|
1001
|
Jennison Associates
New York
|
$346K
|
-$784K
|
-1,461
|
-71%
|
|
|
1002
|
Shaker Investments
Cleveland,
Ohio
|
$346K
|
+$537
|
+1
|
+0.2%
|
|
|
1003
|
XY Planning Network
Bozeman,
Montana
|
$345K
|
-$18.8K
|
-35
|
-5%
|
|
|
1004
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$345K
|
+$32.7K
|
+61
|
+11%
|
|
|
1005
|
PGIM Custom Harvest
Newark,
New Jersey
|
$344K
|
+$88.6K
|
+165
|
+37%
|
|
|
1006
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$342K
|
–
|
–
|
–
|
|
|
1007
|
SPC Financial Inc
Rockville,
Maryland
|
$342K
|
–
|
–
|
–
|
|
|
1008
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$342K
|
+$323K
|
+601
|
New
|
|
|
1009
|
Scarborough Advisors
Annapolis,
Maryland
|
$342K
|
-$5.9K
|
-11
|
-2%
|
|
|
1010
|
SYM Financial Corp
Winona Lake,
Indiana
|
$340K
|
-$1.61K
|
-3
|
-0.5%
|
|
|
1011
|
TriaGen Wealth Management
Calabasas,
California
|
$340K
|
–
|
–
|
–
|
|
|
1012
|
Summa Corp
Tomball,
Texas
|
$340K
|
+$322K
|
+600
|
New
|
|
|
1013
|
Sonora Investment Management Group
Tucson,
Arizona
|
$339K
|
+$321K
|
+599
|
New
|
|
|
1014
|
Corsair Capital Management
New York
|
$338K
|
-$321K
|
-599
|
-50%
|
|
|
1015
|
Evolution Wealth Advisors
Aventura,
Florida
|
$337K
|
-$42.9K
|
-80
|
-12%
|
|
|
1016
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$337K
|
+$24.2K
|
+45
|
+8%
|
|
|
1017
|
Well Done LLC
Holland,
Michigan
|
$334K
|
–
|
–
|
–
|
|
|
1018
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$334K
|
-$537
|
-1
|
-0.2%
|
|
|
1019
|
Berkeley Inc
Boise,
Idaho
|
$332K
|
–
|
–
|
–
|
|
|
1020
|
Financial Council
Towson,
Maryland
|
$331K
|
–
|
–
|
–
|
|
|
1021
|
DOHJ LLC
Seattle,
Washington
|
$331K
|
–
|
–
|
–
|
|
|
1022
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$327K
|
-$10.2K
|
-19
|
-3%
|
|
|
1023
|
REDW Wealth
Albuquerque,
New Mexico
|
$327K
|
-$57.4K
|
-107
|
-16%
|
|
|
1024
|
SNS Financial Group
Minneapolis,
Minnesota
|
$327K
|
–
|
–
|
–
|
|
|
1025
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$326K
|
–
|
–
|
–
|
|
