|
1501
|
Essex Savings Bank
Essex,
Connecticut
|
$773K
|
-$4.91K
|
-24
|
-0.7%
|
|
|
1502
|
Lewis Asset Management
Lafayette,
California
|
$773K
|
+$324K
|
+1,584
|
+77%
|
|
|
1503
|
Red Crane Wealth Management
San Francisco,
California
|
$770K
|
+$2.05K
|
+10
|
+0.3%
|
|
|
1504
|
WNY Asset Management
Williamsville,
New York
|
$768K
|
-$22.1K
|
-108
|
-3%
|
|
|
1505
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$767K
|
+$60.2K
|
+294
|
+9%
|
|
|
1506
|
Close Asset Management
London,
United Kingdom
|
$766K
|
–
|
–
|
–
|
|
|
1507
|
Edge Wealth Management
New York
|
$766K
|
+$207K
|
+1,010
|
+39%
|
|
|
1508
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$763K
|
-$239K
|
-1,167
|
-25%
|
|
|
1509
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$763K
|
–
|
–
|
–
|
|
|
1510
|
Gentry Private Wealth
Wichita,
Kansas
|
$763K
|
-$659K
|
-3,222
|
-47%
|
|
|
1511
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$762K
|
+$85.1K
|
+416
|
+13%
|
|
|
1512
|
XTX Topco
George Town,
Cayman Islands
|
$762K
|
-$1.98M
|
-9,699
|
-73%
|
|
|
1513
|
Elevation Wealth Partners
Santa Rosa,
California
|
$761K
|
-$390K
|
-1,907
|
-35%
|
|
|
1514
|
Harmony Asset Management
Scottsdale,
Arizona
|
$759K
|
-$32.7K
|
-160
|
-4%
|
|
|
1515
|
LRI Investments
Palm Beach Gardens,
Florida
|
$757K
|
+$146K
|
+713
|
+25%
|
|
|
1516
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$756K
|
+$205
|
+1
|
+0%
|
|
|
1517
|
HT Partners
Centerbrook,
Connecticut
|
$754K
|
-$407K
|
-1,990
|
-36%
|
|
|
1518
|
Highline Wealth Partners
Sherman Oaks,
California
|
$753K
|
+$225K
|
+1,100
|
+45%
|
|
|
1519
|
|
$749K
|
+$14.3K
|
+70
|
+2%
|
|
|
1520
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$747K
|
-$8.19K
|
-40
|
-1%
|
|
|
1521
|
Institute for Wealth Management
Denver,
Colorado
|
$745K
|
+$77.4K
|
+378
|
+12%
|
|
|
1522
|
Financial Engines Advisors
Santa Clara,
California
|
$742K
|
+$45.6K
|
+223
|
+7%
|
|
|
1523
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$736K
|
+$285K
|
+1,395
|
+68%
|
|
|
1524
|
Rubicon Advisors
Redding,
California
|
$736K
|
+$2.25K
|
+11
|
+0.3%
|
|
|
1525
|
Independent Wealth Network
Urbandale,
Iowa
|
$735K
|
+$77.8K
|
+380
|
+12%
|
|
