|
401
|
One Degree Advisors
San Diego,
California
|
$37.5M
|
-$4.01M
|
-12,049
|
-10%
|
|
|
402
|
BWM Planning
The Woodlands,
Texas
|
$37.2M
|
+$3.62M
|
+10,895
|
+11%
|
|
|
403
|
|
$36.9M
|
-$780K
|
-2,344
|
-2%
|
|
|
404
|
My Personal CFO LLC
Vancouver,
Washington
|
$36.8M
|
+$10.6M
|
+31,867
|
+41%
|
|
|
405
|
Manuka Financial
Richmond,
Virginia
|
$36.8M
|
+$615K
|
+1,850
|
+2%
|
|
|
406
|
Weinberger Asset Management
Los Angeles,
California
|
$36.6M
|
-$1.03M
|
-3,108
|
-3%
|
|
|
407
|
Tudor Investment Corp
Stamford,
Connecticut
|
$36.5M
|
+$6.85M
|
+20,580
|
+23%
|
|
|
408
|
Integris Wealth Management
Monterey,
California
|
$36.4M
|
+$1.69M
|
+5,077
|
+5%
|
|
|
409
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$36.2M
|
+$9.65K
|
+29
|
+0%
|
|
|
410
|
Atria Investments
Charlotte,
North Carolina
|
$36.1M
|
-$1.03M
|
-3,106
|
-3%
|
|
|
411
|
Roundview Capital
Princeton,
New Jersey
|
$36.1M
|
+$415K
|
+1,248
|
+1%
|
|
|
412
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$36M
|
-$1.5M
|
-4,502
|
-4%
|
|
|
413
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$36M
|
+$620K
|
+1,864
|
+2%
|
|
|
414
|
Harbour Investments
Madison,
Wisconsin
|
$35.9M
|
+$548K
|
+1,648
|
+2%
|
|
|
415
|
|
$35.8M
|
+$4.33K
|
+13
|
+0%
|
|
|
416
|
Advyzon Investment Management
Lisle,
Illinois
|
$35.6M
|
+$3.39M
|
+10,204
|
+11%
|
|
|
417
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$35.2M
|
+$3.19M
|
+9,576
|
+10%
|
|
|
418
|
KCM Investment Advisors
Greenbrae,
California
|
$35M
|
-$1.33M
|
-4,002
|
-4%
|
|
|
419
|
Skyline Advisors
Bellingham,
Washington
|
$34.8M
|
+$401K
|
+1,206
|
+1%
|
|
|
420
|
Pacific Park Financial
Lagina Hills,
California
|
$34.8M
|
+$34.5M
|
+103,661
|
New
|
|
|
421
|
Axos Invest
Las Vegas,
Nevada
|
$34.7M
|
-$13.3M
|
-39,930
|
-28%
|
|
|
422
|
B&D White Capital Company
Lakeway,
Texas
|
$34.4M
|
-$4.83M
|
-14,517
|
-12%
|
|
|
423
|
Chandler Asset Management
San Diego,
California
|
$34.4M
|
-$832K
|
-2,500
|
-2%
|
|
|
424
|
David Kennon
Sarasota,
Florida
|
$34.3M
|
-$285K
|
-857
|
-0.8%
|
|
|
425
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$34.3M
|
+$5.53M
|
+16,612
|
+19%
|
|
