|
726
|
Capital Planning
Bellevue,
Washington
|
$259K
|
+$256K
|
+4,680
|
New
|
|
|
727
|
Claybrook Capital
Wellesley,
Massachusetts
|
$254K
|
+$250K
|
+4,584
|
New
|
|
|
728
|
Seaview Investment Managers
Miami,
Florida
|
$250K
|
-$65.2K
|
-1,194
|
-21%
|
|
|
729
|
Curi Wealth Management
Raleigh,
North Carolina
|
$250K
|
+$246K
|
+4,513
|
New
|
|
|
730
|
Capital City Trust
Tallahassee,
Florida
|
$247K
|
+$244K
|
+4,472
|
New
|
|
|
731
|
Carson Advisory
Athens,
Georgia
|
$246K
|
+$4.04K
|
+74
|
+2%
|
|
|
732
|
|
$246K
|
-$2.57K
|
-47
|
-1%
|
|
|
733
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$246K
|
+$243K
|
+4,441
|
New
|
|
|
734
|
SEI Investments
Oaks,
Pennsylvania
|
$245K
|
+$242K
|
+4,425
|
New
|
|
|
735
|
Coho Partners
Berwyn,
Pennsylvania
|
$243K
|
+$240K
|
+4,388
|
New
|
|
|
736
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$241K
|
+$236K
|
+4,323
|
New
|
|
|
737
|
Coldstream Capital Management
Bellevue,
Washington
|
$239K
|
+$236K
|
+4,318
|
New
|
|
|
738
|
Fluent Financial
Dallas,
Texas
|
$238K
|
+$235K
|
+4,306
|
New
|
|
|
739
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$236K
|
+$233K
|
+4,261
|
New
|
|
|
740
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$236K
|
+$232K
|
+4,257
|
New
|
|
|
741
|
Forum Financial Management
Lombard,
Illinois
|
$232K
|
-$51.9K
|
-951
|
-19%
|
|
|
742
|
Fortem Financial Group
Palm Desert,
California
|
$226K
|
-$18.9K
|
-346
|
-8%
|
|
|
743
|
Security Financial Services
Fort Wayne,
Indiana
|
$224K
|
+$5.35K
|
+98
|
+2%
|
|
|
744
|
Colonial Trust
Spartanburg,
South Carolina
|
$223K
|
+$98.3K
|
+1,800
|
+80%
|
|
|
745
|
Empirical Wealth Management
Seattle,
Washington
|
$221K
|
+$218K
|
+3,991
|
New
|
|
|
746
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$221K
|
-$9.39K
|
-172
|
-4%
|
|
|
747
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$219K
|
+$216K
|
+3,964
|
New
|
|
|
748
|
CRA Financial Services
Northfield,
New Jersey
|
$218K
|
+$215K
|
+3,944
|
New
|
|
|
749
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$211K
|
+$208K
|
+3,805
|
New
|
|
|
750
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$210K
|
+$3.39K
|
+62
|
+2%
|
|
