|
601
|
Capital Planning Advisors
Roseville,
California
|
$650K
|
–
|
–
|
–
|
|
|
602
|
Catalyst Private Wealth
San Mateo,
California
|
$648K
|
–
|
–
|
–
|
|
|
603
|
JSF Financial
Los Angeles,
California
|
$648K
|
+$98.2K
|
+646
|
+18%
|
|
|
604
|
Snowden Capital Advisors
New York
|
$646K
|
-$31.2K
|
-205
|
-5%
|
|
|
605
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$646K
|
+$41.5K
|
+273
|
+7%
|
|
|
606
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$637K
|
+$618K
|
+4,066
|
New
|
|
|
607
|
Essex Savings Bank
Essex,
Connecticut
|
$636K
|
–
|
–
|
–
|
|
|
608
|
Private Capital Group
West Hartford,
Connecticut
|
$635K
|
–
|
–
|
–
|
|
|
609
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$627K
|
–
|
–
|
–
|
|
|
610
|
Pursue Wealth Partners
Clayton,
California
|
$627K
|
+$608K
|
+4,000
|
New
|
|
|
611
|
Cerity Partners OCIO
New York
|
$625K
|
-$5.17K
|
-34
|
-0.8%
|
|
|
612
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$615K
|
+$12.8K
|
+84
|
+2%
|
|
|
613
|
Brown Brothers Harriman & Co
New York
|
$609K
|
–
|
–
|
–
|
|
|
614
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$608K
|
-$3.19K
|
-21
|
-0.5%
|
|
|
615
|
Planned Solutions
Folsom,
California
|
$605K
|
+$588K
|
+3,864
|
New
|
|
|
616
|
Arete Wealth Advisors
Chicago,
Illinois
|
$604K
|
+$53.2K
|
+350
|
+10%
|
|
|
617
|
Tranquility Partners
Brentwood,
Tennessee
|
$602K
|
+$85.9K
|
+565
|
+17%
|
|
|
618
|
NTV Asset Management
Charleston,
West Virginia
|
$599K
|
–
|
–
|
–
|
|
|
619
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$593K
|
+$114K
|
+750
|
+25%
|
|
|
620
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$590K
|
–
|
–
|
–
|
|
|
621
|
Plancorp LLC
Saint Louis,
Missouri
|
$589K
|
–
|
–
|
–
|
|
|
622
|
Insight Advisors
Newtown,
Pennsylvania
|
$588K
|
–
|
–
|
–
|
|
|
623
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$586K
|
+$192K
|
+1,263
|
+51%
|
|
|
624
|
Mather Group
Chicago,
Illinois
|
$584K
|
-$8.21K
|
-54
|
-1%
|
|
|
625
|
Novare Capital Management
Charlotte,
North Carolina
|
$584K
|
+$1.52K
|
+10
|
+0.3%
|
|
