|
1026
|
Aspiriant LLC
Los Angeles,
California
|
$1.35M
|
+$198K
|
+6,232
|
+17%
|
|
|
1027
|
First Wilshire Securities Management
Pasadena,
California
|
$1.34M
|
–
|
–
|
–
|
|
|
1028
|
Carret Asset Management
New York
|
$1.34M
|
-$17.7K
|
-557
|
-1%
|
|
|
1029
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.33M
|
+$1.32M
|
+41,485
|
+8,518%
|
|
|
1030
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.32M
|
+$32.6K
|
+1,027
|
+3%
|
|
|
1031
|
Apella Capital
West Hartford,
Connecticut
|
$1.32M
|
-$63.4K
|
-1,997
|
-5%
|
|
|
1032
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1.31M
|
-$4.95K
|
-156
|
-0.4%
|
|
|
1033
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.31M
|
-$186K
|
-5,857
|
-12%
|
|
|
1034
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$1.3M
|
-$837K
|
-26,382
|
-39%
|
|
|
1035
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.3M
|
+$7.65K
|
+241
|
+0.6%
|
|
|
1036
|
Kanawha Capital Management
Richmond,
Virginia
|
$1.3M
|
-$3.17K
|
-100
|
-0.2%
|
|
|
1037
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.29M
|
+$16.4K
|
+516
|
+1%
|
|
|
1038
|
Colorado Capital Management
Boulder,
Colorado
|
$1.29M
|
+$50.8K
|
+1,601
|
+4%
|
|
|
1039
|
|
$1.28M
|
-$127
|
-4
|
-0%
|
|
|
1040
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.28M
|
+$102K
|
+3,204
|
+9%
|
|
|
1041
|
One Day In July LLC
Burlington,
Vermont
|
$1.28M
|
-$23.4K
|
-737
|
-2%
|
|
|
1042
|
Foster & Motley
Cincinnati,
Ohio
|
$1.27M
|
+$989K
|
+31,190
|
+356%
|
|
|
1043
|
Shearwater Capital
Denver,
Colorado
|
$1.27M
|
–
|
–
|
–
|
|
|
1044
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.26M
|
+$165K
|
+5,204
|
+15%
|
|
|
1045
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.25M
|
+$127K
|
+4,007
|
+11%
|
|
|
1046
|
Trust Company
Manhattan,
Kansas
|
$1.25M
|
+$252K
|
+7,954
|
+25%
|
|
|
1047
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$1.24M
|
+$105K
|
+3,316
|
+9%
|
|
|
1048
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.24M
|
+$333K
|
+10,506
|
+37%
|
|
|
1049
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.24M
|
+$3.11K
|
+98
|
+0.3%
|
|
|
1050
|
Two Sigma Investments
New York
|
$1.24M
|
+$1.24M
|
+39,100
|
New
|
|
