|
501
|
Squire Investment Management Company
Orem,
Utah
|
$869K
|
+$99K
|
+3,475
|
+12%
|
|
|
502
|
Cascade Financial Partners
San Diego,
California
|
$856K
|
-$1.74M
|
-61,191
|
-66%
|
|
|
503
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$854K
|
-$3.65K
|
-128
|
-0.4%
|
|
|
504
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$835K
|
+$171
|
+6
|
+0%
|
|
|
505
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$833K
|
-$65K
|
-2,281
|
-7%
|
|
|
506
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$832K
|
–
|
–
|
–
|
|
|
507
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$831K
|
-$16.3K
|
-573
|
-2%
|
|
|
508
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$827K
|
+$10.5K
|
+370
|
+1%
|
|
|
509
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$822K
|
+$5.81K
|
+204
|
+0.7%
|
|
|
510
|
K2 Financial
Glendora,
California
|
$815K
|
+$834K
|
+29,258
|
New
|
|
|
511
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$813K
|
+$836K
|
+29,340
|
New
|
|
|
512
|
Cynosure Group
Salt Lake City,
Utah
|
$813K
|
+$2.88K
|
+101
|
+0.3%
|
|
|
513
|
CAP Partners LLC
Franklin,
Tennessee
|
$810K
|
+$142
|
+5
|
+0%
|
|
|
514
|
Sachetta
Lynnfield,
Massachusetts
|
$807K
|
-$14.8K
|
-521
|
-2%
|
|
|
515
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$788K
|
–
|
–
|
–
|
|
|
516
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$782K
|
+$30.5K
|
+1,070
|
+4%
|
|
|
517
|
SOL Capital Management
Rockville,
Maryland
|
$778K
|
+$3.45K
|
+121
|
+0.4%
|
|
|
518
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$776K
|
-$4.79K
|
-168
|
-0.6%
|
|
|
519
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$769K
|
–
|
–
|
–
|
|
|
520
|
Wilson & Boucher Capital Management
Moraga,
California
|
$759K
|
-$8.55K
|
-300
|
-1%
|
|
|
521
|
Westbourne Investments
Alexandria,
Virginia
|
$755K
|
+$776K
|
+27,238
|
New
|
|
|
522
|
Red Mountain Financial
Fort Collins,
Colorado
|
$754K
|
-$83.2K
|
-2,920
|
-10%
|
|
|
523
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$751K
|
+$772K
|
+27,103
|
New
|
|
|
524
|
SageView Advisory Group
Newport Beach,
California
|
$741K
|
-$570
|
-20
|
-0.1%
|
|
|
525
|
Caprock Group
Boise,
Idaho
|
$740K
|
+$272K
|
+9,562
|
+56%
|
|
