|
201
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$923K
|
-$31K
|
-253
|
-3%
|
|
|
202
|
Silver Oak Securities
Jackson,
Tennessee
|
$912K
|
+$917K
|
+7,475
|
New
|
|
|
203
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$896K
|
-$77.3K
|
-630
|
-8%
|
|
|
204
|
WealthShield Partners
Cary,
North Carolina
|
$893K
|
-$66.2K
|
-540
|
-7%
|
|
|
205
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$886K
|
+$48.3K
|
+394
|
+6%
|
|
|
206
|
Citrine Capital
San Francisco,
California
|
$882K
|
+$889K
|
+7,250
|
New
|
|
|
207
|
Smart Portfolios LLC
Seattle,
Washington
|
$877K
|
-$8.34K
|
-68
|
-0.9%
|
|
|
208
|
Zhang Financial
Portage,
Michigan
|
$857K
|
+$368
|
+3
|
+0%
|
|
|
209
|
Carret Asset Management
New York
|
$849K
|
+$2.58K
|
+21
|
+0.3%
|
|
|
210
|
Rollins Financial Advisors
New York City,
New York
|
$845K
|
-$20.4K
|
-166
|
-2%
|
|
|
211
|
Aspiriant LLC
Los Angeles,
California
|
$835K
|
+$843K
|
+6,868
|
New
|
|
|
212
|
Unionview LLC
Seattle,
Washington
|
$829K
|
-$23.1K
|
-188
|
-3%
|
|
|
213
|
Legacy Trust
Grand Rapids,
Michigan
|
$826K
|
–
|
–
|
–
|
|
|
214
|
Sharper & Granite
El Segundo,
California
|
$824K
|
+$33.1K
|
+270
|
+4%
|
|
|
215
|
WMS Partners
Towson,
Maryland
|
$810K
|
–
|
–
|
–
|
|
|
216
|
Members Trust
Tampa,
Florida
|
$805K
|
+$14K
|
+114
|
+2%
|
|
|
217
|
SK Wealth Management
Providence,
Rhode Island
|
$800K
|
+$151K
|
+1,229
|
+23%
|
|
|
218
|
Warner Financial
Bethesda,
Maryland
|
$793K
|
+$1.1K
|
+9
|
+0.1%
|
|
|
219
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$774K
|
-$17.5K
|
-143
|
-2%
|
|
|
220
|
Nautilus Advisors
La Jolla,
California
|
$754K
|
+$761K
|
+6,200
|
New
|
|
|
221
|
Coldstream Capital Management
Bellevue,
Washington
|
$734K
|
–
|
–
|
–
|
|
|
222
|
Parsons Capital Management
Providence,
Rhode Island
|
$722K
|
-$19.3K
|
-157
|
-3%
|
|
|
223
|
Hills Bank & Trust
North Liberty,
Iowa
|
$722K
|
–
|
–
|
–
|
|
|
224
|
Ritholtz Wealth Management
New York
|
$716K
|
-$202K
|
-1,643
|
-22%
|
|
|
225
|
Mather Group
Chicago,
Illinois
|
$712K
|
-$1.35K
|
-11
|
-0.2%
|
|
