|
401
|
TrueWealth LLC
Atlanta,
Georgia
|
$674K
|
+$30.1K
|
+386
|
+5%
|
|
|
402
|
Zhang Financial
Portage,
Michigan
|
$668K
|
-$995K
|
-12,753
|
-60%
|
|
|
403
|
Duncker Streett & Co
St. Louis,
Missouri
|
$664K
|
-$16.8K
|
-216
|
-2%
|
|
|
404
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$627K
|
+$622K
|
+7,982
|
New
|
|
|
405
|
Davenport & Co
Richmond,
Virginia
|
$626K
|
-$42.2K
|
-541
|
-6%
|
|
|
406
|
Todd Asset Management
Louisville,
Kentucky
|
$618K
|
-$275K
|
-3,526
|
-31%
|
|
|
407
|
Highwater Wealth Management
Glendale,
Colorado
|
$618K
|
+$614K
|
+7,869
|
New
|
|
|
408
|
Level Four Advisory Services
Dallas,
Texas
|
$617K
|
+$230K
|
+2,951
|
+60%
|
|
|
409
|
Capital City Trust
Tallahassee,
Florida
|
$615K
|
–
|
–
|
–
|
|
|
410
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$613K
|
-$1.51M
|
-19,400
|
-71%
|
|
|
411
|
Element Pointe Advisors
Miami,
Florida
|
$609K
|
+$605K
|
+7,757
|
New
|
|
|
412
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$605K
|
+$146K
|
+1,874
|
+32%
|
|
|
413
|
LVW Advisors
Pittsford,
New York
|
$604K
|
+$82.6K
|
+1,059
|
+16%
|
|
|
414
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$602K
|
-$31.8K
|
-408
|
-5%
|
|
|
415
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$601K
|
-$268K
|
-3,436
|
-31%
|
|
|
416
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$600K
|
-$107K
|
-1,374
|
-15%
|
|
|
417
|
Maple Capital Management
Montpelier,
Vermont
|
$599K
|
+$8.89K
|
+114
|
+2%
|
|
|
418
|
FCG Advisors
Chatham,
New Jersey
|
$599K
|
+$105K
|
+1,341
|
+21%
|
|
|
419
|
Bessemer Group
Woodbridge,
New Jersey
|
$596K
|
-$18K
|
-231
|
-3%
|
|
|
420
|
Meeder Asset Management
Dublin,
Ohio
|
$574K
|
+$283K
|
+3,635
|
+99%
|
|
|
421
|
Autus Asset Management
Scottsdale,
Arizona
|
$567K
|
-$32.2K
|
-413
|
-5%
|
|
|
422
|
Pinnacle Associates
New York
|
$565K
|
+$250K
|
+3,204
|
+80%
|
|
|
423
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$561K
|
–
|
–
|
–
|
|
|
424
|
SouthState Corp
Winter Haven,
Florida
|
$557K
|
-$266K
|
-3,412
|
-32%
|
|
|
425
|
Meridian Investment Counsel
Lafayette,
California
|
$552K
|
-$23.4K
|
-300
|
-4%
|
|
