|
1551
|
Barrett & Company
Providence,
Rhode Island
|
$834K
|
+$115
|
+1
|
+0%
|
|
|
1552
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$834K
|
–
|
–
|
–
|
|
|
1553
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$834K
|
-$310K
|
-2,699
|
-28%
|
|
|
1554
|
SC&H Financial Advisors
Sparks,
Maryland
|
$833K
|
-$30.7K
|
-267
|
-4%
|
|
|
1555
|
Pine Valley Investments
Marlton,
New Jersey
|
$833K
|
-$41.1K
|
-357
|
-5%
|
|
|
1556
|
Powell Investment Advisors
Miami,
Florida
|
$831K
|
+$2.99K
|
+26
|
+0.4%
|
|
|
1557
|
Fisher Asset Management
Camas,
Washington
|
$831K
|
+$46.7K
|
+406
|
+6%
|
|
|
1558
|
Donor Advised Charitable Giving
San Francisco,
California
|
$829K
|
-$275K
|
-2,389
|
-25%
|
|
|
1559
|
Opulen Financial Group
Arlington,
Virginia
|
$829K
|
+$5.75K
|
+50
|
+0.7%
|
|
|
1560
|
Capasso Planning Partners
Charleston,
South Carolina
|
$827K
|
-$25.8K
|
-224
|
-3%
|
|
|
1561
|
|
$824K
|
+$1.61K
|
+14
|
+0.2%
|
|
|
1562
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$824K
|
-$5.29K
|
-46
|
-0.7%
|
|
|
1563
|
Security National Bank
Omaha,
Nebraska
|
$824K
|
-$10.6K
|
-92
|
-1%
|
|
|
1564
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$820K
|
+$127K
|
+1,105
|
+19%
|
|
|
1565
|
Arlington Trust
Birmingham,
Alabama
|
$819K
|
-$406K
|
-3,529
|
-34%
|
|
|
1566
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$818K
|
-$36.6K
|
-318
|
-4%
|
|
|
1567
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$818K
|
+$791K
|
+6,881
|
New
|
|
|
1568
|
City National Bank of Florida
Miami,
Florida
|
$814K
|
+$24K
|
+209
|
+3%
|
|
|
1569
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$809K
|
+$3.68K
|
+32
|
+0.5%
|
|
|
1570
|
RiverFront Investment Group
Richmond,
Virginia
|
$805K
|
–
|
–
|
–
|
|
|
1571
|
Total Wealth Planning
Cincinnati,
Ohio
|
$804K
|
+$56.4K
|
+490
|
+8%
|
|
|
1572
|
Perritt Capital Management
Chicago,
Illinois
|
$802K
|
+$2.88K
|
+25
|
+0.4%
|
|
|
1573
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$799K
|
-$54.6K
|
-475
|
-7%
|
|
|
1574
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$798K
|
+$488K
|
+4,242
|
+174%
|
|
|
1575
|
Brio Consultants
San Francisco,
California
|
$797K
|
-$159K
|
-1,385
|
-17%
|
|
