|
501
|
Q3 Asset Management
Birmingham,
Michigan
|
$2.4M
|
+$2.37M
|
+28,546
|
New
|
|
|
502
|
True Link Financial Advisors
San Francisco,
California
|
$2.38M
|
–
|
–
|
–
|
|
|
503
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.36M
|
+$112K
|
+1,343
|
+5%
|
|
|
504
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$2.35M
|
+$26K
|
+313
|
+1%
|
|
|
505
|
Life Planning Partners
Jacksonville,
Florida
|
$2.34M
|
-$416
|
-5
|
-0%
|
|
|
506
|
Balance Wealth
Delaware,
Ohio
|
$2.32M
|
+$2.3M
|
+27,602
|
New
|
|
|
507
|
Man Group
London,
United Kingdom
|
$2.32M
|
+$297K
|
+3,567
|
+15%
|
|
|
508
|
SGL Investment Advisors
Missoula,
Montana
|
$2.31M
|
+$683K
|
+8,206
|
+42%
|
|
|
509
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$2.31M
|
+$2.29M
|
+27,482
|
New
|
|
|
510
|
RMR Capital Management
Tustin,
California
|
$2.3M
|
+$328K
|
+3,940
|
+17%
|
|
|
511
|
TriaGen Wealth Management
Calabasas,
California
|
$2.28M
|
+$194K
|
+2,337
|
+9%
|
|
|
512
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$2.24M
|
-$208K
|
-2,500
|
-9%
|
|
|
513
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.22M
|
-$37.1K
|
-446
|
-2%
|
|
|
514
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.22M
|
+$166K
|
+1,998
|
+8%
|
|
|
515
|
CVA Family Office
Denver,
Colorado
|
$2.21M
|
+$286K
|
+3,438
|
+15%
|
|
|
516
|
James Investment Research
Alpha,
Ohio
|
$2.21M
|
-$58.9K
|
-708
|
-3%
|
|
|
517
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$2.19M
|
-$250K
|
-3,005
|
-10%
|
|
|
518
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$2.19M
|
+$69K
|
+830
|
+3%
|
|
|
519
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.18M
|
+$22K
|
+264
|
+1%
|
|
|
520
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.18M
|
+$10.9K
|
+131
|
+0.5%
|
|
|
521
|
Ascent Wealth Partners
New Hartford,
New York
|
$2.17M
|
+$550K
|
+6,606
|
+34%
|
|
|
522
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.17M
|
+$114K
|
+1,366
|
+6%
|
|
|
523
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.15M
|
+$1.91M
|
+22,947
|
+878%
|
|
|
524
|
HORAN Wealth
Cincinnati,
Ohio
|
$2.14M
|
-$16.5K
|
-198
|
-0.8%
|
|
|
525
|
RoundAngle Advisors
Red Bank,
New Jersey
|
$2.13M
|
-$16.3K
|
-196
|
-0.8%
|
|
