|
326
|
Planning Alternatives
Birmingham,
Michigan
|
$3.48M
|
+$455K
|
+12,523
|
+14%
|
|
|
327
|
First Allied Advisory Services
San Diego,
California
|
$3.48M
|
-$7.05M
|
-194,152
|
-65%
|
|
|
328
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.46M
|
-$1.54M
|
-42,471
|
-29%
|
|
|
329
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.46M
|
+$2.81M
|
+77,386
|
+286%
|
|
|
330
|
Natixis Advisors
Boston,
Massachusetts
|
$3.43M
|
+$266K
|
+7,319
|
+8%
|
|
|
331
|
Rex Capital Advisors
Providence,
Rhode Island
|
$3.42M
|
+$1.06M
|
+29,202
|
+39%
|
|
|
332
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$3.4M
|
-$8.03K
|
-221
|
-0.2%
|
|
|
333
|
Concert Wealth Management
San Jose,
California
|
$3.4M
|
+$1.68M
|
+46,267
|
+82%
|
|
|
334
|
Northeast Investment Management
Boston,
Massachusetts
|
$3.38M
|
-$253K
|
-6,955
|
-6%
|
|
|
335
|
Country Club Trust
Kansas City,
Missouri
|
$3.37M
|
-$9.49M
|
-261,224
|
-72%
|
|
|
336
|
Perella Weinberg Partners Capital Management
New York
|
$3.35M
|
–
|
–
|
–
|
|
|
337
|
Parsec Financial Management
Asheville,
North Carolina
|
$3.31M
|
+$1.59M
|
+43,848
|
+78%
|
|
|
338
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.3M
|
-$20K
|
-550
|
-0.5%
|
|
|
339
|
Brown Brothers Harriman & Co
New York
|
$3.25M
|
+$91.1K
|
+2,508
|
+3%
|
|
|
340
|
Braver Wealth Management
Needham,
Massachusetts
|
$3.25M
|
-$1.52M
|
-41,783
|
-30%
|
|
|
341
|
Holt Capital Partners
Fort Worth,
Texas
|
$3.24M
|
-$3.63K
|
-100
|
-0.1%
|
|
|
342
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$3.17M
|
+$32.3K
|
+890
|
+0.9%
|
|
|
343
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$3.16M
|
-$535K
|
-14,744
|
-13%
|
|
|
344
|
Financial Partners Capital Management
New York
|
$3.13M
|
-$47.8K
|
-1,315
|
-1%
|
|
|
345
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$3.13M
|
-$2.99M
|
-82,368
|
-47%
|
|
|
346
|
Waverton Investment Management
London,
United Kingdom
|
$3.11M
|
+$3.41M
|
+94,000
|
New
|
|
|
347
|
Zhang Financial
Portage,
Michigan
|
$3.09M
|
+$646K
|
+17,787
|
+24%
|
|
|
348
|
Vision Capital Management
Portland,
Oregon
|
$3.09M
|
+$875K
|
+24,097
|
+35%
|
|
|
349
|
LMCG Investments
Boston,
Massachusetts
|
$3.07M
|
+$53K
|
+1,459
|
+2%
|
|
|
350
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.06M
|
+$1.84M
|
+50,653
|
+121%
|
|
