|
601
|
Clearstead Advisors
Cleveland,
Ohio
|
$839K
|
–
|
–
|
–
|
|
|
602
|
Dimensional Fund Advisors
Austin,
Texas
|
$835K
|
+$753K
|
+2,067
|
New
|
|
|
603
|
Wealth Management Partners
Tucson,
Arizona
|
$833K
|
-$304K
|
-835
|
-28%
|
|
|
604
|
Claro Advisors
Boston,
Massachusetts
|
$826K
|
-$703K
|
-1,931
|
-49%
|
|
|
605
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$823K
|
+$742K
|
+2,037
|
New
|
|
|
606
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$822K
|
+$740K
|
+2,032
|
New
|
|
|
607
|
Trek Financial
Scottsdale,
Arizona
|
$820K
|
+$70.3K
|
+193
|
+11%
|
|
|
608
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$808K
|
-$41.9K
|
-115
|
-5%
|
|
|
609
|
American Asset Management
Boca Raton,
Florida
|
$808K
|
–
|
–
|
–
|
|
|
610
|
LongView Wealth Management
Atlanta,
Georgia
|
$808K
|
–
|
–
|
–
|
|
|
611
|
Frisch Financial Group
Melville,
New York
|
$808K
|
–
|
–
|
–
|
|
|
612
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$807K
|
–
|
–
|
–
|
|
|
613
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$803K
|
-$293K
|
-803
|
-29%
|
|
|
614
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$801K
|
+$317K
|
+870
|
+78%
|
|
|
615
|
Client 1st Advisory Group
Dunedin,
Florida
|
$796K
|
+$239K
|
+656
|
+50%
|
|
|
616
|
Citrine Capital
San Francisco,
California
|
$791K
|
-$431K
|
-1,183
|
-38%
|
|
|
617
|
Crossmark Global Holdings
Houston,
Texas
|
$777K
|
+$43.3K
|
+119
|
+7%
|
|
|
618
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$771K
|
–
|
–
|
–
|
|
|
619
|
Voleon Capital Management
Berkeley,
California
|
$770K
|
+$694K
|
+1,906
|
New
|
|
|
620
|
Woodward Diversified Capital
Bakersfield,
California
|
$765K
|
+$1.09K
|
+3
|
+0.2%
|
|
|
621
|
Florida Financial Advisors
Tampa,
Florida
|
$763K
|
+$53.5K
|
+147
|
+8%
|
|
|
622
|
Lodestar Private Asset Management
Alamo,
California
|
$756K
|
–
|
–
|
–
|
|
|
623
|
Evanson Asset Management
Carmel,
California
|
$729K
|
–
|
–
|
–
|
|
|
624
|
Ritholtz Wealth Management
New York
|
$722K
|
+$651K
|
+1,787
|
New
|
|
|
625
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$716K
|
+$12.7K
|
+35
|
+2%
|
|
