|
526
|
Roundview Capital
Princeton,
New Jersey
|
$1.51M
|
+$464K
|
+6,115
|
+47%
|
|
|
527
|
20/20 Capital Management
Costa Mesa,
California
|
$1.5M
|
+$53.1K
|
+701
|
+4%
|
|
|
528
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.5M
|
-$67.2K
|
-886
|
-4%
|
|
|
529
|
Oxford Financial Group
Carmel,
Indiana
|
$1.49M
|
+$33.7K
|
+445
|
+2%
|
|
|
530
|
World Investment Advisors
Santa Barbara,
California
|
$1.48M
|
+$234K
|
+3,082
|
+21%
|
|
|
531
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.47M
|
+$9.48K
|
+125
|
+0.7%
|
|
|
532
|
Oldfather Financial Services
Kearney,
Nebraska
|
$1.46M
|
+$1.36M
|
+17,932
|
New
|
|
|
533
|
MAI Capital Management
Independence,
Ohio
|
$1.46M
|
-$3.15M
|
-41,601
|
-69%
|
|
|
534
|
Gradient Capital Advisors
San Diego,
California
|
$1.46M
|
+$294K
|
+3,872
|
+26%
|
|
|
535
|
Bank of Marin
Novato,
California
|
$1.46M
|
+$33.2K
|
+438
|
+2%
|
|
|
536
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.45M
|
-$32.1K
|
-424
|
-2%
|
|
|
537
|
Atria Investments
Charlotte,
North Carolina
|
$1.44M
|
+$1.39M
|
+18,386
|
New
|
|
|
538
|
Howard Wealth Management
Madison,
Connecticut
|
$1.44M
|
-$72K
|
-950
|
-5%
|
|
|
539
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.43M
|
+$177K
|
+2,332
|
+15%
|
|
|
540
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.42M
|
+$30.3K
|
+400
|
+2%
|
|
|
541
|
|
$1.42M
|
-$196K
|
-2,582
|
-12%
|
|
|
542
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.42M
|
-$58.6K
|
-773
|
-4%
|
|
|
543
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$1.41M
|
-$759K
|
-10,014
|
-36%
|
|
|
544
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.41M
|
+$168K
|
+2,213
|
+14%
|
|
|
545
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.41M
|
-$126K
|
-1,667
|
-9%
|
|
|
546
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.39M
|
-$180K
|
-2,379
|
-12%
|
|
|
547
|
Covenant Asset Management
Chester,
New Jersey
|
$1.39M
|
-$150K
|
-1,978
|
-10%
|
|
|
548
|
NBT Bank
Norwich,
New York
|
$1.39M
|
-$473K
|
-6,234
|
-26%
|
|
|
549
|
Principal Financial Group
Des Moines,
Iowa
|
$1.39M
|
-$2.45M
|
-32,353
|
-65%
|
|
|
550
|
Marcum Wealth
Cleveland,
Ohio
|
$1.38M
|
+$840K
|
+11,081
|
+169%
|
|
