|
826
|
Verus Wealth Management
De Pere,
Wisconsin
|
$276K
|
–
|
–
|
–
|
|
|
827
|
Essex Savings Bank
Essex,
Connecticut
|
$274K
|
+$25.4K
|
+254
|
+10%
|
|
|
828
|
Total Wealth Planning
Cincinnati,
Ohio
|
$270K
|
-$12.5M
|
-124,706
|
-98%
|
|
|
829
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$269K
|
–
|
–
|
–
|
|
|
830
|
Donor Advised Charitable Giving
San Francisco,
California
|
$267K
|
+$262K
|
+2,614
|
New
|
|
|
831
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$266K
|
+$900
|
+9
|
+0.3%
|
|
|
832
|
M&T Bank
Buffalo,
New York
|
$265K
|
+$2.3K
|
+23
|
+0.9%
|
|
|
833
|
Signet Financial Management
Parsippany,
New Jersey
|
$256K
|
–
|
–
|
–
|
|
|
834
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$256K
|
+$251K
|
+2,508
|
New
|
|
|
835
|
Carter Financial Group
Barrington,
Illinois
|
$254K
|
+$1.1K
|
+11
|
+0.4%
|
|
|
836
|
Fortress Financial Group
Rochester,
Minnesota
|
$254K
|
+$249K
|
+2,493
|
New
|
|
|
837
|
Osprey Private Wealth
New York
|
$252K
|
+$247K
|
+2,472
|
New
|
|
|
838
|
Robinswood Financial
Kirkland,
Washington
|
$251K
|
–
|
–
|
–
|
|
|
839
|
Rinkey Investments
San Diego,
California
|
$250K
|
+$245K
|
+2,450
|
New
|
|
|
840
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$249K
|
–
|
–
|
–
|
|
|
841
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$248K
|
+$3.1K
|
+31
|
+1%
|
|
|
842
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$247K
|
–
|
–
|
–
|
|
|
843
|
Oath Planning
Tulsa,
Oklahoma
|
$246K
|
+$241K
|
+2,413
|
New
|
|
|
844
|
Bessemer Group
Woodbridge,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
845
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$246K
|
+$241K
|
+2,410
|
New
|
|
|
846
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$244K
|
+$2.1K
|
+21
|
+0.9%
|
|
|
847
|
Berger Financial Group
Plymouth,
Minnesota
|
$242K
|
-$4.8K
|
-48
|
-2%
|
|
|
848
|
Aspiriant LLC
Los Angeles,
California
|
$242K
|
-$43.4K
|
-434
|
-15%
|
|
|
849
|
Midwest Trust
Overland Park,
Kansas
|
$242K
|
-$23.9K
|
-239
|
-9%
|
|
|
850
|
Family Legacy Inc
Greenville,
South Carolina
|
$241K
|
-$500
|
-5
|
-0.2%
|
|
