|
401
|
EP Wealth Advisors
Torrance,
California
|
$1.75M
|
-$42.1M
|
-577,573
|
-96%
|
|
|
402
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.73M
|
+$1.82M
|
+24,925
|
New
|
|
|
403
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.72M
|
+$245K
|
+3,356
|
+16%
|
|
|
404
|
Weatherly Asset Management
Del Mar,
California
|
$1.68M
|
-$32.1K
|
-440
|
-2%
|
|
|
405
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.68M
|
+$435K
|
+5,967
|
+33%
|
|
|
406
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.68M
|
-$55.2K
|
-756
|
-3%
|
|
|
407
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.68M
|
+$124K
|
+1,706
|
+7%
|
|
|
408
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.64M
|
-$86.2K
|
-1,181
|
-5%
|
|
|
409
|
|
$1.63M
|
-$1.17K
|
-16
|
-0.1%
|
|
|
410
|
EARNEST Partners
Atlanta,
Georgia
|
$1.62M
|
+$590K
|
+8,082
|
+53%
|
|
|
411
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.62M
|
-$4.08K
|
-56
|
-0.2%
|
|
|
412
|
Naples Global Advisors
Naples,
Florida
|
$1.6M
|
+$15K
|
+205
|
+0.9%
|
|
|
413
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.59M
|
+$355K
|
+4,866
|
+27%
|
|
|
414
|
Legacy Trust
Grand Rapids,
Michigan
|
$1.58M
|
-$115K
|
-1,570
|
-6%
|
|
|
415
|
Valmark Advisers
Akron,
Ohio
|
$1.58M
|
+$405K
|
+5,554
|
+32%
|
|
|
416
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.57M
|
-$36.5K
|
-500
|
-2%
|
|
|
417
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.57M
|
-$6.05K
|
-83
|
-0.4%
|
|
|
418
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.57M
|
-$63.6K
|
-872
|
-4%
|
|
|
419
|
Ancora Advisors
Cleveland,
Ohio
|
$1.57M
|
–
|
–
|
–
|
|
|
420
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.56M
|
-$8.83K
|
-121
|
-0.5%
|
|
|
421
|
Nvest Financial
Portsmouth,
New Hampshire
|
$1.55M
|
+$69.1K
|
+947
|
+4%
|
|
|
422
|
Atria Investments
Charlotte,
North Carolina
|
$1.52M
|
-$95.8K
|
-1,313
|
-6%
|
|
|
423
|
Lindbrook Capital
Calabasas,
California
|
$1.52M
|
-$349K
|
-4,779
|
-18%
|
|
|
424
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.49M
|
–
|
–
|
–
|
|
|
425
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.49M
|
-$43.8K
|
-600
|
-3%
|
|
