|
501
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.31M
|
-$55.5K
|
-287
|
-4%
|
|
|
502
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.31M
|
+$929K
|
+4,800
|
+263%
|
|
|
503
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.31M
|
+$387
|
+2
|
+0%
|
|
|
504
|
American Trust
Lexington,
Kentucky
|
$1.3M
|
+$13.5K
|
+70
|
+1%
|
|
|
505
|
WhitTier Trust Company
Reno,
Nevada
|
$1.29M
|
–
|
–
|
–
|
|
|
506
|
Magnus Financial Group
New York
|
$1.29M
|
+$25.5K
|
+132
|
+2%
|
|
|
507
|
ARWA LLC
Fort Worth,
Texas
|
$1.27M
|
-$400K
|
-2,070
|
-25%
|
|
|
508
|
Cozad Asset Management
Champaign,
Illinois
|
$1.26M
|
+$14.1K
|
+73
|
+1%
|
|
|
509
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.25M
|
+$9.29K
|
+48
|
+0.8%
|
|
|
510
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.25M
|
+$41.8K
|
+216
|
+4%
|
|
|
511
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.25M
|
+$29.8K
|
+154
|
+2%
|
|
|
512
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$1.24M
|
–
|
–
|
–
|
|
|
513
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.24M
|
+$2.52K
|
+13
|
+0.2%
|
|
|
514
|
Ritholtz Wealth Management
New York
|
$1.22M
|
-$3.48K
|
-18
|
-0.3%
|
|
|
515
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
516
|
Opinicus Capital
Tampa,
Florida
|
$1.19M
|
-$6K
|
-31
|
-0.5%
|
|
|
517
|
Asset One Wealth Management
Bellevue,
Washington
|
$1.18M
|
+$15.3K
|
+79
|
+1%
|
|
|
518
|
Summit Trail Advisors
New York
|
$1.18M
|
-$193
|
-1
|
-0%
|
|
|
519
|
Y-Intercept (HK)
Hong Kong
|
$1.18M
|
+$113K
|
+584
|
+11%
|
|
|
520
|
Neuberger Berman Group
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
521
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.17M
|
+$584K
|
+3,019
|
+105%
|
|
|
522
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$1.15M
|
+$26.9K
|
+139
|
+2%
|
|
|
523
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.14M
|
-$27.9K
|
-144
|
-2%
|
|
|
524
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$1.13M
|
–
|
–
|
–
|
|
|
525
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.12M
|
-$827K
|
-4,274
|
-43%
|
|
