|
901
|
Summit Financial
Parsippany,
New Jersey
|
$811K
|
+$770K
|
+11,944
|
New
|
|
|
902
|
Darwin Wealth Management
Tampa,
Florida
|
$805K
|
-$1.02M
|
-15,868
|
-57%
|
|
|
903
|
Capital Bank & Trust
Irvine,
California
|
$796K
|
-$618K
|
-9,592
|
-45%
|
|
|
904
|
Ballast Advisors
Woodbury,
Minnesota
|
$795K
|
+$7.22K
|
+112
|
+1%
|
|
|
905
|
Spinnaker Trust
Portland,
Maine
|
$794K
|
-$144K
|
-2,240
|
-16%
|
|
|
906
|
Cribstone Capital Management
Augusta,
Maine
|
$792K
|
-$6.45K
|
-100
|
-0.9%
|
|
|
907
|
First City Capital Management
Savannah,
Georgia
|
$792K
|
–
|
–
|
–
|
|
|
908
|
Charles Schwab
San Francisco,
California
|
$788K
|
+$748K
|
+11,600
|
New
|
|
|
909
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$787K
|
-$11.1K
|
-172
|
-1%
|
|
|
910
|
Partners in Financial Planning
Salem,
Virginia
|
$786K
|
+$747K
|
+11,584
|
New
|
|
|
911
|
Novak Financial Planning
Bel Air,
Maryland
|
$785K
|
-$20.6K
|
-320
|
-3%
|
|
|
912
|
Angeles Investment Advisors
Santa Monica,
California
|
$784K
|
–
|
–
|
–
|
|
|
913
|
Corient Capital Partners
Newport Beach,
California
|
$783K
|
-$13.9K
|
-216
|
-2%
|
|
|
914
|
Adero Partners
Pleasanton,
California
|
$782K
|
+$9.8K
|
+152
|
+1%
|
|
|
915
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$780K
|
+$85.9K
|
+1,332
|
+13%
|
|
|
916
|
Appleton Partners
Boston,
Massachusetts
|
$778K
|
-$51.6K
|
-800
|
-7%
|
|
|
917
|
Prosperity Planning
Kansas City,
Missouri
|
$776K
|
+$195K
|
+3,024
|
+36%
|
|
|
918
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$775K
|
+$138K
|
+2,140
|
+23%
|
|
|
919
|
Essex Savings Bank
Essex,
Connecticut
|
$773K
|
-$33K
|
-512
|
-4%
|
|
|
920
|
Chilton Capital Management
Houston,
Texas
|
$772K
|
-$260K
|
-4,040
|
-26%
|
|
|
921
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$770K
|
-$16.8K
|
-260
|
-2%
|
|
|
922
|
Round Table Services
Westfield,
New Jersey
|
$768K
|
–
|
–
|
–
|
|
|
923
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$766K
|
–
|
–
|
–
|
|
|
924
|
Strategic Financial Partners
Bend,
Oregon
|
$765K
|
-$117K
|
-1,808
|
-14%
|
|
|
925
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$765K
|
+$6.96K
|
+108
|
+1%
|
|
