|
1026
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.35M
|
+$33.9K
|
+200
|
+2%
|
|
|
1027
|
Regatta Capital Group
El Segundo,
California
|
$1.35M
|
+$106K
|
+623
|
+8%
|
|
|
1028
|
GS Investments
Minneapolis,
Minnesota
|
$1.35M
|
-$41.2K
|
-243
|
-3%
|
|
|
1029
|
Private Trust Company
Cleveland,
Ohio
|
$1.35M
|
+$60.5K
|
+357
|
+4%
|
|
|
1030
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.35M
|
-$422K
|
-2,488
|
-21%
|
|
|
1031
|
Callahan Advisors
Houston,
Texas
|
$1.34M
|
-$454K
|
-2,675
|
-22%
|
|
|
1032
|
|
$1.34M
|
-$498K
|
-2,937
|
-24%
|
|
|
1033
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.34M
|
-$1.36K
|
-8
|
-0.1%
|
|
|
1034
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.33M
|
-$60.2K
|
-355
|
-4%
|
|
|
1035
|
IMA Advisory Services
Denver,
Colorado
|
$1.33M
|
-$50.4K
|
-297
|
-3%
|
|
|
1036
|
IHT Wealth Management
Chicago,
Illinois
|
$1.33M
|
+$365K
|
+2,155
|
+31%
|
|
|
1037
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.32M
|
+$32.2K
|
+190
|
+2%
|
|
|
1038
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.32M
|
+$63.1K
|
+372
|
+4%
|
|
|
1039
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.32M
|
+$242K
|
+1,429
|
+18%
|
|
|
1040
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1.31M
|
+$1.09M
|
+6,457
|
+240%
|
|
|
1041
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.31M
|
-$26.6K
|
-157
|
-2%
|
|
|
1042
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.31M
|
+$1.02K
|
+6
|
+0.1%
|
|
|
1043
|
Equitable Holdings
New York
|
$1.31M
|
+$139K
|
+821
|
+10%
|
|
|
1044
|
Asset Dedication LLC
San Francisco,
California
|
$1.31M
|
+$149K
|
+880
|
+10%
|
|
|
1045
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.31M
|
+$4.24K
|
+25
|
+0.3%
|
|
|
1046
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.31M
|
+$221K
|
+1,301
|
+17%
|
|
|
1047
|
Bank of Marin
Novato,
California
|
$1.31M
|
-$67.5K
|
-398
|
-4%
|
|
|
1048
|
VeraBank
Henderson,
Texas
|
$1.3M
|
-$11K
|
-65
|
-0.7%
|
|
|
1049
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.3M
|
+$74.1K
|
+437
|
+5%
|
|
|
1050
|
Financial Engines Advisors
Santa Clara,
California
|
$1.3M
|
+$40.9K
|
+241
|
+3%
|
|
