|
1501
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$569K
|
-$12.3K
|
-130
|
-2%
|
|
|
1502
|
Avalon Investment & Advisory
Houston,
Texas
|
$564K
|
-$19K
|
-201
|
-3%
|
|
|
1503
|
|
$561K
|
-$54.7K
|
-580
|
-9%
|
|
|
1504
|
Horizon Investments
Charlotte,
North Carolina
|
$561K
|
-$354K
|
-3,749
|
-40%
|
|
|
1505
|
AIMZ Investment Advisors
Los Altos,
California
|
$561K
|
+$69.4K
|
+735
|
+15%
|
|
|
1506
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$559K
|
+$66.8K
|
+708
|
+14%
|
|
|
1507
|
Hudson Portfolio Management
Garrison,
New York
|
$558K
|
+$4.72K
|
+50
|
+0.9%
|
|
|
1508
|
Retirement Solution
Redmond,
Washington
|
$558K
|
+$169K
|
+1,795
|
+47%
|
|
|
1509
|
Wedgewood Partners
St Louis,
Missouri
|
$555K
|
-$1.87M
|
-19,795
|
-78%
|
|
|
1510
|
First Command Bank
Fort Worth,
Texas
|
$555K
|
+$19.9K
|
+211
|
+4%
|
|
|
1511
|
First Command Financial Services
Fort Worth,
Texas
|
$555K
|
+$19.9K
|
+211
|
+4%
|
|
|
1512
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$552K
|
+$12.6K
|
+134
|
+2%
|
|
|
1513
|
Sompo Asset Management
Tokyo,
Japan
|
$552K
|
-$26.4K
|
-280
|
-5%
|
|
|
1514
|
Chapin Davis
Baltimore,
Maryland
|
$551K
|
+$524K
|
+5,556
|
New
|
|
|
1515
|
SageView Advisory Group
Newport Beach,
California
|
$549K
|
+$523K
|
+5,538
|
New
|
|
|
1516
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$547K
|
-$29.4K
|
-311
|
-5%
|
|
|
1517
|
Tacita Capital
Toronto,
Ontario, Canada
|
$547K
|
–
|
–
|
–
|
|
|
1518
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$547K
|
+$520K
|
+5,514
|
New
|
|
|
1519
|
City State Bank
Norwalk,
Iowa
|
$546K
|
-$14.2K
|
-150
|
-3%
|
|
|
1520
|
Founders Financial Securities
Towson,
Maryland
|
$545K
|
-$79.1K
|
-838
|
-13%
|
|
|
1521
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$545K
|
-$28.6K
|
-303
|
-5%
|
|
|
1522
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$544K
|
-$2.08K
|
-22
|
-0.4%
|
|
|
1523
|
Sonata Capital Group
Seattle,
Washington
|
$544K
|
–
|
–
|
–
|
|
|
1524
|
Parcion Private Wealth
Bellevue,
Washington
|
$543K
|
-$134K
|
-1,419
|
-21%
|
|
|
1525
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$543K
|
+$20.9K
|
+221
|
+4%
|
|
