|
1526
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
$556K
|
+$564K
|
+5,878
|
New
|
|
|
1527
|
Truepoint Inc
Cincinnati,
Ohio
|
$556K
|
-$76.7K
|
-800
|
-12%
|
|
|
1528
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$556K
|
+$2.49K
|
+26
|
+0.4%
|
|
|
1529
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$554K
|
-$276K
|
-2,882
|
-33%
|
|
|
1530
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$554K
|
-$79.2K
|
-826
|
-12%
|
|
|
1531
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$552K
|
+$4.41K
|
+46
|
+0.8%
|
|
|
1532
|
Trellis Advisors
Ellensburg,
Washington
|
$551K
|
–
|
–
|
–
|
|
|
1533
|
Kearns & Associates
Palos Verdes Estates,
California
|
$550K
|
–
|
–
|
–
|
|
|
1534
|
Copperleaf Capital
Raleigh,
North Carolina
|
$549K
|
-$316K
|
-3,291
|
-36%
|
|
|
1535
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$549K
|
-$4.03K
|
-42
|
-0.7%
|
|
|
1536
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$547K
|
–
|
–
|
–
|
|
|
1537
|
Leisure Capital Management
Costa Mesa,
California
|
$546K
|
+$88K
|
+918
|
+19%
|
|
|
1538
|
Private Asset Management
San Diego,
California
|
$540K
|
-$2.4K
|
-25
|
-0.4%
|
|
|
1539
|
Donaldson Capital Management
Evansville,
Indiana
|
$540K
|
-$48.4K
|
-505
|
-8%
|
|
|
1540
|
Curated Wealth Partners
El Segundo,
California
|
$539K
|
-$21.5K
|
-224
|
-4%
|
|
|
1541
|
DDFG Inc
Thousand Oaks,
California
|
$536K
|
+$544K
|
+5,669
|
New
|
|
|
1542
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$536K
|
-$959
|
-10
|
-0.2%
|
|
|
1543
|
White Pine Capital
Bloomington,
Minnesota
|
$534K
|
+$17.9K
|
+187
|
+3%
|
|
|
1544
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$533K
|
+$540K
|
+5,628
|
New
|
|
|
1545
|
Willow Creek Wealth Management
Sebastopol,
California
|
$531K
|
+$26.1K
|
+272
|
+5%
|
|
|
1546
|
MY Wealth Management
Germantown,
Maryland
|
$528K
|
+$535K
|
+5,578
|
New
|
|
|
1547
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$528K
|
-$8.82K
|
-92
|
-2%
|
|
|
1548
|
Principle Wealth Partners
Madison,
Connecticut
|
$528K
|
-$5.08K
|
-53
|
-0.9%
|
|
|
1549
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$528K
|
-$82.1K
|
-856
|
-13%
|
|
|
1550
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$524K
|
+$19.5K
|
+203
|
+4%
|
|
