|
2676
|
Ardent Capital Management
Cincinnati,
Ohio
|
$537K
|
–
|
–
|
–
|
|
|
2677
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$536K
|
-$780K
|
-1,955
|
-60%
|
|
|
2678
|
IMS Capital Management
Portland,
Oregon
|
$534K
|
+$1.2K
|
+3
|
+0.2%
|
|
|
2679
|
TriaGen Wealth Management
Calabasas,
California
|
$533K
|
-$37.1K
|
-93
|
-7%
|
|
|
2680
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$533K
|
-$3.59K
|
-9
|
-0.7%
|
|
|
2681
|
Blue Barn Wealth
Orem,
Utah
|
$530K
|
-$4.39K
|
-11
|
-0.8%
|
|
|
2682
|
Better Money Decisions
Santa Fe,
New Mexico
|
$529K
|
-$2K
|
-5
|
-0.4%
|
|
|
2683
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$528K
|
-$35.5K
|
-89
|
-6%
|
|
|
2684
|
Zevin Asset Management
Boston,
Massachusetts
|
$528K
|
–
|
–
|
–
|
|
|
2685
|
Harbor Group
Bedford,
New Hampshire
|
$525K
|
-$13.2K
|
-33
|
-3%
|
|
|
2686
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$525K
|
-$5.51M
|
-13,804
|
-92%
|
|
|
2687
|
Park Place Capital
Homewood,
Alabama
|
$524K
|
-$181K
|
-453
|
-26%
|
|
|
2688
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$523K
|
–
|
–
|
–
|
|
|
2689
|
Unison Asset Management
North Miami Beach,
Florida
|
$521K
|
+$45.9K
|
+115
|
+10%
|
|
|
2690
|
Knightsbridge Asset Management
Newport Beach,
California
|
$520K
|
+$28.7K
|
+72
|
+6%
|
|
|
2691
|
Total Investment Management
Scottsdale,
Arizona
|
$519K
|
+$24.7K
|
+62
|
+5%
|
|
|
2692
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$519K
|
-$25.9K
|
-65
|
-5%
|
|
|
2693
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$518K
|
-$19.2K
|
-48
|
-4%
|
|
|
2694
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$517K
|
–
|
–
|
–
|
|
|
2695
|
West Michigan Advisors
Holland,
Michigan
|
$516K
|
+$291K
|
+730
|
+138%
|
|
|
2696
|
Enzi Wealth
Austin,
Texas
|
$511K
|
+$47.1K
|
+118
|
+11%
|
|
|
2697
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$510K
|
+$399
|
+1
|
+0.1%
|
|
|
2698
|
Scholtz & Company
Stamford,
Connecticut
|
$510K
|
-$300K
|
-753
|
-38%
|
|
|
2699
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$509K
|
+$51.9K
|
+130
|
+12%
|
|
|
2700
|
Indie Asset Partners
Carmel,
Indiana
|
$508K
|
-$75.8K
|
-190
|
-13%
|
|
