|
1001
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.16M
|
-$424K
|
-10,434
|
-25%
|
|
|
1002
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.15M
|
-$46.2K
|
-1,138
|
-3%
|
|
|
1003
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.15M
|
+$421K
|
+10,376
|
+49%
|
|
|
1004
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.15M
|
+$12.9K
|
+318
|
+1%
|
|
|
1005
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.15M
|
-$703K
|
-17,320
|
-36%
|
|
|
1006
|
Bank of Marin
Novato,
California
|
$1.15M
|
-$17.7K
|
-436
|
-1%
|
|
|
1007
|
Iconiq Capital
San Francisco,
California
|
$1.14M
|
+$1.34K
|
+33
|
+0.1%
|
|
|
1008
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.13M
|
+$42K
|
+1,035
|
+3%
|
|
|
1009
|
Mosaic Advisors
Houston,
Texas
|
$1.12M
|
-$591K
|
-14,548
|
-32%
|
|
|
1010
|
Parkside Investments
Deerfield,
Illinois
|
$1.12M
|
-$32.9K
|
-810
|
-3%
|
|
|
1011
|
Diversified Trust
Memphis,
Tennessee
|
$1.11M
|
-$992K
|
-24,424
|
-44%
|
|
|
1012
|
First American Bank
Dundee,
Illinois
|
$1.11M
|
-$5.89K
|
-145
|
-0.5%
|
|
|
1013
|
Bridgewater Advisors
New York
|
$1.11M
|
+$348K
|
+8,582
|
+39%
|
|
|
1014
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.11M
|
+$1.03M
|
+25,381
|
+508%
|
|
|
1015
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.1M
|
+$788K
|
+19,410
|
+182%
|
|
|
1016
|
Appleton Partners
Boston,
Massachusetts
|
$1.1M
|
-$84.6K
|
-2,084
|
-6%
|
|
|
1017
|
Cypress Wealth Services
Palm Desert,
California
|
$1.09M
|
-$35.3K
|
-869
|
-3%
|
|
|
1018
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.09M
|
-$25.1K
|
-618
|
-2%
|
|
|
1019
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.09M
|
-$29.8K
|
-734
|
-2%
|
|
|
1020
|
First Trust Advisors
Wheaton,
Illinois
|
$1.08M
|
-$585K
|
-14,407
|
-33%
|
|
|
1021
|
Regent Investment Management
Louisville,
Kentucky
|
$1.08M
|
-$81.2K
|
-2,000
|
-6%
|
|
|
1022
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$1.08M
|
-$11K
|
-270
|
-0.9%
|
|
|
1023
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.08M
|
-$500K
|
-12,308
|
-29%
|
|
|
1024
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.08M
|
+$1.2M
|
+29,631
|
New
|
|
|
1025
|
World Investment Advisors
Santa Barbara,
California
|
$1.08M
|
-$28K
|
-689
|
-2%
|
|
