|
201
|
Van Strum & Towne
San Francisco,
California
|
$5.82M
|
-$845K
|
-9,525
|
-12%
|
|
|
202
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$5.82M
|
-$67.5K
|
-760
|
-1%
|
|
|
203
|
MY Wealth Management
Germantown,
Maryland
|
$5.76M
|
+$656K
|
+7,395
|
+12%
|
|
|
204
|
MML Investors Services
Springfield,
Massachusetts
|
$5.76M
|
+$771K
|
+8,689
|
+15%
|
|
|
205
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$5.76M
|
–
|
–
|
–
|
|
|
206
|
Advisory Research
Chicago,
Illinois
|
$5.68M
|
+$208K
|
+2,340
|
+4%
|
|
|
207
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.66M
|
-$119K
|
-1,342
|
-2%
|
|
|
208
|
Fermata Advisors
Sonoma,
California
|
$5.63M
|
-$106K
|
-1,198
|
-2%
|
|
|
209
|
Cypress Wealth Services
Palm Desert,
California
|
$5.53M
|
-$585K
|
-6,593
|
-9%
|
|
|
210
|
Montag & Associates
Atlanta,
Georgia
|
$5.52M
|
+$4.47M
|
+50,361
|
+364%
|
|
|
211
|
WESCAP Management Group
Glendale,
California
|
$5.46M
|
-$227K
|
-2,563
|
-4%
|
|
|
212
|
Parcion Private Wealth
Bellevue,
Washington
|
$5.43M
|
+$5.61M
|
+63,169
|
New
|
|
|
213
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.43M
|
+$4.43M
|
+49,887
|
+378%
|
|
|
214
|
Bull Street Advisors
Savannah,
Georgia
|
$5.42M
|
+$224K
|
+2,520
|
+4%
|
|
|
215
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.42M
|
+$2.65M
|
+29,834
|
+90%
|
|
|
216
|
NEPC LLC
Boston,
Massachusetts
|
$5.4M
|
-$1.51M
|
-16,959
|
-21%
|
|
|
217
|
New York Life Investment Management
New York
|
$5.36M
|
–
|
–
|
–
|
|
|
218
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.33M
|
+$3.53M
|
+39,782
|
+180%
|
|
|
219
|
Roundview Capital
Princeton,
New Jersey
|
$5.3M
|
-$2.03M
|
-22,855
|
-27%
|
|
|
220
|
Bigelow Investment Advisors
Portland,
Maine
|
$5.29M
|
+$97.7K
|
+1,101
|
+2%
|
|
|
221
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.27M
|
+$101K
|
+1,133
|
+2%
|
|
|
222
|
WT Wealth Management
Scottsdale,
Arizona
|
$5M
|
-$825K
|
-9,290
|
-14%
|
|
|
223
|
MBE Wealth Management
Tomah,
Wisconsin
|
$4.92M
|
-$49.4K
|
-557
|
-1%
|
|
|
224
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$4.91M
|
–
|
–
|
–
|
|
|
225
|
Veritable
Wilmington,
Delaware
|
$4.91M
|
-$280K
|
-3,153
|
-5%
|
|
