|
401
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.9M
|
+$150K
|
+288
|
+4%
|
|
|
402
|
SVB Wealth
Boston,
Massachusetts
|
$3.88M
|
-$225K
|
-432
|
-6%
|
|
|
403
|
Oxler Private Wealth
Rye Brook,
New York
|
$3.83M
|
-$149K
|
-286
|
-4%
|
|
|
404
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.81M
|
+$4.52M
|
+8,673
|
New
|
|
|
405
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.78M
|
+$164K
|
+315
|
+5%
|
|
|
406
|
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
|
$3.78M
|
-$261K
|
-500
|
-7%
|
|
|
407
|
Burney Company
Reston,
Virginia
|
$3.77M
|
-$27.1K
|
-52
|
-0.7%
|
|
|
408
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$3.73M
|
+$1.56M
|
+3,000
|
+78%
|
|
|
409
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$3.72M
|
-$25K
|
-48
|
-0.7%
|
|
|
410
|
Studio Investment Management
Chicago,
Illinois
|
$3.72M
|
-$185K
|
-354
|
-5%
|
|
|
411
|
Stonegate Investment Group
Birmingham,
Alabama
|
$3.7M
|
-$106K
|
-204
|
-3%
|
|
|
412
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.7M
|
-$2.09M
|
-4,007
|
-37%
|
|
|
413
|
Equitable Trust
Nashville,
Tennessee
|
$3.66M
|
–
|
–
|
–
|
|
|
414
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.64M
|
+$62.6K
|
+120
|
+2%
|
|
|
415
|
Bristlecone Advisors
Bellevue,
Washington
|
$3.61M
|
-$38.1K
|
-73
|
-1%
|
|
|
416
|
Bollard Group
Boston,
Massachusetts
|
$3.57M
|
-$312K
|
-599
|
-8%
|
|
|
417
|
PFG Advisors
Phoenix,
Arizona
|
$3.55M
|
+$212K
|
+407
|
+7%
|
|
|
418
|
Hennessy Advisors Inc
Novato,
California
|
$3.55M
|
-$261K
|
-500
|
-7%
|
|
|
419
|
Legal Advantage Investments
Los Altos Hills,
California
|
$3.51M
|
-$5.22K
|
-10
|
-0.2%
|
|
|
420
|
Searle & Co
Greenwich,
Connecticut
|
$3.5M
|
–
|
–
|
–
|
|
|
421
|
Advisor Partners II
Walnut Creek,
California
|
$3.49M
|
+$197K
|
+377
|
+6%
|
|
|
422
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.48M
|
-$20.9K
|
-40
|
-0.6%
|
|
|
423
|
Ritholtz Wealth Management
New York
|
$3.45M
|
-$61.6K
|
-118
|
-2%
|
|
|
424
|
AssetMark Inc
Concord,
California
|
$3.44M
|
+$542K
|
+1,039
|
+20%
|
|
|
425
|
Park Avenue Securities
New York
|
$3.41M
|
+$294K
|
+564
|
+10%
|
|
