|
301
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.56M
|
-$240K
|
-7,688
|
-15%
|
|
|
302
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.56M
|
+$606K
|
+19,432
|
+77%
|
|
|
303
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.55M
|
–
|
–
|
–
|
|
|
304
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.54M
|
+$25K
|
+800
|
+2%
|
|
|
305
|
|
$1.53M
|
+$2.5K
|
+80
|
+0.2%
|
|
|
306
|
Ancora Advisors
Cleveland,
Ohio
|
$1.52M
|
+$3.25K
|
+104
|
+0.2%
|
|
|
307
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.52M
|
+$167K
|
+5,360
|
+14%
|
|
|
308
|
Whittier Trust
South Pasadena,
California
|
$1.5M
|
-$64.4K
|
-2,064
|
-5%
|
|
|
309
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.5M
|
-$27K
|
-864
|
-2%
|
|
|
310
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$1.5M
|
+$28.7K
|
+920
|
+2%
|
|
|
311
|
Allianz Asset Management
Munich,
Germany
|
$1.46M
|
+$488K
|
+15,632
|
+59%
|
|
|
312
|
Maryland Capital Management
Towson,
Maryland
|
$1.45M
|
-$121K
|
-3,880
|
-9%
|
|
|
313
|
EP Wealth Advisors
Torrance,
California
|
$1.44M
|
-$1.29M
|
-41,288
|
Closed
|
|
|
314
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.44M
|
–
|
–
|
–
|
|
|
315
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.43M
|
+$74.6K
|
+2,392
|
+6%
|
|
|
316
|
Cerity Partners OCIO
New York
|
$1.42M
|
-$16K
|
-512
|
-1%
|
|
|
317
|
KeyBank National Association
Cleveland,
Ohio
|
$1.42M
|
-$85.1K
|
-2,728
|
-6%
|
|
|
318
|
Gray Wealth Management
Bangor,
Maine
|
$1.41M
|
-$47.4K
|
-1,520
|
-4%
|
|
|
319
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.41M
|
+$420K
|
+13,472
|
+50%
|
|
|
320
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$1.39M
|
–
|
–
|
–
|
|
|
321
|
Bray Capital Advisors
Naples,
Florida
|
$1.39M
|
–
|
–
|
–
|
|
|
322
|
Rikoon Group
Santa Fe,
New Mexico
|
$1.39M
|
-$152K
|
-4,872
|
-11%
|
|
|
323
|
Smart Money Group
Eastland,
Texas
|
$1.39M
|
+$1.24M
|
+39,880
|
New
|
|
|
324
|
WMS Partners
Towson,
Maryland
|
$1.39M
|
–
|
–
|
–
|
|
|
325
|
Renaissance Technologies
New York
|
$1.37M
|
+$1.22M
|
+39,200
|
New
|
|
