|
401
|
Sargent Investment Group
Bethesda,
Maryland
|
$310K
|
–
|
–
|
–
|
|
|
402
|
Courier Capital
Buffalo,
New York
|
$302K
|
+$5.75K
|
+102
|
+2%
|
|
|
403
|
Peninsula Wealth
San Francisco,
California
|
$299K
|
–
|
–
|
–
|
|
|
404
|
Cerity Partners OCIO
New York
|
$297K
|
+$1.69K
|
+30
|
+0.6%
|
|
|
405
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$297K
|
+$289K
|
+5,131
|
New
|
|
|
406
|
Telemus Capital
Southfield,
Michigan
|
$291K
|
–
|
–
|
–
|
|
|
407
|
Neuberger Berman Group
New York
|
$288K
|
–
|
–
|
–
|
|
|
408
|
PDS Planning
Dublin,
Ohio
|
$278K
|
+$2.14K
|
+38
|
+0.8%
|
|
|
409
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$270K
|
+$264K
|
+4,678
|
New
|
|
|
410
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$269K
|
–
|
–
|
–
|
|
|
411
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$269K
|
+$76.1K
|
+1,349
|
+41%
|
|
|
412
|
Appleton Partners
Boston,
Massachusetts
|
$268K
|
+$35.6K
|
+631
|
+16%
|
|
|
413
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$268K
|
+$261K
|
+4,630
|
New
|
|
|
414
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$267K
|
–
|
–
|
–
|
|
|
415
|
Archer Investment Corporation
Carmel,
Indiana
|
$266K
|
–
|
–
|
–
|
|
|
416
|
Rathbones Group
Liverpool,
United Kingdom
|
$264K
|
–
|
–
|
–
|
|
|
417
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$261K
|
–
|
–
|
–
|
|
|
418
|
Frontier Investment Management
Dallas,
Texas
|
$258K
|
+$251K
|
+4,454
|
New
|
|
|
419
|
Essex Savings Bank
Essex,
Connecticut
|
$252K
|
+$2.54K
|
+45
|
+1%
|
|
|
420
|
WealthPLAN Partners
Omaha,
Nebraska
|
$252K
|
+$249K
|
+4,416
|
New
|
|
|
421
|
Successful Portfolios
Clearwater,
Florida
|
$250K
|
-$15.6K
|
-276
|
-6%
|
|
|
422
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$250K
|
+$243K
|
+4,312
|
New
|
|
|
423
|
Parametric Portfolio Associates
Seattle,
Washington
|
$249K
|
-$20.4K
|
-361
|
-8%
|
|
|
424
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$245K
|
+$239K
|
+4,234
|
New
|
|
|
425
|
Marietta Wealth Management
Marietta,
Georgia
|
$244K
|
-$17.4K
|
-309
|
-7%
|
|
