|
1501
|
LifePlan Financial Group
Dayton,
Ohio
|
$537K
|
–
|
–
|
–
|
|
|
1502
|
Montecito Bank & Trust
Santa Barbara,
California
|
$536K
|
-$152K
|
-1,591
|
-20%
|
|
|
1503
|
Destination Wealth Management
Walnut Creek,
California
|
$535K
|
-$16.1M
|
-169,078
|
-96%
|
|
|
1504
|
Community Trust & Investment
Versailles,
Kentucky
|
$535K
|
-$11.4M
|
-119,848
|
-95%
|
|
|
1505
|
Oxbow Advisors
Austin,
Texas
|
$535K
|
-$203K
|
-2,125
|
-25%
|
|
|
1506
|
|
$534K
|
-$308K
|
-3,226
|
-34%
|
|
|
1507
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$533K
|
-$263K
|
-2,755
|
-30%
|
|
|
1508
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$533K
|
+$608K
|
+6,372
|
New
|
|
|
1509
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$533K
|
+$189K
|
+1,983
|
+45%
|
|
|
1510
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$532K
|
-$186K
|
-1,952
|
-23%
|
|
|
1511
|
BSW Wealth Partners
Boulder,
Colorado
|
$530K
|
-$13.8K
|
-145
|
-2%
|
|
|
1512
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$528K
|
-$719K
|
-7,527
|
-54%
|
|
|
1513
|
SYM Financial Corp
Winona Lake,
Indiana
|
$526K
|
+$600K
|
+6,286
|
New
|
|
|
1514
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$525K
|
+$65.1K
|
+682
|
+12%
|
|
|
1515
|
Opus Investment Management
Worcester,
Massachusetts
|
$524K
|
-$2.82M
|
-29,588
|
-83%
|
|
|
1516
|
Alerus Financial
Grand Forks,
North Dakota
|
$523K
|
-$6.86M
|
-71,853
|
-92%
|
|
|
1517
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$521K
|
+$197K
|
+2,060
|
+49%
|
|
|
1518
|
Chelsea Counsel Company
Los Angeles,
California
|
$519K
|
-$621K
|
-6,500
|
-51%
|
|
|
1519
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$518K
|
-$1.93M
|
-20,191
|
-77%
|
|
|
1520
|
Chatham Capital Group
Savannah,
Georgia
|
$518K
|
-$115K
|
-1,202
|
-16%
|
|
|
1521
|
Asset Dedication LLC
San Francisco,
California
|
$517K
|
-$121K
|
-1,263
|
-17%
|
|
|
1522
|
Alexandria Capital
Arlington,
Virginia
|
$517K
|
-$84.8K
|
-888
|
-13%
|
|
|
1523
|
Evanson Asset Management
Carmel,
California
|
$517K
|
+$90.7K
|
+950
|
+18%
|
|
|
1524
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$514K
|
+$587K
|
+6,151
|
New
|
|
|
1525
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$513K
|
+$172K
|
+1,799
|
+42%
|
|
