|
1626
|
Venturi Wealth Management
Austin,
Texas
|
$600K
|
-$134K
|
-1,260
|
-19%
|
|
|
1627
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$599K
|
-$161K
|
-1,514
|
-22%
|
|
|
1628
|
Trust Company
Manhattan,
Kansas
|
$599K
|
-$27.9K
|
-263
|
-5%
|
|
|
1629
|
Family Management
New York
|
$598K
|
–
|
–
|
–
|
|
|
1630
|
TrueWealth Advisors
Birmingham,
Alabama
|
$596K
|
-$29.9K
|
-282
|
-5%
|
|
|
1631
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$596K
|
+$572K
|
+5,390
|
New
|
|
|
1632
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$596K
|
-$9.6K
|
-90
|
-2%
|
|
|
1633
|
Exchange Bank
Santa Rosa,
California
|
$596K
|
-$1.49K
|
-14
|
-0.3%
|
|
|
1634
|
High Probability Advisors
Pittsford,
New York
|
$595K
|
–
|
–
|
–
|
|
|
1635
|
SP Asset Management
Cupertino,
California
|
$595K
|
+$106
|
+1
|
+0%
|
|
|
1636
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$594K
|
+$1.7K
|
+16
|
+0.3%
|
|
|
1637
|
Willow Creek Wealth Management
Sebastopol,
California
|
$593K
|
–
|
–
|
–
|
|
|
1638
|
Lyell Wealth Management
Menlo Park,
California
|
$592K
|
-$173K
|
-1,625
|
-23%
|
|
|
1639
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$591K
|
-$399K
|
-3,755
|
-41%
|
|
|
1640
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$589K
|
-$1.06K
|
-10
|
-0.2%
|
|
|
1641
|
Strategic Financial Planning
Plano,
Texas
|
$586K
|
–
|
–
|
–
|
|
|
1642
|
MONECO Advisors
Fairfield,
Connecticut
|
$585K
|
+$5.73K
|
+54
|
+1%
|
|
|
1643
|
SteelPeak Wealth
Woodland Hills,
California
|
$584K
|
-$1.59K
|
-15
|
-0.3%
|
|
|
1644
|
American Capital Advisory
Ketchum,
Idaho
|
$583K
|
-$148K
|
-1,398
|
-19%
|
|
|
1645
|
Somerset Trust
Somerset,
Pennsylvania
|
$583K
|
+$23.1K
|
+218
|
+4%
|
|
|
1646
|
Donor Advised Charitable Giving
San Francisco,
California
|
$583K
|
-$12.1K
|
-114
|
-2%
|
|
|
1647
|
Monument Capital Management
Alexandria,
Virginia
|
$582K
|
+$559K
|
+5,266
|
New
|
|
|
1648
|
Advisory Alpha
Holland,
Michigan
|
$580K
|
+$115K
|
+1,086
|
+26%
|
|
|
1649
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$579K
|
+$157K
|
+1,482
|
+39%
|
|
|
1650
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$577K
|
+$59.3K
|
+558
|
+12%
|
|
