|
876
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$1.59M
|
-$126K
|
-4,617
|
-7%
|
|
|
877
|
Modus Advisors
Excelsior,
Minnesota
|
$1.59M
|
-$11.7K
|
-430
|
-0.7%
|
|
|
878
|
BIP Wealth
Atlanta,
Georgia
|
$1.59M
|
+$1.58M
|
+57,936
|
New
|
|
|
879
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.59M
|
-$369K
|
-13,556
|
-19%
|
|
|
880
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.59M
|
+$24.3K
|
+894
|
+2%
|
|
|
881
|
AllGen Financial Advisors
Orlando,
Florida
|
$1.58M
|
-$155K
|
-5,714
|
-9%
|
|
|
882
|
Private Trust Company
Cleveland,
Ohio
|
$1.58M
|
-$293K
|
-10,761
|
-16%
|
|
|
883
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.56M
|
-$101K
|
-3,701
|
-6%
|
|
|
884
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.56M
|
–
|
–
|
–
|
|
|
885
|
Simplicity Wealth
Summit,
New Jersey
|
$1.56M
|
-$1.02M
|
-37,686
|
-40%
|
|
|
886
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.55M
|
+$424K
|
+15,576
|
+38%
|
|
|
887
|
Rollins Financial Advisors
New York City,
New York
|
$1.55M
|
-$1.46M
|
-53,878
|
-49%
|
|
|
888
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.55M
|
+$544
|
+20
|
+0%
|
|
|
889
|
Advisortrust Partners
Raleigh,
North Carolina
|
$1.54M
|
+$1.53M
|
+56,324
|
New
|
|
|
890
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.54M
|
+$32.2K
|
+1,185
|
+2%
|
|
|
891
|
Fisher Asset Management
Camas,
Washington
|
$1.54M
|
-$1.83M
|
-67,470
|
-55%
|
|
|
892
|
West Bancorporation
West Des Moines,
Iowa
|
$1.52M
|
+$97.9K
|
+3,600
|
+7%
|
|
|
893
|
Mission Wealth Management
Santa Barbara,
California
|
$1.52M
|
+$74.1K
|
+2,727
|
+5%
|
|
|
894
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.52M
|
+$83.7K
|
+3,077
|
+6%
|
|
|
895
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.51M
|
-$1.85K
|
-68
|
-0.1%
|
|
|
896
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.51M
|
+$22.5K
|
+826
|
+2%
|
|
|
897
|
Essex Financial Services
Essex,
Connecticut
|
$1.51M
|
+$1.2K
|
+44
|
+0.1%
|
|
|
898
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.51M
|
+$128K
|
+4,700
|
+9%
|
|
|
899
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.49M
|
-$54.1K
|
-1,988
|
-4%
|
|
|
900
|
True Link Financial Advisors
San Francisco,
California
|
$1.49M
|
-$30.5M
|
-1,122,768
|
-95%
|
|
