|
601
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.3M
|
+$28.7K
|
+92
|
+2%
|
|
|
602
|
Pachira Investments
Dana Point,
California
|
$1.3M
|
+$4.06K
|
+13
|
+0.3%
|
|
|
603
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.3M
|
+$5.62K
|
+18
|
+0.4%
|
|
|
604
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.3M
|
-$97.1K
|
-311
|
-7%
|
|
|
605
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.29M
|
-$15.6K
|
-50
|
-1%
|
|
|
606
|
Atalanta Sosnoff Capital
New York
|
$1.26M
|
+$579K
|
+1,855
|
+86%
|
|
|
607
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.25M
|
–
|
–
|
–
|
|
|
608
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.24M
|
+$15.3K
|
+49
|
+1%
|
|
|
609
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$1.23M
|
+$6.25K
|
+20
|
+0.5%
|
|
|
610
|
American Money Management
Rancho Santa Fe,
California
|
$1.22M
|
-$33.1K
|
-106
|
-3%
|
|
|
611
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.21M
|
+$656K
|
+2,100
|
+121%
|
|
|
612
|
David J. Yvars Group
University Park,
Florida
|
$1.2M
|
-$20.9K
|
-67
|
-2%
|
|
|
613
|
Seven Post Investment Office
San Francisco,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
614
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.19M
|
+$5.62K
|
+18
|
+0.5%
|
|
|
615
|
True North Advisors
Dallas,
Texas
|
$1.17M
|
+$1.16M
|
+3,729
|
New
|
|
|
616
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.17M
|
+$6.25K
|
+20
|
+0.5%
|
|
|
617
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$1.17M
|
+$1.16M
|
+3,717
|
New
|
|
|
618
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.17M
|
-$24.7K
|
-79
|
-2%
|
|
|
619
|
Austin Wealth Management
Austin,
Texas
|
$1.16M
|
-$551K
|
-1,766
|
-33%
|
|
|
620
|
EntreWealth
Austin,
Texas
|
$1.16M
|
-$551K
|
-1,766
|
-33%
|
|
|
621
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.16M
|
+$15.3K
|
+49
|
+1%
|
|
|
622
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.15M
|
-$9.37K
|
-30
|
-0.8%
|
|
|
623
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.15M
|
-$20.6K
|
-66
|
-2%
|
|
|
624
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.15M
|
–
|
–
|
–
|
|
|
625
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$1.14M
|
-$56.5K
|
-181
|
-5%
|
|
