|
751
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$518K
|
–
|
–
|
–
|
|
|
752
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$518K
|
+$1.8K
|
+4
|
+0.4%
|
|
|
753
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$518K
|
-$123K
|
-274
|
-20%
|
|
|
754
|
Redwood Financial Network
Solon,
Ohio
|
$517K
|
-$40.6K
|
-90
|
-7%
|
|
|
755
|
Penobscot Investment Management
Boston,
Massachusetts
|
$515K
|
+$135K
|
+300
|
+37%
|
|
|
756
|
Choate Investment Advisors
Boston,
Massachusetts
|
$511K
|
–
|
–
|
–
|
|
|
757
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$511K
|
–
|
–
|
–
|
|
|
758
|
Root Financial Partners
Encinitas,
California
|
$510K
|
+$25.2K
|
+56
|
+5%
|
|
|
759
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$510K
|
–
|
–
|
–
|
|
|
760
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$508K
|
-$19.8K
|
-44
|
-4%
|
|
|
761
|
Scharf Investments
Los Gatos,
California
|
$508K
|
–
|
–
|
–
|
|
|
762
|
Bessemer Group
Woodbridge,
New Jersey
|
$507K
|
+$103K
|
+228
|
+26%
|
|
|
763
|
Principal Securities
Des Moines,
Iowa
|
$507K
|
-$19.4K
|
-43
|
-4%
|
|
|
764
|
Mattern Wealth Management
Lawrence,
Kansas
|
$503K
|
–
|
–
|
–
|
|
|
765
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$502K
|
+$1.35K
|
+3
|
+0.3%
|
|
|
766
|
Warner Financial
Bethesda,
Maryland
|
$500K
|
+$451
|
+1
|
+0.1%
|
|
|
767
|
Athena Investment Management
Orinda,
California
|
$500K
|
-$24.8K
|
-55
|
-5%
|
|
|
768
|
NorthRock Partners
Minneapolis,
Minnesota
|
$500K
|
+$485K
|
+1,077
|
New
|
|
|
769
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$498K
|
+$243K
|
+540
|
+101%
|
|
|
770
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$495K
|
+$186K
|
+413
|
+63%
|
|
|
771
|
Momentum Wealth Planning
Estero,
Florida
|
$495K
|
-$45.1K
|
-100
|
-9%
|
|
|
772
|
Vivaldi Capital Management
Chicago,
Illinois
|
$494K
|
–
|
–
|
–
|
|
|
773
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$492K
|
-$1.8K
|
-4
|
-0.4%
|
|
|
774
|
Haven Private
Orlando,
Florida
|
$492K
|
-$108K
|
-240
|
-18%
|
|
|
775
|
AlphaCore Capital
La Jolla,
California
|
$489K
|
-$3.15K
|
-7
|
-0.7%
|
|
