|
301
|
Bay Colony Advisors
Concord,
Massachusetts
|
$10.3M
|
+$660K
|
+8,353
|
+7%
|
|
|
302
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$10.3M
|
+$716K
|
+9,056
|
+7%
|
|
|
303
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$10.2M
|
+$411K
|
+5,205
|
+4%
|
|
|
304
|
Millennium Management
New York
|
$10.2M
|
+$10.2M
|
+128,764
|
New
|
|
|
305
|
Checchi Capital Advisers
Beverly Hills,
California
|
$10.2M
|
-$294K
|
-3,718
|
-3%
|
|
|
306
|
Strategent Financial
Harrisonburg,
Virginia
|
$10.1M
|
+$1.88M
|
+23,827
|
+23%
|
|
|
307
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.1M
|
-$2.35M
|
-29,785
|
-19%
|
|
|
308
|
IMZ Advisory
Boca Raton,
Florida
|
$10.1M
|
+$625K
|
+7,908
|
+7%
|
|
|
309
|
Sharper & Granite
El Segundo,
California
|
$9.98M
|
+$1.16M
|
+14,665
|
+13%
|
|
|
310
|
DDD Partners
Bellevue,
Washington
|
$9.96M
|
+$1.61M
|
+20,392
|
+19%
|
|
|
311
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$9.88M
|
-$861K
|
-10,893
|
-8%
|
|
|
312
|
Citadel Advisors
Miami,
Florida
|
$9.87M
|
+$9.87M
|
+124,882
|
New
|
|
|
313
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$9.86M
|
+$2.94M
|
+37,207
|
+42%
|
|
|
314
|
Edgestream Partners
Princeton,
New Jersey
|
$9.82M
|
+$8M
|
+101,158
|
+439%
|
|
|
315
|
Oakwell Private Wealth Management
Austin,
Texas
|
$9.66M
|
+$127K
|
+1,604
|
+1%
|
|
|
316
|
Leavell Investment Management
Mobile,
Alabama
|
$9.64M
|
+$439K
|
+5,550
|
+5%
|
|
|
317
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$9.58M
|
+$317K
|
+4,012
|
+3%
|
|
|
318
|
Pure Financial Advisors
San Diego,
California
|
$9.58M
|
-$1.16M
|
-14,680
|
-11%
|
|
|
319
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$9.57M
|
+$1.45M
|
+18,389
|
+18%
|
|
|
320
|
CVS Health
Woonsocket,
Rhode Island
|
$9.48M
|
–
|
–
|
–
|
|
|
321
|
ETF Portfolio Partners
Leawood,
Kansas
|
$9.44M
|
+$785K
|
+9,925
|
+9%
|
|
|
322
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$9.42M
|
-$483K
|
-6,110
|
-5%
|
|
|
323
|
Equitable Holdings
New York
|
$9.42M
|
+$1.26M
|
+15,909
|
+15%
|
|
|
324
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$9.41M
|
+$185K
|
+2,344
|
+2%
|
|
|
325
|
Private Management Group
Irvine,
California
|
$9.39M
|
-$324K
|
-4,098
|
-3%
|
|
