|
526
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$103K
|
–
|
–
|
–
|
|
|
527
|
Crewe Advisors
Salt Lake City,
Utah
|
$101K
|
–
|
–
|
–
|
|
|
528
|
D.J. St. Germain
Springfield,
Massachusetts
|
$99.4K
|
+$102K
|
+4,212
|
New
|
|
|
529
|
AssetMark Inc
Concord,
California
|
$98.2K
|
+$9.48K
|
+392
|
+10%
|
|
|
530
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$98.2K
|
–
|
–
|
–
|
|
|
531
|
High Note Wealth
Deephaven,
Minnesota
|
$95.9K
|
–
|
–
|
–
|
|
|
532
|
Arlington Trust
Birmingham,
Alabama
|
$91.7K
|
–
|
–
|
–
|
|
|
533
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$81K
|
+$83K
|
+3,432
|
New
|
|
|
534
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$79.3K
|
–
|
–
|
–
|
|
|
535
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$76.8K
|
+$78.6K
|
+3,253
|
New
|
|
|
536
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$76.4K
|
–
|
–
|
–
|
|
|
537
|
|
$74.3K
|
-$22.2K
|
-917
|
-23%
|
|
|
538
|
Aspect Partners
Fairfax,
Virginia
|
$71K
|
–
|
–
|
–
|
|
|
539
|
SYM Financial Corp
Winona Lake,
Indiana
|
$68.2K
|
–
|
–
|
–
|
|
|
540
|
Coldstream Capital Management
Bellevue,
Washington
|
$61.9K
|
+$63.4K
|
+2,622
|
New
|
|
|
541
|
Private Wealth Management Group
Princeton,
New Jersey
|
$61.1K
|
+$62.5K
|
+2,586
|
New
|
|
|
542
|
Asset Dedication LLC
San Francisco,
California
|
$60.5K
|
+$218
|
+9
|
+0.4%
|
|
|
543
|
SJS Investment Consulting
Sylvania,
Ohio
|
$59.6K
|
–
|
–
|
–
|
|
|
544
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$57.2K
|
+$58.6K
|
+2,424
|
New
|
|
|
545
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$56.2K
|
–
|
–
|
–
|
|
|
546
|
Bellevue Asset Management
Bellevue,
Washington
|
$55.9K
|
–
|
–
|
–
|
|
|
547
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$52.3K
|
+$31.3K
|
+1,293
|
+140%
|
|
|
548
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
549
|
Iron Horse Wealth Management
Johston,
Iowa
|
$50.2K
|
–
|
–
|
–
|
|
|
550
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$49.6K
|
–
|
–
|
–
|
|
