|
451
|
Insight Wealth Strategies
San Ramon,
California
|
$1.8M
|
-$10.8K
|
-178
|
-0.6%
|
|
|
452
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.79M
|
+$30K
|
+494
|
+2%
|
|
|
453
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1.78M
|
-$37.1K
|
-612
|
-2%
|
|
|
454
|
Evensky & Katz
Coral Gables,
Florida
|
$1.78M
|
-$7.09K
|
-117
|
-0.4%
|
|
|
455
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.78M
|
+$1.69M
|
+27,880
|
New
|
|
|
456
|
Quest Capital Management
Dallas,
Texas
|
$1.77M
|
+$312K
|
+5,140
|
+23%
|
|
|
457
|
Parallel Advisors
San Francisco,
California
|
$1.76M
|
-$55.5K
|
-915
|
-3%
|
|
|
458
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.76M
|
+$1.67M
|
+27,545
|
New
|
|
|
459
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.75M
|
–
|
–
|
–
|
|
|
460
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.74M
|
+$168K
|
+2,768
|
+11%
|
|
|
461
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.72M
|
-$41K
|
-676
|
-2%
|
|
|
462
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$1.72M
|
-$130K
|
-2,140
|
-7%
|
|
|
463
|
Curated Wealth Partners
El Segundo,
California
|
$1.7M
|
+$1.62M
|
+26,700
|
New
|
|
|
464
|
Alesco Advisors
Pittsford,
New York
|
$1.67M
|
–
|
–
|
–
|
|
|
465
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.67M
|
+$189K
|
+3,119
|
+14%
|
|
|
466
|
Cooper Financial Group
Irvine,
California
|
$1.67M
|
+$1.01M
|
+16,639
|
+176%
|
|
|
467
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.66M
|
+$53.6K
|
+884
|
+4%
|
|
|
468
|
Summit Financial Group
Moorefield,
West Virginia
|
$1.65M
|
–
|
–
|
–
|
|
|
469
|
Mather Group
Chicago,
Illinois
|
$1.64M
|
-$86.1K
|
-1,420
|
-5%
|
|
|
470
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.64M
|
+$1.45M
|
+23,906
|
+1,374%
|
|
|
471
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.62M
|
-$69.4K
|
-1,144
|
-4%
|
|
|
472
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.61M
|
+$197K
|
+3,249
|
+15%
|
|
|
473
|
Martel Wealth Advisors
Vancouver,
Washington
|
$1.6M
|
-$88.8K
|
-1,465
|
-18%
|
|
|
474
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.59M
|
+$98.3K
|
+1,621
|
+7%
|
|
|
475
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.58M
|
+$21.3K
|
+352
|
+1%
|
|
