|
826
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$1.2M
|
+$1.17M
|
+16,317
|
New
|
|
|
827
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.2M
|
+$13.5K
|
+188
|
+1%
|
|
|
828
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.2M
|
+$325K
|
+4,528
|
+36%
|
|
|
829
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.18M
|
-$38.6K
|
-539
|
-3%
|
|
|
830
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
831
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.18M
|
–
|
–
|
–
|
|
|
832
|
Townsend & Associates
Westminster,
Colorado
|
$1.16M
|
+$349K
|
+4,867
|
+47%
|
|
|
833
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.16M
|
+$1.18M
|
+16,528
|
New
|
|
|
834
|
First National Bank of South Miami
South Miami,
Florida
|
$1.15M
|
+$252K
|
+3,518
|
+27%
|
|
|
835
|
Hayden Royal
Charlotte,
North Carolina
|
$1.14M
|
-$1.05M
|
-14,618
|
-47%
|
|
|
836
|
|
$1.14M
|
-$8.17K
|
-114
|
-0.7%
|
|
|
837
|
Steph & Co
Marinette,
Wisconsin
|
$1.13M
|
-$14.1K
|
-197
|
-1%
|
|
|
838
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.13M
|
+$118K
|
+1,653
|
+11%
|
|
|
839
|
Linscomb Wealth
Houston,
Texas
|
$1.13M
|
+$86.4K
|
+1,205
|
+8%
|
|
|
840
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.13M
|
+$72
|
+1
|
+0%
|
|
|
841
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.12M
|
+$68.2K
|
+951
|
+6%
|
|
|
842
|
Essex Financial Services
Essex,
Connecticut
|
$1.11M
|
+$141K
|
+1,974
|
+14%
|
|
|
843
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.11M
|
+$430
|
+6
|
+0%
|
|
|
844
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$1.1M
|
+$1.08M
|
+15,035
|
New
|
|
|
845
|
Brown Advisory Securities
Baltimore,
Maryland
|
$1.1M
|
+$41.2K
|
+575
|
+4%
|
|
|
846
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.1M
|
-$49K
|
-684
|
-4%
|
|
|
847
|
tru Independence
Portland,
Oregon
|
$1.1M
|
+$1.12M
|
+15,628
|
New
|
|
|
848
|
JSF Financial
Los Angeles,
California
|
$1.09M
|
+$191K
|
+2,660
|
+21%
|
|
|
849
|
WP Advisors
San Francisco,
California
|
$1.09M
|
-$24.7K
|
-344
|
-2%
|
|
|
850
|
Cadence Bank NA
Houston,
Texas
|
$1.09M
|
-$56.9K
|
-794
|
-5%
|
|
