|
526
|
Copperleaf Capital
Raleigh,
North Carolina
|
$2M
|
+$139K
|
+764
|
+7%
|
|
|
527
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2M
|
+$115K
|
+633
|
+6%
|
|
|
528
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$1.99M
|
+$1.99M
|
+10,944
|
New
|
|
|
529
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.99M
|
-$90.9K
|
-499
|
-4%
|
|
|
530
|
WBH Advisory
Baltimore,
Maryland
|
$1.98M
|
-$139K
|
-764
|
-7%
|
|
|
531
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.98M
|
-$173K
|
-951
|
-8%
|
|
|
532
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.97M
|
-$580K
|
-3,185
|
-23%
|
|
|
533
|
PFG Advisors
Phoenix,
Arizona
|
$1.96M
|
+$352K
|
+1,935
|
+22%
|
|
|
534
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.95M
|
+$467K
|
+2,566
|
+31%
|
|
|
535
|
Marietta Wealth Management
Marietta,
Georgia
|
$1.95M
|
+$364
|
+2
|
+0%
|
|
|
536
|
Whittier Trust
South Pasadena,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
537
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.93M
|
+$78.3K
|
+430
|
+4%
|
|
|
538
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.92M
|
+$388K
|
+2,129
|
+25%
|
|
|
539
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.92M
|
-$1.92M
|
-10,567
|
Closed
|
|
|
540
|
IFG Advisory
Atlanta,
Georgia
|
$1.9M
|
+$69K
|
+379
|
+4%
|
|
|
541
|
Lee Financial
Dallas,
Texas
|
$1.88M
|
-$74.1K
|
-407
|
-4%
|
|
|
542
|
The Family Firm
Bethesda,
Maryland
|
$1.88M
|
+$8.74K
|
+48
|
+0.5%
|
|
|
543
|
Brown Brothers Harriman & Co
New York
|
$1.85M
|
+$117K
|
+640
|
+7%
|
|
|
544
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.84M
|
–
|
–
|
–
|
|
|
545
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.83M
|
-$8.2K
|
-45
|
-0.4%
|
|
|
546
|
Sachetta
Lynnfield,
Massachusetts
|
$1.82M
|
-$60.6K
|
-333
|
-3%
|
|
|
547
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.82M
|
+$19.3K
|
+106
|
+1%
|
|
|
548
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.81M
|
+$1.81M
|
+9,963
|
New
|
|
|
549
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1.81M
|
-$132K
|
-723
|
-7%
|
|
|
550
|
Stephens Inc
Little Rock,
Arkansas
|
$1.81M
|
-$340K
|
-1,866
|
-16%
|
|
