|
501
|
Retirement Guys Formula
Maumee,
Ohio
|
$570K
|
+$379K
|
+10,241
|
+132%
|
|
|
502
|
Aquila Investment Management
New York
|
$570K
|
–
|
–
|
–
|
|
|
503
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$562K
|
-$16.6K
|
-449
|
-2%
|
|
|
504
|
KeyBank National Association
Cleveland,
Ohio
|
$560K
|
-$724K
|
-19,559
|
-53%
|
|
|
505
|
Western Financial Corp
San Diego,
California
|
$560K
|
+$655K
|
+17,689
|
New
|
|
|
506
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$559K
|
-$105K
|
-2,840
|
-14%
|
|
|
507
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$552K
|
-$17.7K
|
-478
|
-3%
|
|
|
508
|
Old National Bancorp
Evansville,
Indiana
|
$551K
|
+$388K
|
+10,463
|
+150%
|
|
|
509
|
Legacy Capital Group California
Los Gatos,
California
|
$549K
|
+$643K
|
+17,359
|
New
|
|
|
510
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$542K
|
-$33K
|
-890
|
-5%
|
|
|
511
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$536K
|
+$628K
|
+16,951
|
New
|
|
|
512
|
CM Wealth Advisors
Beachwood,
Ohio
|
$536K
|
+$626K
|
+16,890
|
New
|
|
|
513
|
Fayez Sarofim & Co
Houston,
Texas
|
$536K
|
–
|
–
|
–
|
|
|
514
|
Capital International Inc
Los Angeles,
California
|
$535K
|
–
|
–
|
–
|
|
|
515
|
Great Lakes Retirement
Sandusky,
Ohio
|
$532K
|
+$40.1K
|
+1,082
|
+7%
|
|
|
516
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$528K
|
+$259
|
+7
|
+0%
|
|
|
517
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$510K
|
+$597K
|
+16,119
|
New
|
|
|
518
|
Tower Research Capital (TRC)
New York
|
$503K
|
-$220K
|
-5,952
|
-27%
|
|
|
519
|
Avalon Investment & Advisory
Houston,
Texas
|
$503K
|
+$44.3K
|
+1,197
|
+8%
|
|
|
520
|
Diversified Trust
Memphis,
Tennessee
|
$498K
|
+$245K
|
+6,620
|
+72%
|
|
|
521
|
Krilogy Financial
St. Louis,
Missouri
|
$498K
|
-$252K
|
-6,800
|
-30%
|
|
|
522
|
Burns Matteson Capital Management
Corning,
New York
|
$498K
|
+$582K
|
+15,724
|
New
|
|
|
523
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$496K
|
+$16.8K
|
+454
|
+3%
|
|
|
524
|
Beacon Pointe Advisors
Newport Beach,
California
|
$495K
|
+$127K
|
+3,423
|
+28%
|
|
|
525
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$492K
|
+$576K
|
+15,557
|
New
|
|
