|
401
|
Circle Wealth Management
Summit,
New Jersey
|
$1.28M
|
+$649K
|
+5,269
|
+111%
|
|
|
402
|
SOL Capital Management
Rockville,
Maryland
|
$1.28M
|
-$24.6K
|
-200
|
-2%
|
|
|
403
|
Everence Capital Management
Goshen,
Indiana
|
$1.26M
|
–
|
–
|
–
|
|
|
404
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.25M
|
+$3.45K
|
+28
|
+0.3%
|
|
|
405
|
Impax Asset Management Group
London,
United Kingdom
|
$1.25M
|
+$132K
|
+1,070
|
+11%
|
|
|
406
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.25M
|
–
|
–
|
–
|
|
|
407
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.24M
|
+$96K
|
+779
|
+8%
|
|
|
408
|
Evercore Wealth Management
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
409
|
Leavell Investment Management
Mobile,
Alabama
|
$1.23M
|
–
|
–
|
–
|
|
|
410
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.23M
|
-$6.16K
|
-50
|
-0.5%
|
|
|
411
|
Caxton Associates (New York)
New York
|
$1.22M
|
+$1.27M
|
+10,276
|
New
|
|
|
412
|
Private Trust Company
Cleveland,
Ohio
|
$1.21M
|
+$21.7K
|
+176
|
+2%
|
|
|
413
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.21M
|
-$159K
|
-1,291
|
-11%
|
|
|
414
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$1.18M
|
+$513K
|
+4,161
|
+72%
|
|
|
415
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.16M
|
+$882K
|
+7,155
|
+269%
|
|
|
416
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.16M
|
+$67.4K
|
+547
|
+6%
|
|
|
417
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.16M
|
-$45.2K
|
-367
|
-4%
|
|
|
418
|
Teza Capital Management
Chicago,
Illinois
|
$1.15M
|
+$831K
|
+6,746
|
+226%
|
|
|
419
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
420
|
Strategic Advisors
New York
|
$1.14M
|
-$153K
|
-1,243
|
-11%
|
|
|
421
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.13M
|
+$135K
|
+1,095
|
+13%
|
|
|
422
|
Argent Advisors
Monroe,
Louisiana
|
$1.13M
|
+$26.4K
|
+214
|
+2%
|
|
|
423
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.12M
|
+$249K
|
+2,023
|
+27%
|
|
|
424
|
Burney Company
Reston,
Virginia
|
$1.11M
|
-$45.5K
|
-369
|
-4%
|
|
|
425
|
Claro Advisors
Boston,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
