|
526
|
PDS Planning
Dublin,
Ohio
|
$1.33M
|
-$49.2K
|
-2,152
|
-4%
|
|
|
527
|
West Coast Financial
Santa Barbara,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
528
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$1.3M
|
–
|
–
|
–
|
|
|
529
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$1.3M
|
+$1.31M
|
+57,249
|
New
|
|
|
530
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.3M
|
+$12K
|
+526
|
+0.9%
|
|
|
531
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$1.29M
|
-$2.6M
|
-113,742
|
-67%
|
|
|
532
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.29M
|
+$78.9K
|
+3,453
|
+6%
|
|
|
533
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.29M
|
+$209K
|
+9,129
|
+19%
|
|
|
534
|
Callahan Advisors
Houston,
Texas
|
$1.29M
|
-$30.7K
|
-1,342
|
-2%
|
|
|
535
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.27M
|
–
|
–
|
–
|
|
|
536
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.26M
|
-$30.7K
|
-1,345
|
-2%
|
|
|
537
|
Eley Financial Management
South Burlington,
Vermont
|
$1.26M
|
-$62.3K
|
-2,728
|
-5%
|
|
|
538
|
Cahill Wealth Management
Portage,
Michigan
|
$1.25M
|
+$4.45K
|
+195
|
+0.4%
|
|
|
539
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.25M
|
-$23
|
-1
|
-0%
|
|
|
540
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.24M
|
+$1.07M
|
+46,833
|
+597%
|
|
|
541
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.23M
|
-$114K
|
-4,979
|
-8%
|
|
|
542
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.22M
|
-$1.74K
|
-76
|
-0.1%
|
|
|
543
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.22M
|
-$23
|
-1
|
-0%
|
|
|
544
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.21M
|
–
|
–
|
–
|
|
|
545
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.19M
|
+$291K
|
+12,728
|
+32%
|
|
|
546
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.19M
|
-$4.25K
|
-186
|
-0.4%
|
|
|
547
|
Chilton Capital Management
Houston,
Texas
|
$1.19M
|
+$12K
|
+524
|
+1%
|
|
|
548
|
Cornerstone Planning
Charlotte,
North Carolina
|
$1.19M
|
+$1.19M
|
+52,261
|
New
|
|
|
549
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.18M
|
-$268K
|
-11,748
|
-18%
|
|
|
550
|
Sterling Group Wealth Management
Pasadena,
California
|
$1.17M
|
-$22.5K
|
-986
|
-2%
|
|
