|
1001
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$222K
|
–
|
–
|
–
|
|
|
1002
|
Alesco Advisors
Pittsford,
New York
|
$222K
|
-$1.14K
|
-38
|
-0.5%
|
|
|
1003
|
Investment Planning Advisors
Cumming,
Georgia
|
$222K
|
+$12.7K
|
+423
|
+6%
|
|
|
1004
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$222K
|
-$13.3K
|
-445
|
-6%
|
|
|
1005
|
AssetMark Inc
Concord,
California
|
$221K
|
+$20.7K
|
+691
|
+10%
|
|
|
1006
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$221K
|
+$228K
|
+7,610
|
New
|
|
|
1007
|
Penobscot Investment Management
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
1008
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$221K
|
–
|
–
|
–
|
|
|
1009
|
Unify Financial Advisors
Clearwater,
Florida
|
$220K
|
–
|
–
|
–
|
|
|
1010
|
Harbour Investment Management
Edmonds,
Washington
|
$219K
|
–
|
–
|
–
|
|
|
1011
|
Essex Savings Bank
Essex,
Connecticut
|
$219K
|
–
|
–
|
–
|
|
|
1012
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$219K
|
-$2.97K
|
-99
|
-1%
|
|
|
1013
|
Vident Advisory
Alpharetta,
Georgia
|
$218K
|
-$14.6K
|
-488
|
-6%
|
|
|
1014
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$217K
|
-$2.88K
|
-96
|
-1%
|
|
|
1015
|
One Advisory Partners
Overland Park,
Kansas
|
$216K
|
–
|
–
|
–
|
|
|
1016
|
Clarity Wealth Advisors
San Jose,
California
|
$216K
|
–
|
–
|
–
|
|
|
1017
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$215K
|
–
|
–
|
–
|
|
|
1018
|
Integrity Alliance
Urbandale,
Iowa
|
$215K
|
+$222K
|
+7,392
|
New
|
|
|
1019
|
PTM Wealth Management
North Wales,
United States
|
$215K
|
+$300
|
+10
|
+0.1%
|
|
|
1020
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$214K
|
–
|
–
|
–
|
|
|
1021
|
Becker Capital Management
Portland,
Oregon
|
$213K
|
-$4.8K
|
-160
|
-2%
|
|
|
1022
|
Rothschild Investment LLC
Chicago,
Illinois
|
$213K
|
+$163K
|
+5,424
|
+286%
|
|
|
1023
|
KMT Wealth Management
El Segundo,
California
|
$213K
|
+$219K
|
+7,311
|
New
|
|
|
1024
|
Total Investment Management
Scottsdale,
Arizona
|
$212K
|
+$180
|
+6
|
+0.1%
|
|
|
1025
|
Cabot Wealth Management
Salem,
Massachusetts
|
$212K
|
-$125K
|
-4,182
|
-36%
|
|
