|
401
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$6.67M
|
+$181K
|
+1,169
|
+2%
|
|
|
402
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.6M
|
-$69.9K
|
-452
|
-0.9%
|
|
|
403
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$6.58M
|
+$228K
|
+1,473
|
+3%
|
|
|
404
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$6.51M
|
+$2.75M
|
+17,753
|
+54%
|
|
|
405
|
BFSG LLC
Irvine,
California
|
$6.5M
|
-$4.91M
|
-31,735
|
-39%
|
|
|
406
|
International Assets Investment Management
Orlando,
Florida
|
$6.47M
|
+$8.25M
|
+53,361
|
New
|
|
|
407
|
Asset Management Group
Stamford,
Connecticut
|
$6.39M
|
+$33.4K
|
+216
|
+0.4%
|
|
|
408
|
Mercer Global Advisors
Denver,
Colorado
|
$6.37M
|
+$1.94M
|
+12,555
|
+34%
|
|
|
409
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$6.33M
|
+$607K
|
+3,926
|
+9%
|
|
|
410
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.32M
|
+$5.06M
|
+32,715
|
+200%
|
|
|
411
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$6.32M
|
+$3.01M
|
+19,451
|
+66%
|
|
|
412
|
Western Wealth Management
Golden,
Colorado
|
$6.27M
|
-$3.19M
|
-20,655
|
-30%
|
|
|
413
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.2M
|
+$2.09M
|
+13,514
|
+39%
|
|
|
414
|
Coastline Trust
Providence,
Rhode Island
|
$6.2M
|
+$47.2K
|
+305
|
+0.6%
|
|
|
415
|
Signet Financial Management
Parsippany,
New Jersey
|
$6.2M
|
-$533K
|
-3,450
|
-7%
|
|
|
416
|
Firestone Capital Management
Coral Gables,
Florida
|
$6.07M
|
+$134K
|
+868
|
+2%
|
|
|
417
|
AJ Wealth Strategies
New York
|
$6.05M
|
+$5.33M
|
+34,463
|
+277%
|
|
|
418
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$6.03M
|
+$2.06M
|
+13,319
|
+40%
|
|
|
419
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.03M
|
+$7.23M
|
+46,745
|
New
|
|
|
420
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.02M
|
-$3.57M
|
-23,118
|
-33%
|
|
|
421
|
Lido Advisors
Los Angeles,
California
|
$5.99M
|
-$928K
|
-5,999
|
-11%
|
|
|
422
|
Waverly Advisors
Birmingham,
Alabama
|
$5.99M
|
+$3.85M
|
+24,921
|
+116%
|
|
|
423
|
Chevy Chase Trust
Bethesda,
Maryland
|
$5.95M
|
+$39.4K
|
+255
|
+0.6%
|
|
|
424
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$5.92M
|
-$70.2K
|
-454
|
-1%
|
|
|
425
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.91M
|
-$285K
|
-1,840
|
-4%
|
|
