|
601
|
Tortoise Investment Management
White Plains,
New York
|
$3.14M
|
+$154K
|
+3,619
|
+5%
|
|
|
602
|
Moulton Wealth Management
Spokane,
Washington
|
$3.12M
|
+$3.03M
|
+70,979
|
New
|
|
|
603
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.1M
|
+$37.5K
|
+879
|
+1%
|
|
|
604
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$3.09M
|
-$56.5K
|
-1,325
|
-2%
|
|
|
605
|
University of Maryland Foundation
Adelphi,
Maryland
|
$3.09M
|
+$2.99M
|
+70,135
|
New
|
|
|
606
|
Appleton Partners
Boston,
Massachusetts
|
$3.09M
|
-$3.33K
|
-78
|
-0.1%
|
|
|
607
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.07M
|
+$129K
|
+3,033
|
+5%
|
|
|
608
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.01M
|
+$8.61K
|
+202
|
+0.3%
|
|
|
609
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$3.01M
|
+$16.7K
|
+392
|
+0.6%
|
|
|
610
|
Iconiq Capital
San Francisco,
California
|
$2.99M
|
+$2.77K
|
+65
|
+0.1%
|
|
|
611
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.98M
|
-$61.5K
|
-1,442
|
-2%
|
|
|
612
|
Continuum Advisory
Eagle,
Idaho
|
$2.98M
|
-$21.7K
|
-510
|
-0.7%
|
|
|
613
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$2.96M
|
+$231K
|
+5,425
|
+9%
|
|
|
614
|
Gradient Capital Advisors
San Diego,
California
|
$2.94M
|
-$16.8K
|
-394
|
-0.6%
|
|
|
615
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.93M
|
-$132K
|
-3,105
|
-4%
|
|
|
616
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.93M
|
-$283K
|
-6,627
|
-9%
|
|
|
617
|
Miles Capital
West Des Moines,
Iowa
|
$2.89M
|
-$469K
|
-11,002
|
-14%
|
|
|
618
|
PFG Private Wealth Management
Lutz,
Florida
|
$2.87M
|
+$2.78M
|
+65,200
|
New
|
|
|
619
|
Crestone Asset Management
Boulder,
Colorado
|
$2.86M
|
+$198K
|
+4,636
|
+8%
|
|
|
620
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.85M
|
-$132K
|
-3,103
|
-5%
|
|
|
621
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$2.85M
|
-$278K
|
-6,510
|
-9%
|
|
|
622
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$2.79M
|
+$406K
|
+9,526
|
+18%
|
|
|
623
|
|
$2.78M
|
-$15.4K
|
-360
|
-0.6%
|
|
|
624
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$2.77M
|
-$358K
|
-8,400
|
-12%
|
|
|
625
|
|
$2.77M
|
-$19.6K
|
-459
|
-0.7%
|
|
