|
1026
|
Tortoise Investment Management
White Plains,
New York
|
$531K
|
–
|
–
|
–
|
|
|
1027
|
Mission Creek Capital Partners
San Francisco,
California
|
$529K
|
–
|
–
|
–
|
|
|
1028
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$527K
|
-$150K
|
-2,628
|
-23%
|
|
|
1029
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$526K
|
+$86.3K
|
+1,516
|
+21%
|
|
|
1030
|
Cozad Asset Management
Champaign,
Illinois
|
$524K
|
–
|
–
|
–
|
|
|
1031
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$521K
|
+$488K
|
+8,576
|
New
|
|
|
1032
|
Burney Company
Reston,
Virginia
|
$520K
|
-$579K
|
-10,180
|
-54%
|
|
|
1033
|
Weatherly Asset Management
Del Mar,
California
|
$520K
|
–
|
–
|
–
|
|
|
1034
|
Sepio Capital
Salt Lake City,
Utah
|
$518K
|
–
|
–
|
–
|
|
|
1035
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$516K
|
+$35.1K
|
+616
|
+8%
|
|
|
1036
|
Checchi Capital Advisers
Beverly Hills,
California
|
$515K
|
+$30.5K
|
+536
|
+7%
|
|
|
1037
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$511K
|
+$82K
|
+1,440
|
+20%
|
|
|
1038
|
RGT Wealth Advisors
Dallas,
Texas
|
$510K
|
+$56.2K
|
+988
|
+13%
|
|
|
1039
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
1040
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$507K
|
–
|
–
|
–
|
|
|
1041
|
Private Wealth Partners
Mill Valley,
California
|
$507K
|
–
|
–
|
–
|
|
|
1042
|
Steph & Co
Marinette,
Wisconsin
|
$507K
|
+$1.59K
|
+28
|
+0.3%
|
|
|
1043
|
Wealth Management Partners
Tucson,
Arizona
|
$507K
|
+$463K
|
+8,136
|
New
|
|
|
1044
|
CFO4Life Group
Coppell,
Texas
|
$506K
|
+$683
|
+12
|
+0.1%
|
|
|
1045
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$506K
|
+$456K
|
+8,008
|
New
|
|
|
1046
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$505K
|
–
|
–
|
–
|
|
|
1047
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$505K
|
–
|
–
|
–
|
|
|
1048
|
Mirsky Financial Management
Rochester,
New York
|
$505K
|
–
|
–
|
–
|
|
|
1049
|
Advisor Partners
Walnut Creek,
California
|
$505K
|
+$34.8K
|
+612
|
+8%
|
|
|
1050
|
SteelPeak Wealth
Woodland Hills,
California
|
$504K
|
+$13.4K
|
+236
|
+3%
|
|
