|
2401
|
Formidable Asset Management
Cincinnati,
Ohio
|
$577K
|
-$92K
|
-437
|
-14%
|
|
|
2402
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$575K
|
+$192K
|
+911
|
+50%
|
|
|
2403
|
Aristotle Capital Management
Los Angeles,
California
|
$572K
|
–
|
–
|
–
|
|
|
2404
|
Frisch Financial Group
Melville,
New York
|
$571K
|
+$64K
|
+304
|
+13%
|
|
|
2405
|
Synergy Asset Management
Vancouver,
Washington
|
$570K
|
-$9.35M
|
-44,400
|
-94%
|
|
|
2406
|
Marotta Asset Management
Charlottesville,
Virginia
|
$569K
|
–
|
–
|
–
|
|
|
2407
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$568K
|
+$13.1K
|
+62
|
+2%
|
|
|
2408
|
Frank Rimerman Advisors
Palo Alto,
California
|
$566K
|
-$145K
|
-690
|
-21%
|
|
|
2409
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$566K
|
+$245K
|
+1,162
|
+77%
|
|
|
2410
|
McCarthy Asset Management
Redwood Shores,
California
|
$565K
|
–
|
–
|
–
|
|
|
2411
|
Zhang Financial
Portage,
Michigan
|
$563K
|
–
|
–
|
–
|
|
|
2412
|
20/20 Capital Management
Costa Mesa,
California
|
$561K
|
–
|
–
|
–
|
|
|
2413
|
Hudock Inc
Williamsport,
Pennsylvania
|
$561K
|
+$28.8K
|
+137
|
+5%
|
|
|
2414
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$560K
|
+$210
|
+1
|
+0%
|
|
|
2415
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$560K
|
+$25.7K
|
+122
|
+5%
|
|
|
2416
|
Physician Wealth Advisors
Midvale,
Utah
|
$559K
|
+$210
|
+1
|
+0%
|
|
|
2417
|
Dimension Capital Management
Coral Gables,
Florida
|
$557K
|
+$4.84K
|
+23
|
+0.9%
|
|
|
2418
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$555K
|
-$19.2K
|
-91
|
-3%
|
|
|
2419
|
Bridgewater Associates
Westport,
Connecticut
|
$555K
|
+$552K
|
+2,622
|
New
|
|
|
2420
|
Darwin Wealth Management
Tampa,
Florida
|
$554K
|
-$42.3K
|
-201
|
-7%
|
|
|
2421
|
Act Wealth Management
Plano,
Texas
|
$553K
|
+$210
|
+1
|
+0%
|
|
|
2422
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$552K
|
-$9.05K
|
-43
|
-2%
|
|
|
2423
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$550K
|
-$21K
|
-100
|
-4%
|
|
|
2424
|
Donor Advised Charitable Giving
San Francisco,
California
|
$547K
|
–
|
–
|
–
|
|
|
2425
|
HT Partners
Centerbrook,
Connecticut
|
$547K
|
+$162K
|
+770
|
+80%
|
|
