|
376
|
Ocean Park Asset Management
Santa Monica,
California
|
$5.56M
|
+$2.4M
|
+89,327
|
+70%
|
|
|
377
|
Valmark Advisers
Akron,
Ohio
|
$5.55M
|
-$17.9K
|
-667
|
-0.3%
|
|
|
378
|
Brighton Jones LLC
Seattle,
Washington
|
$5.55M
|
-$167K
|
-6,232
|
-3%
|
|
|
379
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$5.53M
|
+$484K
|
+18,036
|
+9%
|
|
|
380
|
Bailard
Foster City,
California
|
$5.48M
|
-$42.8K
|
-1,594
|
-0.7%
|
|
|
381
|
Dorato Capital Management
Denver,
Colorado
|
$5.38M
|
-$77.3K
|
-2,883
|
-1%
|
|
|
382
|
Denver PWM
Denver,
Colorado
|
$5.36M
|
-$262K
|
-9,782
|
-5%
|
|
|
383
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$5.32M
|
+$19K
|
+710
|
+0.3%
|
|
|
384
|
Mengis Capital Management
Portland,
Oregon
|
$5.32M
|
+$90.1K
|
+3,357
|
+2%
|
|
|
385
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.24M
|
+$45.4K
|
+1,694
|
+0.8%
|
|
|
386
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$5.15M
|
-$477K
|
-17,793
|
-8%
|
|
|
387
|
NFP Retirement Inc
Aliso Viejo,
California
|
$5.13M
|
-$653K
|
-24,356
|
-11%
|
|
|
388
|
Commerce Bank
Kansas City,
Missouri
|
$5.11M
|
+$1.66M
|
+61,892
|
+45%
|
|
|
389
|
Omega Financial Group
Santa Barbara,
California
|
$5.08M
|
-$385K
|
-14,359
|
-7%
|
|
|
390
|
Montis Financial
Waltham,
Massachusetts
|
$5.05M
|
-$304K
|
-11,330
|
-5%
|
|
|
391
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$5.02M
|
-$22.8M
|
-849,285
|
-81%
|
|
|
392
|
Ausdal Financial Partners
Davenport,
Iowa
|
$5M
|
-$343K
|
-12,804
|
-6%
|
|
|
393
|
Aspiriant LLC
Los Angeles,
California
|
$4.98M
|
-$886K
|
-33,018
|
-15%
|
|
|
394
|
Elmwood Wealth Management
Berkeley,
California
|
$4.98M
|
+$526K
|
+19,618
|
+11%
|
|
|
395
|
TD Private Client Wealth
New York
|
$4.96M
|
+$183K
|
+6,834
|
+4%
|
|
|
396
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.93M
|
+$28.2K
|
+1,052
|
+0.6%
|
|
|
397
|
Ring Mountain Capital
Tiburon,
California
|
$4.91M
|
-$13.1K
|
-489
|
-0.3%
|
|
|
398
|
Davidson Trust Company
Seattle,
Washington
|
$4.85M
|
+$2.77M
|
+103,427
|
+121%
|
|
|
399
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.84M
|
-$207K
|
-7,735
|
-4%
|
|
|
400
|
Asset Planning Services Inc
Covington,
Louisiana
|
$4.78M
|
+$69.9K
|
+2,605
|
+1%
|
|
