|
501
|
|
$867K
|
+$943K
|
+36,992
|
New
|
|
|
502
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$860K
|
–
|
–
|
–
|
|
|
503
|
Roundview Capital
Princeton,
New Jersey
|
$857K
|
+$5.43K
|
+213
|
+0.6%
|
|
|
504
|
Roberts Wealth Advisors
Palo Alto,
California
|
$847K
|
-$24.9K
|
-976
|
-3%
|
|
|
505
|
S.A. Mason
Holland,
Michigan
|
$844K
|
-$3.11K
|
-122
|
-0.3%
|
|
|
506
|
Coastwise Capital Group
La Jolla,
California
|
$840K
|
-$1.02K
|
-40
|
-0.1%
|
|
|
507
|
Clear Point Advisors
Melville,
New York
|
$840K
|
-$9.61K
|
-377
|
-1%
|
|
|
508
|
Litman Gregory Wealth Management
Larkspur,
California
|
$837K
|
-$23.8K
|
-932
|
-3%
|
|
|
509
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$834K
|
–
|
–
|
–
|
|
|
510
|
Harbour Investments
Madison,
Wisconsin
|
$834K
|
+$4.79K
|
+188
|
+0.5%
|
|
|
511
|
Parsons Capital Management
Providence,
Rhode Island
|
$832K
|
+$130K
|
+5,116
|
+17%
|
|
|
512
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$831K
|
+$349K
|
+13,700
|
+55%
|
|
|
513
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$829K
|
-$243K
|
-9,545
|
-21%
|
|
|
514
|
Tempus Wealth Planning
Irvine,
California
|
$824K
|
+$22.4K
|
+877
|
+3%
|
|
|
515
|
Hilltop Partners
Mishawaka,
Indiana
|
$823K
|
-$64K
|
-2,512
|
-7%
|
|
|
516
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$803K
|
+$153
|
+6
|
+0%
|
|
|
517
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$802K
|
–
|
–
|
–
|
|
|
518
|
Index Fund Advisors
Irvine,
California
|
$801K
|
-$6.25K
|
-245
|
-0.7%
|
|
|
519
|
|
$795K
|
+$81.1K
|
+3,180
|
+10%
|
|
|
520
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$794K
|
-$12.3K
|
-481
|
-1%
|
|
|
521
|
NWAM LLC
Mercer Island,
Washington
|
$789K
|
+$7.62K
|
+299
|
+0.9%
|
|
|
522
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$780K
|
-$24.2K
|
-951
|
-3%
|
|
|
523
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$779K
|
-$10.2K
|
-400
|
-1%
|
|
|
524
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$777K
|
+$82.4K
|
+3,233
|
+11%
|
|
|
525
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$775K
|
-$23.3M
|
-913,512
|
-97%
|
|
