|
501
|
Symmetry Partners
Glastonbury,
Connecticut
|
$319K
|
–
|
–
|
–
|
|
|
502
|
Marcum Wealth
Cleveland,
Ohio
|
$319K
|
+$27.6K
|
+1,541
|
+8%
|
|
|
503
|
BOK Financial
Tulsa,
Oklahoma
|
$313K
|
+$22.4K
|
+1,251
|
+7%
|
|
|
504
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$311K
|
-$233
|
-13
|
-0.1%
|
|
|
505
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$311K
|
+$23K
|
+1,287
|
+7%
|
|
|
506
|
Carret Asset Management
New York
|
$310K
|
+$3.58K
|
+200
|
+1%
|
|
|
507
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$310K
|
+$16.5K
|
+922
|
+5%
|
|
|
508
|
Metis Global Partners
San Diego,
California
|
$307K
|
+$43.4K
|
+2,425
|
+14%
|
|
|
509
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$306K
|
-$23.3K
|
-1,300
|
-6%
|
|
|
510
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$306K
|
-$1.77K
|
-99
|
-0.5%
|
|
|
511
|
Caprock Group
Boise,
Idaho
|
$304K
|
+$53.8K
|
+3,004
|
+19%
|
|
|
512
|
Park National Corp
Newark,
Ohio
|
$303K
|
-$483
|
-27
|
-0.1%
|
|
|
513
|
Bouchey Financial Group
Troy,
New York
|
$302K
|
–
|
–
|
–
|
|
|
514
|
Infrastructure Capital Advisors
New York
|
$301K
|
+$50.5K
|
+2,820
|
+18%
|
|
|
515
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$300K
|
-$158K
|
-8,820
|
-32%
|
|
|
516
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$300K
|
-$53.3K
|
-2,975
|
-14%
|
|
|
517
|
CEDRUS
Littleton,
Colorado
|
$296K
|
+$33.6K
|
+1,876
|
+11%
|
|
|
518
|
Eudaimonia Partners
Winchester,
Tennessee
|
$295K
|
+$9.86K
|
+551
|
+3%
|
|
|
519
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$294K
|
+$12.2K
|
+681
|
+4%
|
|
|
520
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$292K
|
+$127K
|
+7,111
|
+64%
|
|
|
521
|
|
$291K
|
-$17.6K
|
-984
|
-5%
|
|
|
522
|
WrapManager Inc
Mill Valley,
California
|
$291K
|
+$95.2K
|
+5,320
|
+41%
|
|
|
523
|
Versor Investments
New York
|
$290K
|
-$19.5K
|
-1,089
|
-6%
|
|
|
524
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$288K
|
+$322K
|
+18,000
|
New
|
|
|
525
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$285K
|
+$313K
|
+17,466
|
+5,598%
|
|
