|
1101
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.09M
|
+$1.1M
|
+22,614
|
New
|
|
|
1102
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.08M
|
-$41K
|
-842
|
-4%
|
|
|
1103
|
Vickerman Investment Advisors
Spokane,
Washington
|
$1.08M
|
-$74.3K
|
-1,526
|
-6%
|
|
|
1104
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.08M
|
+$1.1M
|
+22,533
|
New
|
|
|
1105
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.08M
|
+$23.8K
|
+490
|
+2%
|
|
|
1106
|
Covestor
London,
United Kingdom
|
$1.08M
|
+$723K
|
+14,855
|
+196%
|
|
|
1107
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.08M
|
+$782K
|
+16,067
|
+252%
|
|
|
1108
|
AMI Investment Management
Kendallville,
Indiana
|
$1.08M
|
-$89.5K
|
-1,839
|
-8%
|
|
|
1109
|
Retirement Group
San Diego,
California
|
$1.07M
|
-$5.74K
|
-118
|
-0.5%
|
|
|
1110
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$1.07M
|
+$1.09M
|
+22,327
|
New
|
|
|
1111
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.07M
|
-$1.22K
|
-25
|
-0.1%
|
|
|
1112
|
Zacks Investment Management
Chicago,
Illinois
|
$1.07M
|
+$223K
|
+4,574
|
+26%
|
|
|
1113
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$1.07M
|
+$5.6K
|
+115
|
+0.5%
|
|
|
1114
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.06M
|
+$1.08M
|
+22,130
|
New
|
|
|
1115
|
TownSquare Capital
Provo,
Utah
|
$1.06M
|
-$16.4K
|
-338
|
-2%
|
|
|
1116
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.06M
|
+$321K
|
+6,590
|
+43%
|
|
|
1117
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.06M
|
+$1.07M
|
+22,000
|
New
|
|
|
1118
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
1119
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.05M
|
+$396K
|
+8,138
|
+59%
|
|
|
1120
|
Independent Financial Group
San Diego,
California
|
$1.05M
|
+$57.8K
|
+1,188
|
+6%
|
|
|
1121
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.05M
|
–
|
–
|
–
|
|
|
1122
|
First Financial Corp
Terre Haute,
Indiana
|
$1.05M
|
+$808K
|
+16,594
|
+320%
|
|
|
1123
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.05M
|
–
|
–
|
–
|
|
|
1124
|
Pacific Financial Group
Bellevue,
Washington
|
$1.04M
|
+$681
|
+14
|
+0.1%
|
|
|
1125
|
WealthShield Partners
Cary,
North Carolina
|
$1.04M
|
+$81.1K
|
+1,666
|
+8%
|
|
