|
526
|
LifeSteps Financial
Claremont,
California
|
$1.49M
|
-$16.8K
|
-205
|
-1%
|
|
|
527
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.49M
|
-$1.53M
|
-18,614
|
-95%
|
|
|
528
|
McLean Asset Management
Tysons,
Virginia
|
$1.48M
|
-$61.2K
|
-745
|
-4%
|
|
|
529
|
Element Pointe Advisors
Miami,
Florida
|
$1.47M
|
–
|
–
|
–
|
|
|
530
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.46M
|
-$1.29M
|
-15,736
|
-47%
|
|
|
531
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.45M
|
-$13.2K
|
-161
|
-0.9%
|
|
|
532
|
Black Diamond Financial
Towson,
Maryland
|
$1.44M
|
-$895K
|
-10,894
|
-38%
|
|
|
533
|
Aspiriant LLC
Los Angeles,
California
|
$1.44M
|
-$295K
|
-3,587
|
-17%
|
|
|
534
|
Prospera Financial Services
Dallas,
Texas
|
$1.43M
|
-$88.2K
|
-1,073
|
-6%
|
|
|
535
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.43M
|
+$208K
|
+2,537
|
+17%
|
|
|
536
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.42M
|
-$79.6K
|
-968
|
-5%
|
|
|
537
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.42M
|
+$252K
|
+3,062
|
+21%
|
|
|
538
|
Independent Financial Group
San Diego,
California
|
$1.42M
|
+$241K
|
+2,928
|
+20%
|
|
|
539
|
Insight Folios
Charlotte,
North Carolina
|
$1.41M
|
+$26.5K
|
+323
|
+2%
|
|
|
540
|
Lincoln Capital
Lincoln,
Nebraska
|
$1.41M
|
+$3.04K
|
+37
|
+0.2%
|
|
|
541
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.4M
|
+$81.4K
|
+990
|
+6%
|
|
|
542
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$1.39M
|
+$660K
|
+8,036
|
+91%
|
|
|
543
|
Wealthspire Advisors (New York)
New York
|
$1.38M
|
+$424K
|
+5,156
|
+44%
|
|
|
544
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.38M
|
-$423K
|
-5,150
|
-23%
|
|
|
545
|
Capital City Trust
Tallahassee,
Florida
|
$1.37M
|
–
|
–
|
–
|
|
|
546
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$1.37M
|
–
|
–
|
–
|
|
|
547
|
Webster Bank
Waterbury,
Connecticut
|
$1.36M
|
-$312K
|
-3,791
|
-19%
|
|
|
548
|
Rinet Company
Boston,
Massachusetts
|
$1.33M
|
+$108K
|
+1,309
|
+9%
|
|
|
549
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.32M
|
+$637K
|
+7,750
|
+92%
|
|
|
550
|
Latitude Advisors
Vero Beach,
Florida
|
$1.31M
|
+$649K
|
+7,893
|
+98%
|
|
