|
226
|
Congress Asset Management
Boston,
Massachusetts
|
$1.63M
|
-$153K
|
-1,073
|
-9%
|
|
|
227
|
Vance Wealth
Santa Clarita,
California
|
$1.61M
|
-$50.8K
|
-357
|
-3%
|
|
|
228
|
Bell Investment Advisors
Oakland,
California
|
$1.6M
|
+$30.1K
|
+211
|
+2%
|
|
|
229
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.59M
|
+$15.4K
|
+108
|
+1%
|
|
|
230
|
IFC & Insurance Marketing
Auburn,
California
|
$1.59M
|
+$1.58M
|
+11,102
|
New
|
|
|
231
|
NEPC LLC
Boston,
Massachusetts
|
$1.56M
|
+$394K
|
+2,768
|
+34%
|
|
|
232
|
Pinnacle Associates
New York
|
$1.56M
|
-$103K
|
-720
|
-6%
|
|
|
233
|
EP Wealth Advisors
Torrance,
California
|
$1.53M
|
+$1.52M
|
+10,663
|
New
|
|
|
234
|
Praetorian Wealth Management
Carmel,
California
|
$1.52M
|
+$5.27K
|
+37
|
+0.3%
|
|
|
235
|
Asset Dedication LLC
San Francisco,
California
|
$1.49M
|
+$136K
|
+952
|
+10%
|
|
|
236
|
Welch & Forbes
Boston,
Massachusetts
|
$1.48M
|
–
|
–
|
–
|
|
|
237
|
SOL Capital Management
Rockville,
Maryland
|
$1.48M
|
-$1.42K
|
-10
|
-0.1%
|
|
|
238
|
Atria Investments
Charlotte,
North Carolina
|
$1.46M
|
-$161K
|
-1,133
|
-10%
|
|
|
239
|
CoreCap Advisors
Southfield,
Michigan
|
$1.45M
|
-$11.8K
|
-83
|
-0.8%
|
|
|
240
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.45M
|
-$418K
|
-2,937
|
-23%
|
|
|
241
|
Bank of New York Mellon
New York
|
$1.41M
|
+$120K
|
+845
|
+9%
|
|
|
242
|
Pure Financial Advisors
San Diego,
California
|
$1.41M
|
+$75.6K
|
+531
|
+6%
|
|
|
243
|
|
$1.41M
|
-$171K
|
-1,199
|
-11%
|
|
|
244
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.4M
|
+$298K
|
+2,091
|
+27%
|
|
|
245
|
Naples Global Advisors
Naples,
Florida
|
$1.4M
|
+$24.9K
|
+175
|
+2%
|
|
|
246
|
PW Advisors
Tallahassee,
Florida
|
$1.39M
|
+$1.38M
|
+9,669
|
New
|
|
|
247
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$1.35M
|
-$26.6K
|
-187
|
-2%
|
|
|
248
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.34M
|
-$39.2K
|
-275
|
-3%
|
|
|
249
|
Oppenheimer & Co
New York
|
$1.33M
|
-$80K
|
-562
|
-6%
|
|
|
250
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.32M
|
-$432K
|
-3,035
|
-25%
|
|
