|
526
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$627K
|
–
|
–
|
–
|
|
|
527
|
ARS Investment Partners
New York
|
$622K
|
–
|
–
|
–
|
|
|
528
|
King Wealth Management Group
Naples,
Florida
|
$620K
|
+$1.47K
|
+7
|
+0.2%
|
|
|
529
|
Perigon Wealth Management
San Francisco,
California
|
$618K
|
+$78.5K
|
+374
|
+14%
|
|
|
530
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$618K
|
+$620K
|
+2,953
|
New
|
|
|
531
|
Global Retirement Partners
San Rafael,
California
|
$611K
|
+$111K
|
+527
|
+22%
|
|
|
532
|
Narwhal Capital Management
Marietta,
Georgia
|
$610K
|
-$13.2K
|
-63
|
-2%
|
|
|
533
|
Montecito Bank & Trust
Santa Barbara,
California
|
$606K
|
–
|
–
|
–
|
|
|
534
|
Reston Wealth Management
Reston,
Virginia
|
$603K
|
+$1.68K
|
+8
|
+0.3%
|
|
|
535
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$599K
|
+$219K
|
+1,041
|
+57%
|
|
|
536
|
Private Trust Company
Cleveland,
Ohio
|
$593K
|
–
|
–
|
–
|
|
|
537
|
Busey Bank
Urbana,
Illinois
|
$593K
|
+$595K
|
+2,835
|
New
|
|
|
538
|
Bogart Wealth LLC
Mclean,
Virginia
|
$593K
|
-$90.7K
|
-432
|
-13%
|
|
|
539
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$588K
|
–
|
–
|
–
|
|
|
540
|
LongView Wealth Management
Atlanta,
Georgia
|
$585K
|
+$33.2K
|
+158
|
+6%
|
|
|
541
|
Fiducient Advisors
Chicago,
Illinois
|
$582K
|
+$584K
|
+2,782
|
New
|
|
|
542
|
Sigma Investment Counselors
Northville,
Michigan
|
$579K
|
–
|
–
|
–
|
|
|
543
|
Koenig Investment Advisory
Ashland,
Oregon
|
$578K
|
+$553K
|
+2,634
|
New
|
|
|
544
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$574K
|
–
|
–
|
–
|
|
|
545
|
CreativeOne Wealth
Overland Park,
Kansas
|
$573K
|
+$64.3K
|
+306
|
+13%
|
|
|
546
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$570K
|
–
|
–
|
–
|
|
|
547
|
Tortoise Investment Management
White Plains,
New York
|
$567K
|
-$49.8K
|
-237
|
-8%
|
|
|
548
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$567K
|
-$5.67K
|
-27
|
-1%
|
|
|
549
|
Evermay Wealth Management
Arlington,
Virginia
|
$551K
|
-$14.3K
|
-68
|
-3%
|
|
|
550
|
Ballast Inc
Lexington,
Kentucky
|
$549K
|
–
|
–
|
–
|
|
