|
501
|
Lutz Financial Services
Omaha,
Nebraska
|
$735K
|
+$713K
|
+6,637
|
New
|
|
|
502
|
Pin Oak Investment Advisors
Houston,
Texas
|
$734K
|
-$34.4K
|
-320
|
-5%
|
|
|
503
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$733K
|
-$1.31M
|
-12,213
|
-65%
|
|
|
504
|
WESCAP Management Group
Glendale,
California
|
$732K
|
–
|
–
|
–
|
|
|
505
|
TrueWealth LLC
Atlanta,
Georgia
|
$730K
|
–
|
–
|
–
|
|
|
506
|
BKS Advisors
Southfield,
Michigan
|
$725K
|
+$21.5K
|
+200
|
+3%
|
|
|
507
|
Ford Financial Group
Fresno,
California
|
$724K
|
+$41.3K
|
+384
|
+6%
|
|
|
508
|
Next Financial Group
Houston,
Texas
|
$723K
|
-$1.23M
|
-11,412
|
-64%
|
|
|
509
|
Northwest Wealth Management
Spencer,
Iowa
|
$713K
|
+$967
|
+9
|
+0.1%
|
|
|
510
|
Millennium Management
New York
|
$713K
|
+$693K
|
+6,444
|
New
|
|
|
511
|
Coe Capital Management
Highland Park,
Illinois
|
$711K
|
+$265K
|
+2,465
|
+62%
|
|
|
512
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$703K
|
-$12.7K
|
-118
|
-2%
|
|
|
513
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$703K
|
-$3.23K
|
-30
|
-0.5%
|
|
|
514
|
First Personal Financial Services
Charlotte,
North Carolina
|
$701K
|
-$159K
|
-1,481
|
-19%
|
|
|
515
|
Altium Wealth Management
Purchase,
New York
|
$701K
|
-$115K
|
-1,069
|
-14%
|
|
|
516
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$698K
|
+$62K
|
+577
|
+10%
|
|
|
517
|
Keeler Thomas Management
Orem,
Utah
|
$697K
|
-$17.5K
|
-163
|
-3%
|
|
|
518
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$696K
|
–
|
–
|
–
|
|
|
519
|
Cantor Fitzgerald Investment Advisors
New York
|
$696K
|
–
|
–
|
–
|
|
|
520
|
Meridian Wealth Management
Lexington,
Kentucky
|
$687K
|
-$75.2K
|
-700
|
-10%
|
|
|
521
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$675K
|
-$3.33K
|
-31
|
-0.5%
|
|
|
522
|
Advisornet Financial
Minnetonka,
Minnesota
|
$674K
|
+$61.4K
|
+571
|
+10%
|
|
|
523
|
JGP Wealth Management
Bend,
Oregon
|
$674K
|
+$216K
|
+2,012
|
+50%
|
|
|
524
|
HeadInvest LLC
Portland,
Maine
|
$670K
|
-$140K
|
-1,300
|
-18%
|
|
|
525
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$668K
|
+$2.79K
|
+26
|
+0.4%
|
|
