|
501
|
|
$629K
|
+$312K
|
+2,831
|
+103%
|
|
|
502
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$628K
|
–
|
–
|
–
|
|
|
503
|
Vista Capital Partners
Portland,
Oregon
|
$625K
|
+$94.7K
|
+859
|
+18%
|
|
|
504
|
Millennium Management
New York
|
$619K
|
-$626K
|
-5,677
|
-51%
|
|
|
505
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$615K
|
-$9.7K
|
-88
|
-2%
|
|
|
506
|
Avantax Planning Partners
Dubuque,
Iowa
|
$608K
|
-$972K
|
-8,814
|
-62%
|
|
|
507
|
Divergent Planning
Bethesda,
Maryland
|
$598K
|
-$46.5K
|
-422
|
-7%
|
|
|
508
|
MGO One Seven
Beachwood,
Ohio
|
$593K
|
+$96.4K
|
+874
|
+20%
|
|
|
509
|
Hohimer Wealth Management
Seattle,
Washington
|
$593K
|
–
|
–
|
–
|
|
|
510
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$587K
|
-$94.5K
|
-857
|
-14%
|
|
|
511
|
Smith, Moore & Co
Clayton,
Missouri
|
$586K
|
–
|
–
|
–
|
|
|
512
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$586K
|
-$9.92K
|
-90
|
-2%
|
|
|
513
|
Well Done LLC
Holland,
Michigan
|
$577K
|
+$70.9K
|
+643
|
+14%
|
|
|
514
|
First Foundation Advisors
Irvine,
California
|
$576K
|
+$882
|
+8
|
+0.2%
|
|
|
515
|
Fiduciary Financial Group
San Rafael,
California
|
$573K
|
+$539K
|
+4,891
|
New
|
|
|
516
|
Lantern Wealth Advisors
Melville,
New York
|
$572K
|
+$2.76K
|
+25
|
+0.5%
|
|
|
517
|
|
$572K
|
+$2.87K
|
+26
|
+0.5%
|
|
|
518
|
Addis & Hill
Wayne,
Pennsylvania
|
$571K
|
–
|
–
|
–
|
|
|
519
|
Aspiriant LLC
Los Angeles,
California
|
$567K
|
+$19.3K
|
+175
|
+4%
|
|
|
520
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$553K
|
-$7.5K
|
-68
|
-1%
|
|
|
521
|
Five Oceans Advisors
Santa Monica,
California
|
$550K
|
+$4.85K
|
+44
|
+0.9%
|
|
|
522
|
Global Retirement Partners
San Rafael,
California
|
$546K
|
+$35.3K
|
+320
|
+7%
|
|
|
523
|
Monument Capital Management
Alexandria,
Virginia
|
$544K
|
-$66.6K
|
-604
|
-11%
|
|
|
524
|
Cable Hill Partners
Portland,
Oregon
|
$541K
|
+$530K
|
+4,805
|
New
|
|
|
525
|
Integrity Financial
Cheyenne,
Wyoming
|
$540K
|
+$61.9K
|
+561
|
+13%
|
|
