|
801
|
XY Planning Network
Bozeman,
Montana
|
$7.59M
|
+$2.22M
|
+41,444
|
+45%
|
|
|
802
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$7.59M
|
-$363K
|
-6,774
|
-5%
|
|
|
803
|
Sebold Capital Management
Lisle,
Illinois
|
$7.56M
|
-$3.16K
|
-59
|
-0%
|
|
|
804
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$7.55M
|
-$4.71M
|
-87,929
|
-40%
|
|
|
805
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$7.55M
|
+$161K
|
+2,997
|
+2%
|
|
|
806
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$7.5M
|
-$377K
|
-7,041
|
-5%
|
|
|
807
|
Victrix Investment Advisors
Stuart,
Florida
|
$7.44M
|
+$744K
|
+13,897
|
+12%
|
|
|
808
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$7.43M
|
–
|
–
|
–
|
|
|
809
|
Liberty Capital Management
Birmingham,
Michigan
|
$7.42M
|
-$23.9K
|
-446
|
-0.3%
|
|
|
810
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$7.41M
|
–
|
–
|
–
|
|
|
811
|
Resolute Advisors
San Francisco,
California
|
$7.4M
|
+$197K
|
+3,679
|
+3%
|
|
|
812
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$7.36M
|
-$8.62K
|
-161
|
-0.1%
|
|
|
813
|
Sound Stewardship
Overland Park,
Kansas
|
$7.34M
|
+$342K
|
+6,385
|
+5%
|
|
|
814
|
WinCap Financial
Boston,
Massachusetts
|
$7.33M
|
+$396K
|
+7,388
|
+6%
|
|
|
815
|
Courier Capital
Buffalo,
New York
|
$7.31M
|
+$2.33M
|
+43,464
|
+51%
|
|
|
816
|
AlphaCore Capital
La Jolla,
California
|
$7.31M
|
+$851K
|
+15,891
|
+14%
|
|
|
817
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$7.28M
|
-$230K
|
-4,296
|
-3%
|
|
|
818
|
Journey Beyond Wealth
Roswell,
Georgia
|
$7.28M
|
+$175K
|
+3,267
|
+3%
|
|
|
819
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$7.23M
|
-$233K
|
-4,353
|
-3%
|
|
|
820
|
|
$7.23M
|
-$244K
|
-4,548
|
-3%
|
|
|
821
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$7.21M
|
+$6.19M
|
+115,610
|
+1,072%
|
|
|
822
|
Silver Oak Securities
Jackson,
Tennessee
|
$7.17M
|
-$101K
|
-1,889
|
-1%
|
|
|
823
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$7.17M
|
+$1.45M
|
+27,157
|
+28%
|
|
|
824
|
Disciplina Capital Management
Nashville,
Tennessee
|
$7.16M
|
–
|
–
|
–
|
|
|
825
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$7.15M
|
-$30.8K
|
-575
|
-0.5%
|
|
