|
501
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$5.11M
|
-$743K
|
-27,321
|
-13%
|
|
|
502
|
Quantinno Capital Management
New York
|
$5.09M
|
+$446K
|
+16,393
|
+10%
|
|
|
503
|
Arax Advisory Partners
Denver,
Colorado
|
$5.08M
|
+$5.03M
|
+184,903
|
New
|
|
|
504
|
Global Financial Private Client
Sarasota,
Florida
|
$5.07M
|
-$394K
|
-14,486
|
-7%
|
|
|
505
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.03M
|
-$72.5K
|
-2,667
|
-1%
|
|
|
506
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$5.02M
|
-$110K
|
-4,031
|
-2%
|
|
|
507
|
SEI Investments
Oaks,
Pennsylvania
|
$5.02M
|
+$125K
|
+4,587
|
+3%
|
|
|
508
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$4.95M
|
-$730K
|
-26,845
|
-13%
|
|
|
509
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.93M
|
+$4.77M
|
+175,406
|
+3,943%
|
|
|
510
|
Wealthspan Partners
Davenport,
Iowa
|
$4.91M
|
+$1.32M
|
+48,538
|
+37%
|
|
|
511
|
HC Advisors
Sandy Springs,
Georgia
|
$4.9M
|
+$7.01K
|
+258
|
+0.1%
|
|
|
512
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$4.88M
|
+$146K
|
+5,386
|
+3%
|
|
|
513
|
Fagan Associates
Troy,
New York
|
$4.87M
|
+$53K
|
+1,949
|
+1%
|
|
|
514
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$4.85M
|
-$9.88M
|
-363,277
|
-67%
|
|
|
515
|
J. Mark Nickell & Co
Brentwood,
Tennessee
|
$4.83M
|
+$4.79M
|
+176,069
|
New
|
|
|
516
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.82M
|
-$543K
|
-19,979
|
-10%
|
|
|
517
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$4.79M
|
+$246K
|
+9,051
|
+5%
|
|
|
518
|
Guild Investment Management
Los Angeles,
California
|
$4.78M
|
+$394K
|
+14,505
|
+9%
|
|
|
519
|
Signal Tree Financial Partners
Copley,
Ohio
|
$4.77M
|
+$445K
|
+16,368
|
+10%
|
|
|
520
|
Berkeley Inc
Boise,
Idaho
|
$4.74M
|
-$64.8K
|
-2,383
|
-1%
|
|
|
521
|
TrueWealth Advisors
Birmingham,
Alabama
|
$4.72M
|
-$531K
|
-19,547
|
-10%
|
|
|
522
|
JT Stratford LLC
Gainesville,
Georgia
|
$4.71M
|
-$148K
|
-5,442
|
-3%
|
|
|
523
|
Retirement Planning Group (New York)
Malta,
New York
|
$4.71M
|
+$1.69M
|
+62,066
|
+57%
|
|
|
524
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.67M
|
-$165K
|
-6,064
|
-3%
|
|
|
525
|
KCM Investment Advisors
Greenbrae,
California
|
$4.66M
|
-$471K
|
-17,327
|
-9%
|
|
