|
1501
|
Strategic Financial Concepts
San Antonio,
Texas
|
$550K
|
+$568K
|
+5,684
|
New
|
|
|
1502
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$548K
|
–
|
–
|
–
|
|
|
1503
|
Private Asset Management
San Diego,
California
|
$545K
|
-$7K
|
-70
|
-1%
|
|
|
1504
|
MY Wealth Management
Germantown,
Maryland
|
$545K
|
+$5.9K
|
+59
|
+1%
|
|
|
1505
|
Donaldson Capital Management
Evansville,
Indiana
|
$545K
|
-$6.8K
|
-68
|
-1%
|
|
|
1506
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$544K
|
+$47.1K
|
+471
|
+9%
|
|
|
1507
|
Advisor Partners II
Walnut Creek,
California
|
$538K
|
+$556K
|
+5,563
|
New
|
|
|
1508
|
Eagle Bay Advisors
New York
|
$537K
|
+$108K
|
+1,083
|
+24%
|
|
|
1509
|
First Ascent Asset Management
Denver,
Colorado
|
$535K
|
+$554K
|
+5,537
|
New
|
|
|
1510
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$534K
|
+$2.8K
|
+28
|
+0.5%
|
|
|
1511
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$534K
|
+$84.8K
|
+848
|
+18%
|
|
|
1512
|
RWA Wealth Partners
Newton,
Massachusetts
|
$533K
|
+$104K
|
+1,036
|
+23%
|
|
|
1513
|
ClearBridge Investments
New York
|
$531K
|
-$44.3K
|
-443
|
-7%
|
|
|
1514
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$530K
|
+$20.2K
|
+202
|
+4%
|
|
|
1515
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$530K
|
+$34.5K
|
+345
|
+7%
|
|
|
1516
|
Vista Capital Partners
Portland,
Oregon
|
$530K
|
-$5.8K
|
-58
|
-1%
|
|
|
1517
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$528K
|
-$3.9K
|
-39
|
-0.7%
|
|
|
1518
|
Stokes Family Office
New Orleans,
Louisiana
|
$528K
|
-$161K
|
-1,609
|
-23%
|
|
|
1519
|
Strategic Wealth Partners
Independence,
Ohio
|
$527K
|
-$220K
|
-2,205
|
-29%
|
|
|
1520
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$526K
|
-$13K
|
-130
|
-2%
|
|
|
1521
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$525K
|
+$542K
|
+5,425
|
New
|
|
|
1522
|
Gotham Asset Management
New York
|
$523K
|
+$541K
|
+5,410
|
New
|
|
|
1523
|
Strategic Financial Planning
Plano,
Texas
|
$523K
|
–
|
–
|
–
|
|
|
1524
|
Willow Creek Wealth Management
Sebastopol,
California
|
$519K
|
-$23.9K
|
-239
|
-4%
|
|
|
1525
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$517K
|
+$4K
|
+40
|
+0.8%
|
|
