|
1876
|
Vance Wealth
Santa Clarita,
California
|
$654K
|
-$69.8K
|
-593
|
-9%
|
|
|
1877
|
Athena Investment Management
Orinda,
California
|
$654K
|
-$4.24K
|
-36
|
-0.6%
|
|
|
1878
|
National Wealth Management Group
Cincinnati,
Ohio
|
$652K
|
+$69.4K
|
+589
|
+12%
|
|
|
1879
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$652K
|
-$1.41K
|
-12
|
-0.2%
|
|
|
1880
|
Mission Creek Capital Partners
San Francisco,
California
|
$651K
|
-$31.9K
|
-271
|
-4%
|
|
|
1881
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$650K
|
+$12.4K
|
+105
|
+2%
|
|
|
1882
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$649K
|
-$42.5K
|
-361
|
-6%
|
|
|
1883
|
Morton Capital Management
Calabasas,
California
|
$648K
|
+$236
|
+2
|
+0%
|
|
|
1884
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$647K
|
+$66.2K
|
+562
|
+11%
|
|
|
1885
|
Flynn Zito Capital Management
Garden City,
New York
|
$644K
|
-$31.9K
|
-271
|
-5%
|
|
|
1886
|
William Mack & Associates
Troy,
Michigan
|
$644K
|
+$824
|
+7
|
+0.1%
|
|
|
1887
|
Sivia Capital Partners
Mill Valley,
California
|
$643K
|
+$17.2K
|
+146
|
+3%
|
|
|
1888
|
Delta Investment Management
San Francisco,
California
|
$642K
|
+$28.4K
|
+241
|
+4%
|
|
|
1889
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$641K
|
-$1.3K
|
-11
|
-0.2%
|
|
|
1890
|
LSV Asset Management
Chicago,
Illinois
|
$641K
|
–
|
–
|
–
|
|
|
1891
|
Schulhoff & Co
Cincinnati,
Ohio
|
$641K
|
-$8.95K
|
-76
|
-1%
|
|
|
1892
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$640K
|
+$243K
|
+2,067
|
+59%
|
|
|
1893
|
Harvey Investment Company
Louisville,
Kentucky
|
$640K
|
–
|
–
|
–
|
|
|
1894
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$639K
|
-$8.95K
|
-76
|
-1%
|
|
|
1895
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$639K
|
+$3.53K
|
+30
|
+0.5%
|
|
|
1896
|
Oslo Pensjonsforsikring
Oslo,
|
$639K
|
–
|
–
|
–
|
|
|
1897
|
Financial Perspectives
Minneapolis,
Minnesota
|
$639K
|
-$589
|
-5
|
-0.1%
|
|
|
1898
|
Novare Capital Management
Charlotte,
North Carolina
|
$637K
|
-$4.24K
|
-36
|
-0.6%
|
|
|
1899
|
Neumann Capital Management
Foster City,
California
|
$637K
|
–
|
–
|
–
|
|
|
1900
|
Plancorp LLC
Saint Louis,
Missouri
|
$636K
|
-$131K
|
-1,114
|
-17%
|
|
