|
1601
|
Cerity Partners OCIO
New York
|
$440K
|
+$51.8K
|
+227
|
+14%
|
|
|
1602
|
Tarbox Family Office
Newport Beach,
California
|
$439K
|
–
|
–
|
–
|
|
|
1603
|
Members Trust
Tampa,
Florida
|
$438K
|
+$424K
|
+1,858
|
New
|
|
|
1604
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$436K
|
-$104K
|
-456
|
-20%
|
|
|
1605
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$435K
|
-$327K
|
-1,432
|
-44%
|
|
|
1606
|
Ballast Advisors
Woodbury,
Minnesota
|
$435K
|
-$6.39K
|
-28
|
-1%
|
|
|
1607
|
Partnervest Advisory Services
Santa Barbara,
California
|
$434K
|
-$80.1K
|
-351
|
-16%
|
|
|
1608
|
|
$434K
|
-$12.5K
|
-55
|
-3%
|
|
|
1609
|
Ayrshire Capital Management
Westport,
Connecticut
|
$433K
|
-$218K
|
-956
|
-34%
|
|
|
1610
|
TrueWealth LLC
Atlanta,
Georgia
|
$433K
|
–
|
–
|
–
|
|
|
1611
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$432K
|
-$5.7K
|
-25
|
-1%
|
|
|
1612
|
Aljian Capital Management
Carson City,
Nevada
|
$432K
|
–
|
–
|
–
|
|
|
1613
|
Strategic Wealth Partners
Independence,
Ohio
|
$430K
|
-$277K
|
-1,213
|
-40%
|
|
|
1614
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$430K
|
–
|
–
|
–
|
|
|
1615
|
Cozad Asset Management
Champaign,
Illinois
|
$429K
|
+$22.8K
|
+100
|
+6%
|
|
|
1616
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$429K
|
+$415K
|
+1,817
|
New
|
|
|
1617
|
Spreng Capital Management
Bucyrus,
Ohio
|
$428K
|
-$30.8K
|
-135
|
-7%
|
|
|
1618
|
Merit Financial Group
Alpharetta,
Georgia
|
$428K
|
-$8.9K
|
-39
|
-2%
|
|
|
1619
|
Starfire Investment Advisers
Southfield,
Michigan
|
$428K
|
–
|
–
|
–
|
|
|
1620
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$428K
|
+$24.9K
|
+109
|
+6%
|
|
|
1621
|
Columbus Macro
New Castle,
Pennsylvania
|
$426K
|
-$54.5K
|
-239
|
-12%
|
|
|
1622
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$426K
|
-$3.19K
|
-14
|
-0.8%
|
|
|
1623
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$424K
|
+$12.8K
|
+56
|
+3%
|
|
|
1624
|
Financial Advisors
Andover,
Massachusetts
|
$423K
|
–
|
–
|
–
|
|
|
1625
|
Trillium Asset Management
Boston,
Massachusetts
|
$422K
|
-$253K
|
-1,110
|
-38%
|
|
