|
701
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.21M
|
-$24K
|
-1,011
|
-2%
|
|
|
702
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
703
|
Monetary Solutions
Dayton,
Ohio
|
$1.2M
|
+$1.19M
|
+49,873
|
New
|
|
|
704
|
Code Waechter
Tampa,
Florida
|
$1.19M
|
-$116K
|
-4,866
|
-9%
|
|
|
705
|
Klingman & Associates
New York
|
$1.19M
|
-$183K
|
-7,700
|
-13%
|
|
|
706
|
Meeder Advisory Services
Dublin,
Ohio
|
$1.18M
|
+$85.8K
|
+3,610
|
+8%
|
|
|
707
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.18M
|
-$14.2K
|
-596
|
-1%
|
|
|
708
|
Aspen Grove Capital
Avon,
Colorado
|
$1.18M
|
+$4.3K
|
+181
|
+0.4%
|
|
|
709
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.18M
|
+$713
|
+30
|
+0.1%
|
|
|
710
|
Root Financial Partners
Encinitas,
California
|
$1.18M
|
+$323K
|
+13,576
|
+38%
|
|
|
711
|
Golden Reserve Retirement
Dublin,
Ohio
|
$1.18M
|
+$1.16M
|
+48,927
|
New
|
|
|
712
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$1.17M
|
-$25.4K
|
-1,067
|
-2%
|
|
|
713
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.17M
|
-$237K
|
-9,954
|
-17%
|
|
|
714
|
Oxford Financial Group
Carmel,
Indiana
|
$1.17M
|
+$464K
|
+19,515
|
+67%
|
|
|
715
|
Fagan Associates
Troy,
New York
|
$1.15M
|
-$23.8K
|
-1,003
|
-2%
|
|
|
716
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.15M
|
–
|
–
|
–
|
|
|
717
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.14M
|
-$228K
|
-9,588
|
-17%
|
|
|
718
|
Perspective Wealth Advisors
Loveland,
Colorado
|
$1.14M
|
+$1.13M
|
+47,586
|
New
|
|
|
719
|
Hardin Capital Partners
Greenville,
South Carolina
|
$1.14M
|
+$38.4K
|
+1,614
|
+4%
|
|
|
720
|
Victory Financial Group
Austin,
Texas
|
$1.14M
|
-$14.8K
|
-622
|
-1%
|
|
|
721
|
Successful Portfolios
Clearwater,
Florida
|
$1.13M
|
+$116K
|
+4,867
|
+12%
|
|
|
722
|
Brooklyn Investment Group
Brooklyn,
New York
|
$1.13M
|
+$1.11M
|
+46,566
|
New
|
|
|
723
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$1.12M
|
+$30.8K
|
+1,294
|
+3%
|
|
|
724
|
Renaissance Technologies
New York
|
$1.12M
|
+$1.11M
|
+46,500
|
New
|
|
|
725
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.12M
|
-$18K
|
-759
|
-2%
|
|
