|
601
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$513K
|
+$432K
|
+306
|
New
|
|
|
602
|
Portland Global Advisors
Portland,
Maine
|
$509K
|
+$429K
|
+304
|
New
|
|
|
603
|
Spectrum Management Group
Indianapolis,
Indiana
|
$504K
|
+$424K
|
+301
|
New
|
|
|
604
|
Clear Perspective Advisors
Aurora,
Illinois
|
$503K
|
–
|
–
|
–
|
|
|
605
|
Joel Isaacson & Co
New York
|
$503K
|
–
|
–
|
–
|
|
|
606
|
Leisure Capital Management
Costa Mesa,
California
|
$503K
|
–
|
–
|
–
|
|
|
607
|
Alta Capital Management
Salt Lake City,
Utah
|
$497K
|
-$391K
|
-277
|
-48%
|
|
|
608
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$496K
|
+$33.8K
|
+24
|
+9%
|
|
|
609
|
Venturi Wealth Management
Austin,
Texas
|
$494K
|
+$100K
|
+71
|
+32%
|
|
|
610
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$489K
|
+$412K
|
+292
|
New
|
|
|
611
|
Cetera Advisors
Denver,
Colorado
|
$481K
|
+$53.6K
|
+38
|
+15%
|
|
|
612
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$479K
|
–
|
–
|
–
|
|
|
613
|
OneAscent Financial Services
Birmingham,
Alabama
|
$469K
|
-$388K
|
-275
|
-50%
|
|
|
614
|
IFP Advisors
Tampa,
Florida
|
$467K
|
+$93.1K
|
+66
|
+31%
|
|
|
615
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$466K
|
-$62K
|
-44
|
-14%
|
|
|
616
|
Dimensional Fund Advisors
Austin,
Texas
|
$464K
|
–
|
–
|
–
|
|
|
617
|
|
$459K
|
+$386K
|
+274
|
New
|
|
|
618
|
Certuity
North Palm Beach,
Florida
|
$456K
|
+$384K
|
+272
|
New
|
|
|
619
|
Legal Advantage Investments
Los Altos Hills,
California
|
$452K
|
+$381K
|
+270
|
New
|
|
|
620
|
Conway Capital Management
Burbank,
California
|
$451K
|
+$379K
|
+269
|
New
|
|
|
621
|
Seven Post Investment Office
San Francisco,
California
|
$446K
|
-$11.3K
|
-8
|
-3%
|
|
|
622
|
David J. Yvars Group
University Park,
Florida
|
$443K
|
+$374K
|
+265
|
New
|
|
|
623
|
Bollard Group
Boston,
Massachusetts
|
$436K
|
–
|
–
|
–
|
|
|
624
|
True North Advisors
Dallas,
Texas
|
$435K
|
–
|
–
|
–
|
|
|
625
|
SignatureFD
Atlanta,
Georgia
|
$434K
|
-$4.23K
|
-3
|
-1%
|
|
