|
526
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$950K
|
-$492K
|
-4,545
|
-34%
|
|
|
527
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$948K
|
-$164K
|
-1,514
|
-15%
|
|
|
528
|
Beaumont Capital Management
Boston,
Massachusetts
|
$948K
|
+$936K
|
+8,648
|
New
|
|
|
529
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$939K
|
-$8.88K
|
-82
|
-0.9%
|
|
|
530
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$939K
|
+$5.74K
|
+53
|
+0.6%
|
|
|
531
|
Investment House LLC
Redondo Beach,
California
|
$933K
|
-$14.6K
|
-135
|
-2%
|
|
|
532
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$933K
|
+$922K
|
+8,512
|
New
|
|
|
533
|
PFG Advisors
Phoenix,
Arizona
|
$930K
|
+$23.5K
|
+217
|
+3%
|
|
|
534
|
BCWM LLC
Overland Park,
Kansas
|
$925K
|
+$58.5K
|
+540
|
+7%
|
|
|
535
|
Occidental Asset Management
Burlingame,
California
|
$924K
|
-$415K
|
-3,828
|
-31%
|
|
|
536
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$913K
|
-$58.5K
|
-540
|
-6%
|
|
|
537
|
Allie Family Office
Miami,
Florida
|
$913K
|
–
|
–
|
–
|
|
|
538
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$906K
|
+$683K
|
+6,312
|
+314%
|
|
|
539
|
Enzi Wealth
Austin,
Texas
|
$899K
|
-$1.07M
|
-9,899
|
-54%
|
|
|
540
|
Security Financial Services
Fort Wayne,
Indiana
|
$891K
|
-$1.11M
|
-10,241
|
-56%
|
|
|
541
|
Larson Financial Group
St Louis,
Missouri
|
$887K
|
+$738K
|
+6,816
|
+536%
|
|
|
542
|
Personal CFO Solutions
Chester,
New Jersey
|
$880K
|
+$10.2K
|
+94
|
+1%
|
|
|
543
|
NWAM LLC
Mercer Island,
Washington
|
$878K
|
-$1.34M
|
-12,418
|
-61%
|
|
|
544
|
Worth Asset Management
Dallas,
Texas
|
$874K
|
+$864K
|
+7,976
|
New
|
|
|
545
|
Venture Visionary Partners
Sylvania,
Ohio
|
$867K
|
+$21.3K
|
+197
|
+3%
|
|
|
546
|
E Fund Management
Guangzhou,
China
|
$866K
|
–
|
–
|
–
|
|
|
547
|
E Fund Management (HK)
Central,
Hong Kong
|
$866K
|
–
|
–
|
–
|
|
|
548
|
Brown Brothers Harriman & Co
New York
|
$859K
|
+$834K
|
+7,700
|
+5,620%
|
|
|
549
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$858K
|
-$167K
|
-1,544
|
-16%
|
|
|
550
|
Private Trust Company
Cleveland,
Ohio
|
$857K
|
-$120K
|
-1,110
|
-12%
|
|
