|
401
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.17M
|
-$186K
|
-2,048
|
-14%
|
|
|
402
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
403
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.16M
|
-$202K
|
-2,222
|
-15%
|
|
|
404
|
Source Financial Advisors
New York
|
$1.16M
|
-$28.9K
|
-318
|
-2%
|
|
|
405
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.16M
|
+$2.91K
|
+32
|
+0.2%
|
|
|
406
|
|
$1.15M
|
–
|
–
|
–
|
|
|
407
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$1.15M
|
+$406K
|
+4,474
|
+53%
|
|
|
408
|
Whittier Trust
South Pasadena,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
409
|
Cresset Asset Management
Chicago,
Illinois
|
$1.13M
|
+$128K
|
+1,414
|
+13%
|
|
|
410
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$1.13M
|
+$1.14M
|
+12,586
|
New
|
|
|
411
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.13M
|
+$14.4K
|
+158
|
+1%
|
|
|
412
|
Institute for Wealth Management
Denver,
Colorado
|
$1.12M
|
-$35.4K
|
-390
|
-3%
|
|
|
413
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.12M
|
+$43.2K
|
+476
|
+4%
|
|
|
414
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$1.11M
|
-$218K
|
-2,400
|
-16%
|
|
|
415
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.11M
|
+$4.91K
|
+54
|
+0.4%
|
|
|
416
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.09M
|
+$20.3K
|
+224
|
+2%
|
|
|
417
|
People's United Financial
Bridgeport,
Connecticut
|
$1.09M
|
-$47.2K
|
-520
|
-4%
|
|
|
418
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.08M
|
+$85.9K
|
+946
|
+9%
|
|
|
419
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$1.06M
|
+$1.08M
|
+11,842
|
New
|
|
|
420
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.06M
|
+$1.07M
|
+11,800
|
New
|
|
|
421
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.05M
|
+$214K
|
+2,358
|
+28%
|
|
|
422
|
First Wilshire Securities Management
Pasadena,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
423
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.03M
|
+$699K
|
+7,700
|
+200%
|
|
|
424
|
HBW Advisory Services
Simi Valley,
California
|
$1.02M
|
+$50.9K
|
+560
|
+5%
|
|
|
425
|
The Family Firm
Bethesda,
Maryland
|
$1.02M
|
+$727
|
+8
|
+0.1%
|
|
