|
401
|
CM Wealth Advisors
Beachwood,
Ohio
|
$717K
|
+$730K
|
+2,082
|
New
|
|
|
402
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$714K
|
-$13.7K
|
-39
|
-2%
|
|
|
403
|
Bank of Marin
Novato,
California
|
$714K
|
-$45.3K
|
-129
|
-6%
|
|
|
404
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$713K
|
+$9.47K
|
+27
|
+1%
|
|
|
405
|
Meeder Advisory Services
Dublin,
Ohio
|
$707K
|
+$88.8K
|
+253
|
+15%
|
|
|
406
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$698K
|
-$10.9K
|
-31
|
-2%
|
|
|
407
|
Advisor Partners II
Walnut Creek,
California
|
$696K
|
+$16.5K
|
+47
|
+2%
|
|
|
408
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$693K
|
+$2.1K
|
+6
|
+0.3%
|
|
|
409
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$688K
|
+$36.5K
|
+104
|
+6%
|
|
|
410
|
Aureus Asset Management
Boston,
Massachusetts
|
$682K
|
–
|
–
|
–
|
|
|
411
|
Davis Investment Partners
Charlotte,
North Carolina
|
$678K
|
–
|
–
|
–
|
|
|
412
|
Empire Financial Management Company
New York
|
$670K
|
+$662K
|
+1,887
|
New
|
|
|
413
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$653K
|
+$5.61K
|
+16
|
+0.9%
|
|
|
414
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$650K
|
-$1.75K
|
-5
|
-0.3%
|
|
|
415
|
BOK Financial
Tulsa,
Oklahoma
|
$649K
|
-$149K
|
-426
|
-19%
|
|
|
416
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$648K
|
+$641K
|
+1,826
|
New
|
|
|
417
|
1900 Wealth Management
San Antonio,
Texas
|
$645K
|
–
|
–
|
–
|
|
|
418
|
InTrack Investment Management
South Burlington,
Vermont
|
$637K
|
+$321K
|
+915
|
+100%
|
|
|
419
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$635K
|
–
|
–
|
–
|
|
|
420
|
Venture Visionary Partners
Sylvania,
Ohio
|
$633K
|
+$626K
|
+1,784
|
New
|
|
|
421
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$627K
|
-$3.44M
|
-9,816
|
-85%
|
|
|
422
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$620K
|
–
|
–
|
–
|
|
|
423
|
Brown Brothers Harriman & Co
New York
|
$620K
|
+$46.7K
|
+133
|
+8%
|
|
|
424
|
Empirical Finance
Havertown,
Pennsylvania
|
$612K
|
+$28.4K
|
+81
|
+5%
|
|
|
425
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$611K
|
+$29.1K
|
+83
|
+5%
|
|
