|
1826
|
Briaud Financial Planning
College Station,
Texas
|
$1.11M
|
–
|
–
|
–
|
|
|
1827
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
1828
|
|
$1.1M
|
+$21.2K
|
+55
|
+2%
|
|
|
1829
|
Mengis Capital Management
Portland,
Oregon
|
$1.1M
|
-$15.4K
|
-40
|
-1%
|
|
|
1830
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.09M
|
+$131K
|
+340
|
+14%
|
|
|
1831
|
Planning Center Inc
Moline,
Illinois
|
$1.09M
|
-$147K
|
-380
|
-12%
|
|
|
1832
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.09M
|
–
|
–
|
–
|
|
|
1833
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
1834
|
E&G Advisors
Houston,
Texas
|
$1.09M
|
-$114K
|
-295
|
-9%
|
|
|
1835
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.08M
|
-$5.79K
|
-15
|
-0.5%
|
|
|
1836
|
New Republic Capital
Charlotte,
North Carolina
|
$1.08M
|
+$1.09M
|
+2,821
|
New
|
|
|
1837
|
Nuveen
Charlotte,
North Carolina
|
$1.08M
|
-$1.42M
|
-3,690
|
-57%
|
|
|
1838
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.07M
|
-$285K
|
-738
|
-21%
|
|
|
1839
|
Prosperity Planning
Kansas City,
Missouri
|
$1.07M
|
–
|
–
|
–
|
|
|
1840
|
Cora Capital Advisors
Marlton,
New Jersey
|
$1.06M
|
+$1.07M
|
+2,770
|
New
|
|
|
1841
|
Sonora Investment Management Group
Tucson,
Arizona
|
$1.06M
|
-$32K
|
-83
|
-3%
|
|
|
1842
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
1843
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$1.06M
|
-$3.86K
|
-10
|
-0.4%
|
|
|
1844
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.06M
|
–
|
–
|
–
|
|
|
1845
|
Slow Capital
Greenbrae,
California
|
$1.06M
|
-$69.5K
|
-180
|
-6%
|
|
|
1846
|
Lakewood Asset Management
Naperville,
Illinois
|
$1.06M
|
+$1.06M
|
+2,749
|
New
|
|
|
1847
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.05M
|
-$23.5K
|
-61
|
-2%
|
|
|
1848
|
Parthenon LLC
Louisville,
Kentucky
|
$1.04M
|
–
|
–
|
–
|
|
|
1849
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.04M
|
-$36.7K
|
-95
|
-3%
|
|
|
1850
|
Wealthspan Partners
Davenport,
Iowa
|
$1.04M
|
+$386
|
+1
|
+0%
|
|
