|
326
|
Manning & Napier Group
Fairport,
New York
|
$6.66M
|
–
|
–
|
–
|
|
|
327
|
BTR Capital Management
Oakland,
California
|
$6.66M
|
-$506K
|
-6,643
|
-7%
|
|
|
328
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6.65M
|
+$239K
|
+3,137
|
+4%
|
|
|
329
|
Valmark Advisers
Akron,
Ohio
|
$6.62M
|
+$215K
|
+2,820
|
+3%
|
|
|
330
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$6.6M
|
-$417K
|
-5,471
|
-6%
|
|
|
331
|
Lazard Asset Management
New York
|
$6.54M
|
–
|
–
|
–
|
|
|
332
|
Zhang Financial
Portage,
Michigan
|
$6.53M
|
+$1.84M
|
+24,109
|
+38%
|
|
|
333
|
Blue Edge Capital
Richmond,
Virginia
|
$6.52M
|
+$763K
|
+10,015
|
+13%
|
|
|
334
|
|
$6.5M
|
-$15.8M
|
-206,919
|
-70%
|
|
|
335
|
Round Table Services
Westfield,
New Jersey
|
$6.45M
|
+$523K
|
+6,860
|
+9%
|
|
|
336
|
Level Financial Advisors
East Amherst,
New York
|
$6.43M
|
-$1.26M
|
-16,477
|
-16%
|
|
|
337
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$6.38M
|
-$603K
|
-7,911
|
-8%
|
|
|
338
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$6.38M
|
+$1.1M
|
+14,450
|
+20%
|
|
|
339
|
Tortoise Investment Management
White Plains,
New York
|
$6.36M
|
-$2.21M
|
-29,060
|
-25%
|
|
|
340
|
Capasso Planning Partners
Charleston,
South Carolina
|
$6.35M
|
-$1.58M
|
-20,776
|
-20%
|
|
|
341
|
Matthew Hamilton Rosenberg
|
$6.3M
|
+$39.2K
|
+514
|
+0.6%
|
|
|
342
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$6.27M
|
-$156K
|
-2,050
|
-2%
|
|
|
343
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$6.26M
|
-$4.84M
|
-63,565
|
-43%
|
|
|
344
|
Ameraudi Asset Management
New York
|
$6.22M
|
-$559K
|
-7,339
|
-8%
|
|
|
345
|
Leavell Investment Management
Mobile,
Alabama
|
$6.21M
|
-$91.3K
|
-1,198
|
-1%
|
|
|
346
|
Cetera Advisors
Denver,
Colorado
|
$6.2M
|
+$1.35M
|
+17,740
|
+27%
|
|
|
347
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.19M
|
+$2.92M
|
+38,276
|
+85%
|
|
|
348
|
Gradient Capital Advisors
San Diego,
California
|
$6.14M
|
-$496K
|
-6,515
|
-7%
|
|
|
349
|
Affinity Capital Advisors
Berkeley,
California
|
$6.14M
|
+$295K
|
+3,878
|
+5%
|
|
|
350
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$6.12M
|
-$86.4K
|
-1,134
|
-1%
|
|
