|
901
|
Focus Partners Wealth
Boston,
Massachusetts
|
$467K
|
+$459K
|
+2,931
|
New
|
|
|
902
|
Aigen Investment Management
New York
|
$465K
|
+$457K
|
+2,921
|
New
|
|
|
903
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$464K
|
+$67.3K
|
+430
|
+17%
|
|
|
904
|
Raub Brock Capital Management
Larkspur,
California
|
$462K
|
–
|
–
|
–
|
|
|
905
|
Capstone Investment Advisors
New York
|
$460K
|
-$593K
|
-3,789
|
-57%
|
|
|
906
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$459K
|
–
|
–
|
–
|
|
|
907
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$455K
|
-$5.79K
|
-37
|
-1%
|
|
|
908
|
Keel Point
Huntsville,
Alabama
|
$437K
|
-$25.4K
|
-162
|
-6%
|
|
|
909
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$437K
|
–
|
–
|
–
|
|
|
910
|
First National Trust
Hermitage,
Pennsylvania
|
$436K
|
-$12.7K
|
-81
|
-3%
|
|
|
911
|
Whittier Trust
South Pasadena,
California
|
$436K
|
-$5.64K
|
-36
|
-1%
|
|
|
912
|
TriaGen Wealth Management
Calabasas,
California
|
$434K
|
+$427K
|
+2,725
|
New
|
|
|
913
|
Advanced Portfolio Management
New York
|
$431K
|
+$423K
|
+2,705
|
New
|
|
|
914
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$426K
|
+$37.9K
|
+242
|
+10%
|
|
|
915
|
Willow Creek Wealth Management
Sebastopol,
California
|
$425K
|
+$157
|
+1
|
+0%
|
|
|
916
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$425K
|
+$417K
|
+2,666
|
New
|
|
|
917
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$423K
|
+$80K
|
+511
|
+24%
|
|
|
918
|
Portfolio Design Labs
Encino,
California
|
$421K
|
+$414K
|
+2,646
|
New
|
|
|
919
|
Humankind Investments
New York
|
$417K
|
-$79.7K
|
-509
|
-16%
|
|
|
920
|
KPP Advisory Services
Louisville,
Kentucky
|
$416K
|
+$4.54K
|
+29
|
+1%
|
|
|
921
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$415K
|
+$408K
|
+2,606
|
New
|
|
|
922
|
TrueWealth Advisors
Birmingham,
Alabama
|
$415K
|
+$104K
|
+665
|
+34%
|
|
|
923
|
Monument Capital Management
Alexandria,
Virginia
|
$412K
|
+$2.35K
|
+15
|
+0.6%
|
|
|
924
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$409K
|
-$406K
|
-2,595
|
-50%
|
|
|
925
|
9258 Wealth Management
Blue Ash,
Ohio
|
$404K
|
+$62.8K
|
+401
|
+19%
|
|
