|
401
|
Aspiriant LLC
Los Angeles,
California
|
$623K
|
–
|
–
|
–
|
|
|
402
|
Wealthstream Advisors
New York
|
$620K
|
–
|
–
|
–
|
|
|
403
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$619K
|
+$58.2K
|
+345
|
+10%
|
|
|
404
|
HUB Investment Partners
Austin,
Texas
|
$618K
|
+$618K
|
+3,659
|
New
|
|
|
405
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$611K
|
–
|
–
|
–
|
|
|
406
|
Bouchey Financial Group
Troy,
New York
|
$606K
|
–
|
–
|
–
|
|
|
407
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$601K
|
+$601K
|
+3,562
|
New
|
|
|
408
|
Traveka Wealth
Los Altos,
California
|
$597K
|
–
|
–
|
–
|
|
|
409
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$592K
|
-$5.4K
|
-32
|
-0.9%
|
|
|
410
|
LPWM LLC
Minneapolis,
Minnesota
|
$589K
|
–
|
–
|
–
|
|
|
411
|
AQR Capital Management
Greenwich,
Connecticut
|
$587K
|
-$51.1K
|
-303
|
-8%
|
|
|
412
|
Venture Visionary Partners
Sylvania,
Ohio
|
$586K
|
-$16.9K
|
-100
|
-3%
|
|
|
413
|
Global Retirement Partners
San Rafael,
California
|
$583K
|
+$78.1K
|
+463
|
+15%
|
|
|
414
|
Forum Financial Management
Lombard,
Illinois
|
$579K
|
+$12.8K
|
+76
|
+2%
|
|
|
415
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$569K
|
-$10.3K
|
-61
|
-2%
|
|
|
416
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$568K
|
–
|
–
|
–
|
|
|
417
|
Joel Isaacson & Co
New York
|
$568K
|
–
|
–
|
–
|
|
|
418
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$564K
|
+$11.5K
|
+68
|
+2%
|
|
|
419
|
Creekside Partners
Petaluma,
California
|
$563K
|
+$563K
|
+3,336
|
New
|
|
|
420
|
Caprock Group
Boise,
Idaho
|
$560K
|
–
|
–
|
–
|
|
|
421
|
World Investment Advisors
Santa Barbara,
California
|
$559K
|
+$369K
|
+2,185
|
+194%
|
|
|
422
|
Olistico Wealth
Tulsa,
Oklahoma
|
$557K
|
+$219K
|
+1,300
|
+65%
|
|
|
423
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$557K
|
-$50.5K
|
-299
|
-8%
|
|
|
424
|
Diversify Advisory Services
Sandy,
Utah
|
$556K
|
+$559K
|
+3,314
|
New
|
|
|
425
|
Montecito Bank & Trust
Santa Barbara,
California
|
$551K
|
-$139K
|
-823
|
-20%
|
|
