|
1351
|
Center for Financial Planning
Southfied,
Michigan
|
$606K
|
–
|
–
|
–
|
|
|
1352
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$606K
|
+$69.4K
|
+349
|
+13%
|
|
|
1353
|
Northwest Bancshares
Warren,
Pennsylvania
|
$604K
|
-$18.7K
|
-94
|
-3%
|
|
|
1354
|
Transatlantique Private Wealth
New York
|
$604K
|
-$47.8K
|
-240
|
-7%
|
|
|
1355
|
Taylor Financial Group
Roanoke,
Virginia
|
$604K
|
-$8.56K
|
-43
|
-1%
|
|
|
1356
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$603K
|
-$32K
|
-161
|
-5%
|
|
|
1357
|
Postrock Partners
Overland Park,
Oregon
|
$600K
|
–
|
–
|
–
|
|
|
1358
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$598K
|
–
|
–
|
–
|
|
|
1359
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$596K
|
–
|
–
|
–
|
|
|
1360
|
Bosun Asset Management
Chicago,
Illinois
|
$595K
|
–
|
–
|
–
|
|
|
1361
|
Rovin Capital
Mesa,
Arizona
|
$595K
|
+$51.9K
|
+261
|
+10%
|
|
|
1362
|
Codex Capital Asset Management
Dallas,
Texas
|
$595K
|
–
|
–
|
–
|
|
|
1363
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$595K
|
–
|
–
|
–
|
|
|
1364
|
First Horizon Corporation
Memphis,
Tennessee
|
$593K
|
+$595K
|
+2,989
|
New
|
|
|
1365
|
MJP Associates
Farmington,
Connecticut
|
$589K
|
-$91.1K
|
-458
|
-13%
|
|
|
1366
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$588K
|
-$25.1K
|
-126
|
-4%
|
|
|
1367
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$588K
|
-$61.5K
|
-309
|
-9%
|
|
|
1368
|
Meridian Wealth Advisors
Austin,
Texas
|
$588K
|
-$22.1K
|
-111
|
-4%
|
|
|
1369
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$587K
|
-$66.5K
|
-334
|
-10%
|
|
|
1370
|
Covenant Asset Management
Chester,
New Jersey
|
$583K
|
–
|
–
|
–
|
|
|
1371
|
McRae Capital Management
Morristown,
New Jersey
|
$583K
|
-$179K
|
-900
|
-23%
|
|
|
1372
|
Asset Dedication LLC
San Francisco,
California
|
$581K
|
-$140K
|
-703
|
-19%
|
|
|
1373
|
Aprio Wealth Management
Atlanta,
Georgia
|
$575K
|
+$129K
|
+649
|
+29%
|
|
|
1374
|
Caldwell Sutter Capital
Sausalito,
California
|
$574K
|
–
|
–
|
–
|
|
|
1375
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$571K
|
-$885K
|
-4,449
|
-61%
|
|
