|
551
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$721K
|
–
|
–
|
–
|
|
|
552
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$714K
|
+$83.9K
|
+464
|
+15%
|
|
|
553
|
Csenge Advisory Group
Clearwater,
Florida
|
$704K
|
+$213K
|
+1,178
|
+51%
|
|
|
554
|
Portside Wealth Group
Provo,
Utah
|
$702K
|
+$115K
|
+635
|
+22%
|
|
|
555
|
Covenant Partners
Nashville,
Tennessee
|
$696K
|
–
|
–
|
–
|
|
|
556
|
Roundview Capital
Princeton,
New Jersey
|
$694K
|
+$33.3K
|
+184
|
+6%
|
|
|
557
|
|
$686K
|
-$390K
|
-2,155
|
-39%
|
|
|
558
|
Wealthfront Advisers
Palo Alto,
California
|
$681K
|
+$129K
|
+711
|
+27%
|
|
|
559
|
Silver Oak Securities
Jackson,
Tennessee
|
$680K
|
+$597K
|
+3,304
|
New
|
|
|
560
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$679K
|
+$604K
|
+3,343
|
New
|
|
|
561
|
Valmark Advisers
Akron,
Ohio
|
$679K
|
+$3.25K
|
+18
|
+0.5%
|
|
|
562
|
Everence Capital Management
Goshen,
Indiana
|
$676K
|
+$602K
|
+3,330
|
New
|
|
|
563
|
Shira Ridge Wealth Management
Larkspur,
California
|
$662K
|
+$49.5K
|
+274
|
+9%
|
|
|
564
|
SBI Securities
Tokyo,
Japan
|
$661K
|
+$589K
|
+3,257
|
New
|
|
|
565
|
Lombard Odier Asset Management (USA)
New York
|
$656K
|
+$584K
|
+3,229
|
New
|
|
|
566
|
Belpointe Asset Management
Reno,
Nevada
|
$653K
|
-$611K
|
-3,380
|
-83%
|
|
|
567
|
|
$650K
|
+$6.69K
|
+37
|
+1%
|
|
|
568
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$629K
|
+$24.8K
|
+137
|
+5%
|
|
|
569
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$621K
|
+$62K
|
+343
|
+13%
|
|
|
570
|
Florida Financial Advisors
Tampa,
Florida
|
$617K
|
+$107K
|
+590
|
+24%
|
|
|
571
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$614K
|
-$665K
|
-3,681
|
-55%
|
|
|
572
|
NEOS Investment Management
Westport,
Connecticut
|
$610K
|
-$3.98K
|
-22
|
-0.7%
|
|
|
573
|
Prospera Financial Services
Dallas,
Texas
|
$602K
|
-$53.7K
|
-297
|
-9%
|
|
|
574
|
Cynosure Group
Salt Lake City,
Utah
|
$597K
|
-$325K
|
-1,798
|
-38%
|
|
|
575
|
Evergreen Capital Management
Bellevue,
Washington
|
$596K
|
+$1.26K
|
+7
|
+0.2%
|
|
