|
501
|
Advisory Research
Chicago,
Illinois
|
$375K
|
–
|
–
|
–
|
|
|
502
|
Capital Wealth Planning
Naples,
Florida
|
$374K
|
+$376K
|
+11,742
|
New
|
|
|
503
|
Zurich Insurance Group
Zurich,
Switzerland
|
$373K
|
–
|
–
|
–
|
|
|
504
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$372K
|
-$62.9K
|
-1,964
|
-14%
|
|
|
505
|
Parametric Portfolio Associates
Seattle,
Washington
|
$371K
|
-$142K
|
-4,444
|
-28%
|
|
|
506
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$368K
|
-$6.4K
|
-200
|
-2%
|
|
|
507
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$366K
|
–
|
–
|
–
|
|
|
508
|
Mason Investment Advisory Services
Reston,
Virginia
|
$366K
|
+$576
|
+18
|
+0.2%
|
|
|
509
|
Jennison Associates
New York
|
$359K
|
-$229K
|
-7,160
|
-39%
|
|
|
510
|
The Family Firm
Bethesda,
Maryland
|
$359K
|
+$2.82K
|
+88
|
+0.8%
|
|
|
511
|
Evanson Asset Management
Carmel,
California
|
$358K
|
+$360K
|
+11,254
|
New
|
|
|
512
|
Avalon Investment & Advisory
Houston,
Texas
|
$357K
|
-$467K
|
-14,596
|
-57%
|
|
|
513
|
Arrow Financial
Glens Falls,
New York
|
$357K
|
-$109K
|
-3,394
|
-23%
|
|
|
514
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$355K
|
–
|
–
|
–
|
|
|
515
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$354K
|
+$64
|
+2
|
+0%
|
|
|
516
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$352K
|
-$1.43M
|
-44,550
|
-80%
|
|
|
517
|
Gofen & Glossberg
Chicago,
Illinois
|
$351K
|
+$768
|
+24
|
+0.2%
|
|
|
518
|
Aspiriant LLC
Los Angeles,
California
|
$347K
|
-$23.4K
|
-730
|
-6%
|
|
|
519
|
Bouchey Financial Group
Troy,
New York
|
$347K
|
–
|
–
|
–
|
|
|
520
|
Cerebellum
San Francisco,
California
|
$346K
|
+$29.3K
|
+916
|
+9%
|
|
|
521
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$345K
|
-$24.1K
|
-752
|
-6%
|
|
|
522
|
Allred Capital Management
Dallas,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
523
|
Summit Securities Group
New York
|
$344K
|
–
|
–
|
–
|
|
|
524
|
Smith, Moore & Co
Clayton,
Missouri
|
$342K
|
+$23.9K
|
+748
|
+7%
|
|
|
525
|
RiverGlades Family Offices
Naples,
Florida
|
$341K
|
-$9.48K
|
-296
|
-3%
|
|
