|
401
|
Novak Financial Planning
Bel Air,
Maryland
|
$1.21M
|
+$2.64K
|
+25
|
+0.2%
|
|
|
402
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.21M
|
+$138K
|
+1,305
|
+14%
|
|
|
403
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.2M
|
-$297K
|
-2,810
|
-21%
|
|
|
404
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$1.17M
|
–
|
–
|
–
|
|
|
405
|
Edge Capital Group
Atlanta,
Georgia
|
$1.17M
|
–
|
–
|
–
|
|
|
406
|
TIAA FSB
Jacksonville,
Florida
|
$1.17M
|
+$1.08M
|
+10,240
|
New
|
|
|
407
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
408
|
Smith Anglin Financial
Dallas,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
409
|
|
$1.16M
|
-$84.4K
|
-799
|
-7%
|
|
|
410
|
Brio Consultants
San Francisco,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
411
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$1.15M
|
+$426K
|
+4,030
|
+576%
|
|
|
412
|
Ballew Advisors
Jackson,
Mississippi
|
$1.15M
|
+$502K
|
+4,750
|
+90%
|
|
|
413
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.15M
|
-$129K
|
-1,218
|
-11%
|
|
|
414
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.14M
|
+$9.3K
|
+88
|
+0.9%
|
|
|
415
|
Henshaw Capital
Woburn,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
416
|
Tompkins Financial
Ithaca,
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
417
|
Edge Wealth Management
New York
|
$1.14M
|
-$56.5K
|
-535
|
-5%
|
|
|
418
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
-$114K
|
-1,079
|
-10%
|
|
|
419
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.12M
|
+$384K
|
+3,634
|
+58%
|
|
|
420
|
Abbrea Capital
Greenbrae,
California
|
$1.12M
|
-$21.1K
|
-200
|
-2%
|
|
|
421
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$1.1M
|
–
|
–
|
–
|
|
|
422
|
M. Kulyk & Associates
Decatur,
Georgia
|
$1.09M
|
-$317K
|
-3,001
|
-24%
|
|
|
423
|
WealthSource Partners
San Luis Obispo,
California
|
$1.08M
|
+$73.4K
|
+695
|
+8%
|
|
|
424
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.07M
|
-$26.2K
|
-248
|
-3%
|
|
|
425
|
Occidental Asset Management
Burlingame,
California
|
$1.07M
|
–
|
–
|
–
|
|
