|
501
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$809K
|
–
|
–
|
–
|
|
|
502
|
Delos Wealth Advisors
Dallas,
Texas
|
$808K
|
+$812K
|
+7,589
|
New
|
|
|
503
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$808K
|
–
|
–
|
–
|
|
|
504
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$806K
|
-$167K
|
-1,563
|
-17%
|
|
|
505
|
Neuberger Berman Group
New York
|
$802K
|
+$15K
|
+140
|
+2%
|
|
|
506
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$799K
|
-$431K
|
-4,026
|
-35%
|
|
|
507
|
Brighton Jones LLC
Seattle,
Washington
|
$795K
|
+$799K
|
+7,468
|
New
|
|
|
508
|
Plum Street Advisors
New Orleans,
Louisiana
|
$790K
|
-$49.8K
|
-465
|
-6%
|
|
|
509
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$790K
|
+$109K
|
+1,016
|
+16%
|
|
|
510
|
Creative Financial Designs
Kokomo,
Indiana
|
$790K
|
-$20.6K
|
-192
|
-3%
|
|
|
511
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$788K
|
+$70.3K
|
+657
|
+10%
|
|
|
512
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$785K
|
+$395K
|
+3,687
|
+100%
|
|
|
513
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$785K
|
–
|
–
|
–
|
|
|
514
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$783K
|
+$214K
|
+2,000
|
+37%
|
|
|
515
|
Patten & Patten
Chattanooga,
Tennessee
|
$782K
|
-$10.7K
|
-100
|
-1%
|
|
|
516
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$777K
|
-$4.6K
|
-43
|
-0.6%
|
|
|
517
|
Rinkey Investments
San Diego,
California
|
$763K
|
-$203K
|
-1,893
|
-21%
|
|
|
518
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$760K
|
-$238K
|
-2,220
|
-24%
|
|
|
519
|
Keebeck Wealth Management
Chicago,
Illinois
|
$758K
|
-$305K
|
-2,852
|
-29%
|
|
|
520
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$756K
|
–
|
–
|
–
|
|
|
521
|
Advyzon Investment Management
Lisle,
Illinois
|
$755K
|
+$149K
|
+1,388
|
+24%
|
|
|
522
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$750K
|
+$107K
|
+1,002
|
+17%
|
|
|
523
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$738K
|
+$2.68K
|
+25
|
+0.4%
|
|
|
524
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$737K
|
+$48.1K
|
+449
|
+7%
|
|
|
525
|
Investment Partners
New Philadelphia,
Ohio
|
$725K
|
+$37.2K
|
+348
|
+5%
|
|
