|
401
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.3M
|
+$450K
|
+3,972
|
+60%
|
|
|
402
|
Aviance Capital Partners
Naples,
Florida
|
$1.3M
|
-$15.6K
|
-138
|
-1%
|
|
|
403
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.3M
|
+$38.3K
|
+338
|
+3%
|
|
|
404
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.29M
|
+$1.19M
|
+10,469
|
New
|
|
|
405
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.28M
|
+$521K
|
+4,602
|
+79%
|
|
|
406
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.27M
|
+$793
|
+7
|
+0.1%
|
|
|
407
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.27M
|
-$22.7K
|
-200
|
-2%
|
|
|
408
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.26M
|
–
|
–
|
–
|
|
|
409
|
Marcum Wealth
Cleveland,
Ohio
|
$1.25M
|
-$144K
|
-1,273
|
-11%
|
|
|
410
|
Boston Family Office
Boston,
Massachusetts
|
$1.24M
|
–
|
–
|
–
|
|
|
411
|
Meridian Management
Little Rock,
Arkansas
|
$1.24M
|
–
|
–
|
–
|
|
|
412
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.23M
|
+$224K
|
+1,974
|
+25%
|
|
|
413
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.22M
|
-$21.3K
|
-188
|
-2%
|
|
|
414
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.22M
|
-$45.8K
|
-404
|
-4%
|
|
|
415
|
NCM Capital Management
Ramsey,
New Jersey
|
$1.22M
|
+$20.7K
|
+183
|
+2%
|
|
|
416
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.22M
|
+$36.4K
|
+321
|
+3%
|
|
|
417
|
Millennium Management
New York
|
$1.21M
|
+$1.11M
|
+9,822
|
New
|
|
|
418
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$1.2M
|
–
|
–
|
–
|
|
|
419
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.2M
|
-$4.49M
|
-39,628
|
-80%
|
|
|
420
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.2M
|
+$16.8K
|
+148
|
+2%
|
|
|
421
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.19M
|
–
|
–
|
–
|
|
|
422
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.19M
|
+$288K
|
+2,544
|
+36%
|
|
|
423
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.19M
|
-$895K
|
-7,898
|
-45%
|
|
|
424
|
First National Trust
Hermitage,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
|
425
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.18M
|
–
|
–
|
–
|
|
