|
101
|
Crew Capital Management
Cincinnati,
Ohio
|
$980K
|
–
|
–
|
–
|
|
|
102
|
DOHJ LLC
Seattle,
Washington
|
$952K
|
-$779K
|
-15,938
|
-43%
|
|
|
103
|
Perennial Investment Advisors
Los Angeles,
California
|
$944K
|
-$23.1K
|
-472
|
-3%
|
|
|
104
|
World Investment Advisors
Santa Barbara,
California
|
$906K
|
-$293K
|
-6,005
|
-26%
|
|
|
105
|
National Wealth Management Group
Cincinnati,
Ohio
|
$901K
|
-$87.8K
|
-1,797
|
-10%
|
|
|
106
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$879K
|
+$17.8K
|
+364
|
+2%
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$865K
|
+$128K
|
+2,616
|
+19%
|
|
|
108
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$837K
|
+$165K
|
+3,376
|
+28%
|
|
|
109
|
Maia Wealth
Denver,
Colorado
|
$836K
|
-$117K
|
-2,398
|
-13%
|
|
|
110
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$813K
|
-$4.59K
|
-94
|
-0.6%
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$811K
|
-$506K
|
-10,364
|
-41%
|
|
|
112
|
Mariner
Overland Park,
Kansas
|
$805K
|
+$262K
|
+5,354
|
+56%
|
|
|
113
|
Values Added Financial
Washington,
District of Columbia
|
$794K
|
+$193K
|
+3,953
|
+37%
|
|
|
114
|
Copperleaf Capital
Raleigh,
North Carolina
|
$765K
|
+$8.26K
|
+169
|
+1%
|
|
|
115
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$757K
|
-$356K
|
-7,285
|
-34%
|
|
|
116
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$753K
|
-$6.7K
|
-137
|
-1%
|
|
|
117
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$751K
|
+$238K
|
+4,877
|
+54%
|
|
|
118
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$736K
|
-$325K
|
-6,655
|
-33%
|
|
|
119
|
Aufman Associates
Sewickley,
Pennsylvania
|
$736K
|
–
|
–
|
–
|
|
|
120
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$724K
|
-$17.3K
|
-355
|
-3%
|
|
|
121
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$718K
|
-$48.9K
|
-1,000
|
-7%
|
|
|
122
|
eCIO Inc
Madison,
Wisconsin
|
$704K
|
+$638K
|
+13,053
|
New
|
|
|
123
|
Theory Financial
Fort Collins,
Colorado
|
$675K
|
-$202K
|
-4,139
|
-25%
|
|
|
124
|
Coldstream Capital Management
Bellevue,
Washington
|
$663K
|
–
|
–
|
–
|
|
|
125
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$660K
|
-$16.7K
|
-341
|
-3%
|
|
