|
901
|
Peak Retirement Planning
Columbus,
Ohio
|
$878K
|
+$959K
|
+20,788
|
New
|
|
|
902
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$875K
|
-$186K
|
-4,035
|
-16%
|
|
|
903
|
Geneos Wealth Management
Englewood,
Colorado
|
$873K
|
+$209K
|
+4,520
|
+28%
|
|
|
904
|
Winnow Wealth
Waco,
Texas
|
$871K
|
+$951K
|
+20,609
|
+66,481%
|
|
|
905
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$869K
|
+$475K
|
+10,297
|
+100%
|
|
|
906
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$868K
|
+$79.4K
|
+1,720
|
+9%
|
|
|
907
|
CX Institutional
Auburn,
Indiana
|
$866K
|
-$180K
|
-3,899
|
-16%
|
|
|
908
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$866K
|
+$10.8K
|
+235
|
+1%
|
|
|
909
|
CAAS Capital Management
New York
|
$866K
|
+$946K
|
+20,500
|
New
|
|
|
910
|
LECAP Asset Management
London,
United Kingdom
|
$863K
|
+$943K
|
+20,440
|
New
|
|
|
911
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$860K
|
+$940K
|
+20,372
|
New
|
|
|
912
|
Ballentine Partners
Waltham,
Massachusetts
|
$860K
|
-$58.8K
|
-1,274
|
-6%
|
|
|
913
|
HCR Wealth Advisors
Los Angeles,
California
|
$859K
|
+$11K
|
+238
|
+1%
|
|
|
914
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$858K
|
+$13.5K
|
+293
|
+1%
|
|
|
915
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$858K
|
-$105K
|
-2,282
|
-10%
|
|
|
916
|
North Star Investment Management
Chicago,
Illinois
|
$857K
|
+$4.71K
|
+102
|
+0.5%
|
|
|
917
|
CWA Asset Management Group
Naples,
Florida
|
$855K
|
+$434K
|
+9,415
|
+87%
|
|
|
918
|
Perigon Wealth Management
San Francisco,
California
|
$855K
|
-$12.9K
|
-279
|
-1%
|
|
|
919
|
Financial Perspectives
Minneapolis,
Minnesota
|
$850K
|
-$4.8K
|
-104
|
-0.5%
|
|
|
920
|
Aspiriant LLC
Los Angeles,
California
|
$849K
|
+$6.69K
|
+145
|
+0.7%
|
|
|
921
|
Bank of Hawaii
Honolulu,
Hawaii
|
$847K
|
-$133K
|
-2,874
|
-13%
|
|
|
922
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$847K
|
+$925K
|
+20,050
|
New
|
|
|
923
|
Parallel Advisors
San Francisco,
California
|
$844K
|
-$9.69K
|
-210
|
-1%
|
|
|
924
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$824K
|
+$28.9K
|
+627
|
+3%
|
|
|
925
|
Longfellow Investment Management
Boston,
Massachusetts
|
$818K
|
+$226K
|
+4,889
|
+34%
|
|
