|
501
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.02M
|
-$24.6K
|
-50
|
-2%
|
|
|
502
|
Minot Wealth Management
Westwood,
Massachusetts
|
$1.02M
|
+$29K
|
+59
|
+3%
|
|
|
503
|
Zhang Financial
Portage,
Michigan
|
$1.01M
|
+$1.03M
|
+2,106
|
New
|
|
|
504
|
Cozad Asset Management
Champaign,
Illinois
|
$1.01M
|
-$6.88K
|
-14
|
-0.7%
|
|
|
505
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1M
|
-$393K
|
-800
|
-28%
|
|
|
506
|
Summit Trail Advisors
New York
|
$1M
|
–
|
–
|
–
|
|
|
507
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$999K
|
-$4.42M
|
-9,006
|
-81%
|
|
|
508
|
Manchester Capital Management
Manchester,
Vermont
|
$999K
|
–
|
–
|
–
|
|
|
509
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$992K
|
–
|
–
|
–
|
|
|
510
|
CPWM LLC
Seattle,
Washington
|
$988K
|
-$4.91K
|
-10
|
-0.5%
|
|
|
511
|
White Pine Capital
Bloomington,
Minnesota
|
$982K
|
–
|
–
|
–
|
|
|
512
|
TCTC Holdings
Dallas,
Texas
|
$980K
|
–
|
–
|
–
|
|
|
513
|
Trexquant Investment
Stamford,
Connecticut
|
$958K
|
+$978K
|
+1,992
|
New
|
|
|
514
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$951K
|
–
|
–
|
–
|
|
|
515
|
|
$945K
|
–
|
–
|
–
|
|
|
516
|
Prosperity Planning
Kansas City,
Missouri
|
$939K
|
-$9.33K
|
-19
|
-1%
|
|
|
517
|
WealthSource Partners
San Luis Obispo,
California
|
$920K
|
+$940K
|
+1,913
|
New
|
|
|
518
|
D.A. Davidson & Co
Great Falls,
Montana
|
$919K
|
-$165K
|
-336
|
-15%
|
|
|
519
|
Pacific Financial Group
Bellevue,
Washington
|
$918K
|
-$66.3K
|
-135
|
-7%
|
|
|
520
|
First Business Financial Services
Madison,
Wisconsin
|
$908K
|
–
|
–
|
–
|
|
|
521
|
Private Wealth Group
Tampa,
Florida
|
$907K
|
–
|
–
|
–
|
|
|
522
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$907K
|
+$1.97K
|
+4
|
+0.2%
|
|
|
523
|
Joel Isaacson & Co
New York
|
$892K
|
-$48.1K
|
-98
|
-5%
|
|
|
524
|
Frisch Financial Group
Melville,
New York
|
$889K
|
-$24.1K
|
-49
|
-3%
|
|
|
525
|
Petix & Botte Financial
La Mesa,
California
|
$882K
|
+$451K
|
+918
|
+100%
|
|
