9,204
|
-47%
|
|
|
318
|
Systematic Financial Management
Teaneck,
New Jersey
|
$1.39M
|
+$648K
|
+4,352
|
+75%
|
|
|
319
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.38M
|
-$2.74M
|
-18,422
|
-66%
|
|
|
320
|
LMCG Investments
Boston,
Massachusetts
|
$1.38M
|
-$8.78K
|
-59
|
-0.6%
|
|
|
321
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.37M
|
-$24.6K
|
-165
|
-2%
|
|
|
322
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.37M
|
–
|
–
|
–
|
|
|
323
|
55I LLC
Boston,
Massachusetts
|
$1.36M
|
+$609K
|
+4,096
|
+70%
|
|
|
324
|
Argent Trust Co
Nashville,
Tennessee
|
$1.35M
|
+$15.5K
|
+104
|
+1%
|
|
|
325
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.35M
|
+$147K
|
+991
|
+11%
|
|
