|
526
|
Sellwood Investment Partners
Portland,
Oregon
|
$1.25M
|
–
|
–
|
–
|
|
|
527
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.25M
|
+$9.78K
|
+68
|
+0.8%
|
|
|
528
|
Brandes Investment Partners
La Jolla,
California
|
$1.25M
|
-$666K
|
-4,631
|
-34%
|
|
|
529
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.25M
|
-$15.5K
|
-108
|
-1%
|
|
|
530
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$1.25M
|
+$18.3K
|
+127
|
+1%
|
|
|
531
|
Atomi Financial Group
New York
|
$1.23M
|
+$8.05K
|
+56
|
+0.6%
|
|
|
532
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.23M
|
+$1.28M
|
+8,865
|
New
|
|
|
533
|
Jennison Associates
New York
|
$1.22M
|
-$5.68M
|
-39,479
|
-82%
|
|
|
534
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.21M
|
+$102K
|
+708
|
+9%
|
|
|
535
|
RFG Advisory
Birmingham,
Alabama
|
$1.21M
|
-$143K
|
-993
|
-10%
|
|
|
536
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.21M
|
+$51.9K
|
+361
|
+4%
|
|
|
537
|
Keel Point
Huntsville,
Alabama
|
$1.21M
|
-$356K
|
-2,475
|
-22%
|
|
|
538
|
Fiduciary Financial Group
San Rafael,
California
|
$1.19M
|
+$6.76K
|
+47
|
+0.5%
|
|
|
539
|
Cerity Partners Retirement Plan Advisors
New York
|
$1.18M
|
+$1.22M
|
+8,513
|
New
|
|
|
540
|
Versant Capital Management
Phoenix,
Arizona
|
$1.18M
|
+$431
|
+3
|
+0%
|
|
|
541
|
Arlington Trust
Birmingham,
Alabama
|
$1.18M
|
–
|
–
|
–
|
|
|
542
|
Trevian Wealth Management
Weston,
Massachusetts
|
$1.18M
|
+$144
|
+1
|
+0%
|
|
|
543
|
Kendall Capital Management
Rockville,
Maryland
|
$1.17M
|
-$31.6K
|
-220
|
-3%
|
|
|
544
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.16M
|
+$13.8K
|
+96
|
+1%
|
|
|
545
|
Unison Advisors
Washington,
District of Columbia
|
$1.15M
|
+$8.49K
|
+59
|
+0.7%
|
|
|
546
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.15M
|
+$1.2M
|
+8,310
|
New
|
|
|
547
|
Pennington Partners & Co
Bethesda,
Maryland
|
$1.14M
|
+$594K
|
+4,133
|
+100%
|
|
|
548
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.13M
|
+$350K
|
+2,435
|
+42%
|
|
|
549
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.13M
|
+$285K
|
+1,980
|
+32%
|
|
|
550
|
Selby Wealth Management
Emeryville,
California
|
$1.13M
|
-$3.31K
|
-23
|
-0.3%
|
|
