|
1301
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$640K
|
+$63.4K
|
+1,662
|
+11%
|
|
|
1302
|
Morton Capital Management
Calabasas,
California
|
$639K
|
+$257K
|
+6,745
|
+70%
|
|
|
1303
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$639K
|
-$2.59M
|
-67,877
|
-81%
|
|
|
1304
|
RCS Financial Planning
Annapolis,
Maryland
|
$633K
|
+$620K
|
+16,251
|
New
|
|
|
1305
|
F&V Capital Management
Boca Raton,
Florida
|
$631K
|
–
|
–
|
–
|
|
|
1306
|
RHS Financial
San Francisco,
California
|
$628K
|
-$12.2K
|
-321
|
-2%
|
|
|
1307
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$627K
|
-$2.33K
|
-61
|
-0.4%
|
|
|
1308
|
Summit Financial Strategies
Columbus,
Ohio
|
$626K
|
+$133K
|
+3,500
|
+28%
|
|
|
1309
|
ESL Trust Services
Rochester,
New York
|
$623K
|
+$114K
|
+2,993
|
+23%
|
|
|
1310
|
Wealth Architects
Mountain View,
California
|
$620K
|
-$6.94K
|
-182
|
-1%
|
|
|
1311
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$619K
|
–
|
–
|
–
|
|
|
1312
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$619K
|
-$57K
|
-1,495
|
-9%
|
|
|
1313
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$617K
|
-$137K
|
-3,582
|
-18%
|
|
|
1314
|
Independent Financial Group
San Diego,
California
|
$617K
|
+$18.8K
|
+494
|
+3%
|
|
|
1315
|
Dimension Capital Management
Coral Gables,
Florida
|
$615K
|
-$5.3K
|
-139
|
-0.9%
|
|
|
1316
|
Upper Left Wealth Management
Tampa,
Florida
|
$615K
|
-$171K
|
-4,487
|
-22%
|
|
|
1317
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$613K
|
-$68.6K
|
-1,798
|
-10%
|
|
|
1318
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$612K
|
-$381
|
-10
|
-0.1%
|
|
|
1319
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$610K
|
+$597K
|
+15,654
|
New
|
|
|
1320
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$609K
|
-$17K
|
-447
|
-3%
|
|
|
1321
|
Prosperity Planning
Kansas City,
Missouri
|
$604K
|
–
|
–
|
–
|
|
|
1322
|
TFG Advisers
Auburn Hills,
Michigan
|
$604K
|
-$197K
|
-5,164
|
-25%
|
|
|
1323
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$604K
|
-$23.1K
|
-605
|
-4%
|
|
|
1324
|
Boston Research & Management
Manchester,
Massachusetts
|
$601K
|
+$13.2K
|
+347
|
+2%
|
|
|
1325
|
My Legacy Advisors
Bend,
Oregon
|
$598K
|
-$352K
|
-9,231
|
-39%
|
|
