|
601
|
PDS Planning
Dublin,
Ohio
|
$1.93M
|
+$43.3K
|
+744
|
+2%
|
|
|
602
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$1.92M
|
+$788K
|
+13,547
|
+66%
|
|
|
603
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.92M
|
+$97K
|
+1,668
|
+5%
|
|
|
604
|
Means Investment Company
Bangor,
Maine
|
$1.92M
|
-$124K
|
-2,126
|
-6%
|
|
|
605
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.92M
|
-$78.3K
|
-1,346
|
-4%
|
|
|
606
|
MLP3 LLC
Linwood,
New Jersey
|
$1.92M
|
-$111K
|
-1,910
|
-5%
|
|
|
607
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.92M
|
-$90.3K
|
-1,552
|
-4%
|
|
|
608
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$1.91M
|
+$99.5K
|
+1,710
|
+5%
|
|
|
609
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$1.91M
|
+$1.96M
|
+33,691
|
New
|
|
|
610
|
Tompkins Financial
Ithaca,
New York
|
$1.91M
|
+$1.47M
|
+25,353
|
+305%
|
|
|
611
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.9M
|
+$179K
|
+3,082
|
+10%
|
|
|
612
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.9M
|
+$84.1K
|
+1,446
|
+5%
|
|
|
613
|
Somerset Trust
Somerset,
Pennsylvania
|
$1.89M
|
+$62.5K
|
+1,075
|
+3%
|
|
|
614
|
Wealth Effects
Boston,
Massachusetts
|
$1.88M
|
+$89.6K
|
+1,540
|
+5%
|
|
|
615
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$1.87M
|
-$273K
|
-4,700
|
-12%
|
|
|
616
|
Perryman Financial Advisory
Dallas,
Texas
|
$1.87M
|
+$22.8K
|
+392
|
+1%
|
|
|
617
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.87M
|
+$156K
|
+2,686
|
+9%
|
|
|
618
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.87M
|
+$160K
|
+2,753
|
+9%
|
|
|
619
|
US Bancorp
Minneapolis,
Minnesota
|
$1.86M
|
-$385K
|
-6,624
|
-17%
|
|
|
620
|
West Michigan Advisors
Holland,
Michigan
|
$1.84M
|
-$1.51M
|
-25,960
|
-44%
|
|
|
621
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$1.83M
|
+$737K
|
+12,675
|
+65%
|
|
|
622
|
Umpqua Bank
Lake Oswego,
Oregon
|
$1.82M
|
-$22.7K
|
-391
|
-1%
|
|
|
623
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.81M
|
-$39K
|
-671
|
-2%
|
|
|
624
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.81M
|
+$198K
|
+3,397
|
+12%
|
|
|
625
|
Fidelity Investments
Boston,
Massachusetts
|
$1.8M
|
+$1.28M
|
+21,959
|
+224%
|
|
