|
551
|
Cerity Partners OCIO
New York
|
$424K
|
-$248K
|
-2,609
|
-36%
|
|
|
552
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$424K
|
-$39.1K
|
-411
|
-8%
|
|
|
553
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$422K
|
–
|
–
|
–
|
|
|
554
|
Gould Asset Management
Claremont,
California
|
$420K
|
+$61.3K
|
+645
|
+17%
|
|
|
555
|
Mission Wealth Management
Santa Barbara,
California
|
$416K
|
+$88.7K
|
+933
|
+26%
|
|
|
556
|
Richard C. Young & Co
Newport,
Rhode Island
|
$415K
|
-$91.7K
|
-965
|
-18%
|
|
|
557
|
Grand Central Investment Group
Tampa,
Florida
|
$415K
|
-$6.65K
|
-70
|
-2%
|
|
|
558
|
Wolverine Trading
Chicago,
Illinois
|
$415K
|
+$424K
|
+4,465
|
New
|
|
|
559
|
Investors Financial Group
Plymouth,
Minnesota
|
$410K
|
-$29.5K
|
-310
|
-7%
|
|
|
560
|
Good Life Advisors
Reading,
Pennsylvania
|
$406K
|
-$14.8K
|
-156
|
-3%
|
|
|
561
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$406K
|
-$14.5K
|
-153
|
-3%
|
|
|
562
|
Summit Global Investments
Bountiful,
Utah
|
$406K
|
+$414K
|
+4,361
|
New
|
|
|
563
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$404K
|
-$19.5K
|
-205
|
-4%
|
|
|
564
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$401K
|
+$410K
|
+4,314
|
New
|
|
|
565
|
Evercore Wealth Management
New York
|
$400K
|
+$46K
|
+484
|
+13%
|
|
|
566
|
Howland Capital Management
Boston,
Massachusetts
|
$395K
|
–
|
–
|
–
|
|
|
567
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$395K
|
+$12.4K
|
+130
|
+3%
|
|
|
568
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$393K
|
+$142K
|
+1,498
|
+55%
|
|
|
569
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$390K
|
+$276K
|
+2,906
|
+226%
|
|
|
570
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$388K
|
+$57.6K
|
+606
|
+17%
|
|
|
571
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$387K
|
-$198K
|
-2,084
|
-33%
|
|
|
572
|
Bridge Advisory
Pasadena,
California
|
$387K
|
-$71.3K
|
-750
|
-15%
|
|
|
573
|
SVB Wealth
Boston,
Massachusetts
|
$385K
|
+$393K
|
+4,134
|
New
|
|
|
574
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$381K
|
+$390K
|
+4,100
|
New
|
|
|
575
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$378K
|
+$1.04K
|
+11
|
+0.3%
|
|
