|
501
|
Bartlett & Co
Cincinnati,
Ohio
|
$8.41M
|
-$3.54M
|
-79,391
|
-26%
|
|
|
502
|
Bogart Wealth LLC
Mclean,
Virginia
|
$8.35M
|
+$1.51M
|
+33,912
|
+18%
|
|
|
503
|
TruWealth Advisors
Metairie,
Louisiana
|
$8.34M
|
+$993K
|
+22,292
|
+11%
|
|
|
504
|
PFS Investments
Duluth,
Georgia
|
$8.33M
|
-$1.06M
|
-23,798
|
-10%
|
|
|
505
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.33M
|
+$742K
|
+16,661
|
+8%
|
|
|
506
|
Congress Asset Management
Boston,
Massachusetts
|
$8.26M
|
+$314K
|
+7,044
|
+3%
|
|
|
507
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$8.24M
|
-$1.62M
|
-36,429
|
-14%
|
|
|
508
|
|
$8.22M
|
-$16.9M
|
-380,368
|
-64%
|
|
|
509
|
SKBA Capital Management
San Francisco,
California
|
$8.22M
|
-$904K
|
-20,296
|
-9%
|
|
|
510
|
Jacobs & Co
San Francisco,
California
|
$8.2M
|
+$179K
|
+4,027
|
+2%
|
|
|
511
|
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
|
$8.15M
|
-$797K
|
-17,900
|
-8%
|
|
|
512
|
Pathstone Family Office
Englewood,
New Jersey
|
$8.14M
|
+$2.97M
|
+66,657
|
+45%
|
|
|
513
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$8.14M
|
+$188K
|
+4,224
|
+2%
|
|
|
514
|
Gotham Asset Management
New York
|
$8.13M
|
+$1.78M
|
+40,027
|
+23%
|
|
|
515
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.1M
|
-$206K
|
-4,618
|
-2%
|
|
|
516
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$8.09M
|
+$167K
|
+3,758
|
+2%
|
|
|
517
|
Patten & Patten
Chattanooga,
Tennessee
|
$8.05M
|
-$204K
|
-4,582
|
-2%
|
|
|
518
|
Belpointe Asset Management
Reno,
Nevada
|
$7.99M
|
+$2.97M
|
+66,735
|
+46%
|
|
|
519
|
Busey Bank
Urbana,
Illinois
|
$7.95M
|
+$93.9K
|
+2,109
|
+1%
|
|
|
520
|
CapWealth Advisors
Franklin,
Tennessee
|
$7.94M
|
+$213K
|
+4,793
|
+2%
|
|
|
521
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$7.93M
|
+$425K
|
+9,541
|
+5%
|
|
|
522
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.92M
|
+$1.15M
|
+25,933
|
+14%
|
|
|
523
|
Keystone Financial Planning
Cleveland,
Ohio
|
$7.91M
|
+$863K
|
+19,383
|
+10%
|
|
|
524
|
Braun Stacey Associates
New York
|
$7.89M
|
-$3.41M
|
-76,622
|
-27%
|
|
|
525
|
TIAA FSB
Jacksonville,
Florida
|
$7.86M
|
-$775K
|
-17,413
|
-8%
|
|
