|
501
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1.59M
|
–
|
–
|
–
|
|
|
502
|
Kearns & Associates
Palos Verdes Estates,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
503
|
Oak Family Advisors
Chicago,
Illinois
|
$1.59M
|
-$8.98K
|
-454
|
-0.6%
|
|
|
504
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.58M
|
–
|
–
|
–
|
|
|
505
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.56M
|
+$238K
|
+12,050
|
+19%
|
|
|
506
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.55M
|
+$3.01K
|
+152
|
+0.2%
|
|
|
507
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.52M
|
+$135K
|
+6,834
|
+10%
|
|
|
508
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.52M
|
+$136K
|
+6,870
|
+10%
|
|
|
509
|
Evanson Asset Management
Carmel,
California
|
$1.52M
|
+$9.37K
|
+474
|
+0.6%
|
|
|
510
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.51M
|
+$2.06K
|
+104
|
+0.1%
|
|
|
511
|
Traction Financial Partners
Encampment,
Wyoming
|
$1.51M
|
-$140K
|
-7,104
|
-9%
|
|
|
512
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.5M
|
-$21.1K
|
-1,066
|
-1%
|
|
|
513
|
CoreCap Advisors
Southfield,
Michigan
|
$1.49M
|
+$1.44M
|
+72,592
|
New
|
|
|
514
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.49M
|
+$18.8K
|
+952
|
+1%
|
|
|
515
|
Code Waechter
Tampa,
Florida
|
$1.48M
|
+$1.43M
|
+72,168
|
New
|
|
|
516
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.46M
|
+$3.01K
|
+152
|
+0.2%
|
|
|
517
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.46M
|
+$12.9K
|
+654
|
+0.9%
|
|
|
518
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.45M
|
-$8.94K
|
-452
|
-0.6%
|
|
|
519
|
Warwick Investment Management
Bryan,
Texas
|
$1.45M
|
+$33.7K
|
+1,704
|
+2%
|
|
|
520
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.43M
|
-$842K
|
-42,560
|
-38%
|
|
|
521
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.43M
|
-$42.6K
|
-2,152
|
-3%
|
|
|
522
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.42M
|
+$411K
|
+20,790
|
+43%
|
|
|
523
|
Asset Dedication LLC
San Francisco,
California
|
$1.42M
|
+$49K
|
+2,476
|
+4%
|
|
|
524
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.42M
|
-$74.5K
|
-3,768
|
-5%
|
|
|
525
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$1.41M
|
+$40
|
+2
|
+0%
|
|
