|
501
|
First Wilshire Securities Management
Pasadena,
California
|
$444K
|
–
|
–
|
–
|
|
|
502
|
Ashfield Capital Partners
San Francisco,
California
|
$442K
|
+$438K
|
+11,771
|
New
|
|
|
503
|
Somerset Trust
Somerset,
Pennsylvania
|
$435K
|
–
|
–
|
–
|
|
|
504
|
Allen Capital Group
Grand Island,
Nebraska
|
$434K
|
+$190K
|
+5,098
|
+78%
|
|
|
505
|
Grand Jean Capital Management
San Francisco,
California
|
$433K
|
–
|
–
|
–
|
|
|
506
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$429K
|
+$1.97K
|
+53
|
+0.5%
|
|
|
507
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$428K
|
-$3.46K
|
-93
|
-0.8%
|
|
|
508
|
Cerity Partners OCIO
New York
|
$425K
|
-$1.53K
|
-41
|
-0.4%
|
|
|
509
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$424K
|
-$11.7K
|
-315
|
-3%
|
|
|
510
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$421K
|
-$5.51M
|
-148,198
|
-93%
|
|
|
511
|
Reilly Financial Advisors
La Mesa,
California
|
$421K
|
+$217K
|
+5,825
|
+108%
|
|
|
512
|
Essex Financial Services
Essex,
Connecticut
|
$417K
|
+$126K
|
+3,387
|
+44%
|
|
|
513
|
Univest Financial
Souderton,
Pennsylvania
|
$406K
|
–
|
–
|
–
|
|
|
514
|
Miracle Mile Advisors
Los Angeles,
California
|
$405K
|
-$1.36M
|
-36,457
|
-77%
|
|
|
515
|
EP Wealth Advisors
Torrance,
California
|
$404K
|
-$96.7K
|
-2,600
|
-19%
|
|
|
516
|
ACG Wealth
Atlanta,
Georgia
|
$402K
|
-$290K
|
-7,800
|
-42%
|
|
|
517
|
Telemus Capital
Southfield,
Michigan
|
$402K
|
–
|
–
|
–
|
|
|
518
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$400K
|
-$86.2K
|
-2,316
|
-18%
|
|
|
519
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$394K
|
+$391K
|
+10,511
|
New
|
|
|
520
|
Truist Financial
Charlotte,
North Carolina
|
$384K
|
-$5.02K
|
-135
|
-1%
|
|
|
521
|
Moseley Investment Management
Bradenton,
Florida
|
$381K
|
-$4.65K
|
-125
|
-1%
|
|
|
522
|
TimeScale Financial
Danvers,
Massachusetts
|
$381K
|
–
|
–
|
–
|
|
|
523
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$379K
|
+$376K
|
+10,095
|
New
|
|
|
524
|
Investment House LLC
Redondo Beach,
California
|
$377K
|
–
|
–
|
–
|
|
|
525
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$370K
|
-$230K
|
-6,184
|
-39%
|
|
