|
501
|
Private Trust Company
Cleveland,
Ohio
|
$516K
|
+$66.2K
|
+600
|
+15%
|
|
|
502
|
Wealthcare Capital Management
Richmond,
Virginia
|
$513K
|
–
|
–
|
–
|
|
|
503
|
Wealthspire Advisors (New York)
New York
|
$511K
|
+$239K
|
+2,163
|
+88%
|
|
|
504
|
Jessup Wealth Management
Dayton,
Ohio
|
$502K
|
+$137K
|
+1,238
|
+37%
|
|
|
505
|
Retirement Capital Strategies
San Jose,
California
|
$501K
|
–
|
–
|
–
|
|
|
506
|
McDonald Partners
Cleveland,
Ohio
|
$500K
|
–
|
–
|
–
|
|
|
507
|
Ted Buchan & Co
San Diego,
California
|
$493K
|
–
|
–
|
–
|
|
|
508
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$492K
|
-$551K
|
-5,000
|
-53%
|
|
|
509
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$491K
|
+$490K
|
+4,444
|
New
|
|
|
510
|
Columbus Macro
New Castle,
Pennsylvania
|
$483K
|
+$13.8K
|
+125
|
+3%
|
|
|
511
|
TCP Asset Management
Columbus,
Ohio
|
$482K
|
-$5.51K
|
-50
|
-1%
|
|
|
512
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$480K
|
+$16.1K
|
+146
|
+3%
|
|
|
513
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$476K
|
+$1.1K
|
+10
|
+0.2%
|
|
|
514
|
Valmark Advisers
Akron,
Ohio
|
$472K
|
+$3.2K
|
+29
|
+0.7%
|
|
|
515
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$468K
|
-$206K
|
-1,868
|
-31%
|
|
|
516
|
Romano Brothers & Co
Evanston,
Illinois
|
$467K
|
+$43.6K
|
+395
|
+10%
|
|
|
517
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$467K
|
-$149K
|
-1,351
|
-24%
|
|
|
518
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$464K
|
–
|
–
|
–
|
|
|
519
|
Triumph Capital Management
Denver,
Colorado
|
$464K
|
+$149K
|
+1,350
|
+47%
|
|
|
520
|
MFA Wealth Services
Thousand Oaks,
California
|
$463K
|
-$1.49M
|
-13,534
|
-76%
|
|
|
521
|
Huntington National Bank
Columbus,
Ohio
|
$462K
|
–
|
–
|
–
|
|
|
522
|
Voya Financial Advisors
Windsor,
Connecticut
|
$461K
|
+$159K
|
+1,442
|
+53%
|
|
|
523
|
Brighton Jones LLC
Seattle,
Washington
|
$461K
|
-$113K
|
-1,025
|
-20%
|
|
|
524
|
Avory & Company
Miami,
Florida
|
$458K
|
+$457K
|
+4,142
|
New
|
|
|
525
|
Consilium Wealth Advisory
Richardson,
Texas
|
$449K
|
+$61.8K
|
+560
|
+16%
|
|
