|
1001
|
Marcum Wealth
Cleveland,
Ohio
|
$516K
|
+$46.9K
|
+369
|
+11%
|
|
|
1002
|
First Command Bank
Fort Worth,
Texas
|
$513K
|
–
|
–
|
–
|
|
|
1003
|
First Command Financial Services
Fort Worth,
Texas
|
$513K
|
–
|
–
|
–
|
|
|
1004
|
|
$513K
|
-$66.1K
|
-520
|
-12%
|
|
|
1005
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$513K
|
-$66.1K
|
-520
|
-12%
|
|
|
1006
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$513K
|
-$312K
|
-2,455
|
-39%
|
|
|
1007
|
Zhang Financial
Portage,
Michigan
|
$512K
|
–
|
–
|
–
|
|
|
1008
|
Krane Funds Advisors
New York
|
$512K
|
+$23.5K
|
+185
|
+5%
|
|
|
1009
|
AssetMark Inc
Concord,
California
|
$512K
|
+$198K
|
+1,560
|
+71%
|
|
|
1010
|
Gratus Capital
Atlanta,
Georgia
|
$510K
|
-$28.7K
|
-226
|
-6%
|
|
|
1011
|
Algert Global
San Francisco,
California
|
$510K
|
–
|
–
|
–
|
|
|
1012
|
Profund Advisors
Bethesda,
Maryland
|
$509K
|
+$46.9K
|
+369
|
+11%
|
|
|
1013
|
Alethea Capital Management
Mercer Island,
Washington
|
$509K
|
+$82.7K
|
+651
|
+21%
|
|
|
1014
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$507K
|
-$6.35K
|
-50
|
-1%
|
|
|
1015
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$507K
|
+$116K
|
+912
|
+32%
|
|
|
1016
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$506K
|
+$1.27K
|
+10
|
+0.3%
|
|
|
1017
|
High Net Worth Advisory Group
Naples,
Florida
|
$505K
|
–
|
–
|
–
|
|
|
1018
|
Fund Management at Engine No 1
San Francisco,
California
|
$504K
|
+$59.6K
|
+469
|
+14%
|
|
|
1019
|
SignalPoint Asset Management
Springfield,
Missouri
|
$503K
|
-$6.35K
|
-50
|
-1%
|
|
|
1020
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$502K
|
-$22.2K
|
-175
|
-5%
|
|
|
1021
|
Northeast Financial Consultants
Westport,
Connecticut
|
$501K
|
–
|
–
|
–
|
|
|
1022
|
Valmark Advisers
Akron,
Ohio
|
$500K
|
–
|
–
|
–
|
|
|
1023
|
Meeder Asset Management
Dublin,
Ohio
|
$500K
|
+$76.6K
|
+603
|
+20%
|
|
|
1024
|
Aspire Private Capital
Cornelius,
North Carolina
|
$499K
|
+$2.41K
|
+19
|
+0.5%
|
|
|
1025
|
Retirement Guys Formula
Maumee,
Ohio
|
$497K
|
+$63.3K
|
+498
|
+16%
|
|
