|
501
|
Twele Capital Management
Minnetonka,
Minnesota
|
$323K
|
+$20.8K
|
+682
|
+7%
|
|
|
502
|
Goldstein Munger & Associates
San Ramon,
California
|
$318K
|
–
|
–
|
–
|
|
|
503
|
Powers Advisory Group
Highland,
Illinois
|
$317K
|
+$327K
|
+10,714
|
New
|
|
|
504
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$312K
|
-$11.3K
|
-371
|
-3%
|
|
|
505
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$310K
|
-$25.5K
|
-835
|
-7%
|
|
|
506
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$310K
|
+$23.1K
|
+755
|
+8%
|
|
|
507
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$309K
|
+$317K
|
+10,375
|
New
|
|
|
508
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$309K
|
+$318K
|
+10,423
|
New
|
|
|
509
|
Kaizen Financial Strategies
Campbell,
California
|
$307K
|
-$81.3K
|
-2,660
|
-20%
|
|
|
510
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$307K
|
+$316K
|
+10,350
|
New
|
|
|
511
|
Oldfather Financial Services
Kearney,
Nebraska
|
$304K
|
+$4.28K
|
+140
|
+1%
|
|
|
512
|
Retirement Group
San Diego,
California
|
$302K
|
+$12.9K
|
+422
|
+4%
|
|
|
513
|
First National Corp
Rockland,
Massachusetts
|
$300K
|
-$1.18M
|
-38,734
|
-79%
|
|
|
514
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$299K
|
+$1.16K
|
+38
|
+0.4%
|
|
|
515
|
|
$296K
|
–
|
–
|
–
|
|
|
516
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$296K
|
+$23.6K
|
+771
|
+8%
|
|
|
517
|
Fiduciary Group
Savannah,
Georgia
|
$294K
|
-$1.89K
|
-62
|
-0.6%
|
|
|
518
|
Fairview Capital Investment Management
Greenbrae,
California
|
$290K
|
+$5.53K
|
+181
|
+2%
|
|
|
519
|
Tocqueville Asset Management
New York
|
$284K
|
+$458
|
+15
|
+0.2%
|
|
|
520
|
SimpliFi Inc
San Diego,
California
|
$284K
|
+$34.7K
|
+1,136
|
+13%
|
|
|
521
|
Franklin Resources
San Mateo,
California
|
$283K
|
–
|
–
|
–
|
|
|
522
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$281K
|
–
|
–
|
–
|
|
|
523
|
Cypress Wealth Services
Palm Desert,
California
|
$280K
|
-$14.5K
|
-474
|
-5%
|
|
|
524
|
Appleton Partners
Boston,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
525
|
Pflug Koory
Omaha,
Nebraska
|
$279K
|
+$7.61K
|
+249
|
+3%
|
|
