|
526
|
Williams Financial
North Bennington,
Vermont
|
$1.81M
|
+$1.21M
|
+17,090
|
+184%
|
|
|
527
|
Renaissance Technologies
New York
|
$1.81M
|
+$1.27M
|
+18,000
|
+214%
|
|
|
528
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.8M
|
+$3.82K
|
+54
|
+0.2%
|
|
|
529
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.8M
|
+$613K
|
+8,663
|
+49%
|
|
|
530
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.8M
|
–
|
–
|
–
|
|
|
531
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.79M
|
–
|
–
|
–
|
|
|
532
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.78M
|
-$1.53M
|
-21,641
|
-45%
|
|
|
533
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.77M
|
-$37.6K
|
-532
|
-2%
|
|
|
534
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.76M
|
+$635K
|
+8,971
|
+54%
|
|
|
535
|
Perigon Wealth Management
San Francisco,
California
|
$1.75M
|
-$249K
|
-3,512
|
-12%
|
|
|
536
|
First Western Trust Bank
Denver,
Colorado
|
$1.74M
|
–
|
–
|
–
|
|
|
537
|
Intrust Bank
Wichita,
Kansas
|
$1.74M
|
–
|
–
|
–
|
|
|
538
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.74M
|
+$1.19M
|
+16,776
|
+196%
|
|
|
539
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.71M
|
-$209K
|
-2,951
|
-11%
|
|
|
540
|
Boston Family Office
Boston,
Massachusetts
|
$1.7M
|
+$204K
|
+2,880
|
+13%
|
|
|
541
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$1.69M
|
-$54.2K
|
-766
|
-3%
|
|
|
542
|
WMS Partners
Towson,
Maryland
|
$1.69M
|
-$11K
|
-155
|
-0.6%
|
|
|
543
|
IHT Wealth Management
Chicago,
Illinois
|
$1.67M
|
-$243K
|
-3,439
|
-12%
|
|
|
544
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$1.66M
|
-$4.95K
|
-70
|
-0.3%
|
|
|
545
|
Marietta Wealth Management
Marietta,
Georgia
|
$1.65M
|
–
|
–
|
–
|
|
|
546
|
Magnus Financial Group
New York
|
$1.64M
|
+$57.7K
|
+815
|
+4%
|
|
|
547
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$1.64M
|
-$78.6K
|
-1,111
|
-4%
|
|
|
548
|
AssetMark Inc
Concord,
California
|
$1.64M
|
+$1.07M
|
+15,130
|
+173%
|
|
|
549
|
Prosperity Planning
Kansas City,
Missouri
|
$1.63M
|
+$42.8K
|
+605
|
+3%
|
|
|
550
|
Manchester Capital Management
Manchester,
Vermont
|
$1.62M
|
+$108K
|
+1,532
|
+7%
|
|
