|
551
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$9.42M
|
-$298K
|
-665
|
-3%
|
|
|
552
|
Virtue Capital Management
Brentwood,
Tennessee
|
$9.42M
|
+$7.97M
|
+17,794
|
+365%
|
|
|
553
|
Transcend Capital Advisors
Madison,
New Jersey
|
$9.38M
|
+$926K
|
+2,068
|
+10%
|
|
|
554
|
Vivaldi Capital Management
Chicago,
Illinois
|
$9.34M
|
+$291K
|
+649
|
+3%
|
|
|
555
|
Mirador Capital Partners
Pleasanton,
California
|
$9.3M
|
+$8.3M
|
+18,543
|
+604%
|
|
|
556
|
NDWM LLC
La Jolla,
California
|
$9.29M
|
+$555K
|
+1,240
|
+6%
|
|
|
557
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$9.26M
|
-$556K
|
-1,242
|
-6%
|
|
|
558
|
Addison Capital
Conshohocken,
Pennsylvania
|
$9.23M
|
+$2.46M
|
+5,494
|
+34%
|
|
|
559
|
HeadInvest LLC
Portland,
Maine
|
$9.21M
|
+$732K
|
+1,635
|
+8%
|
|
|
560
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.2M
|
-$493K
|
-1,101
|
-5%
|
|
|
561
|
WealthBridge Capital Management
Westerville,
Ohio
|
$9.19M
|
-$157K
|
-351
|
-2%
|
|
|
562
|
Callan Family Office
Radnor,
Pennsylvania
|
$9.17M
|
+$1.08M
|
+2,415
|
+13%
|
|
|
563
|
Biltmore Wealth Management
Tempe,
Arizona
|
$9.12M
|
-$2.16M
|
-4,822
|
-19%
|
|
|
564
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$9.12M
|
+$250K
|
+559
|
+3%
|
|
|
565
|
Tidal Investments
Milwaukee,
Wisconsin
|
$9.1M
|
-$56.2M
|
-125,403
|
-86%
|
|
|
566
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$9.08M
|
+$743K
|
+1,659
|
+9%
|
|
|
567
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$9.08M
|
-$4.33M
|
-9,679
|
-31%
|
|
|
568
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$9.06M
|
-$741K
|
-1,654
|
-7%
|
|
|
569
|
Howland Capital Management
Boston,
Massachusetts
|
$9.04M
|
–
|
–
|
–
|
|
|
570
|
Koshinski Asset Management
Decatur,
Illinois
|
$9.02M
|
-$117K
|
-262
|
-1%
|
|
|
571
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$8.95M
|
+$750K
|
+1,675
|
+9%
|
|
|
572
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.95M
|
+$852K
|
+1,903
|
+10%
|
|
|
573
|
Versant Capital Management
Phoenix,
Arizona
|
$8.94M
|
-$363K
|
-811
|
-4%
|
|
|
574
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$8.92M
|
+$246K
|
+549
|
+3%
|
|
|
575
|
HCR Wealth Advisors
Los Angeles,
California
|
$8.89M
|
+$827K
|
+1,847
|
+10%
|
|
