|
976
|
Mission Wealth Management
Santa Barbara,
California
|
$486K
|
+$480K
|
+20,076
|
New
|
|
|
977
|
WMS Partners
Towson,
Maryland
|
$485K
|
+$2.65K
|
+111
|
+0.6%
|
|
|
978
|
Andrews Lucia Wealth Management
Danville,
California
|
$481K
|
+$3.73K
|
+156
|
+0.8%
|
|
|
979
|
Matthew Hamilton Rosenberg
|
$480K
|
-$7.1K
|
-297
|
-1%
|
|
|
980
|
Rain Capital Management
Lake Oswego,
Oregon
|
$479K
|
+$29.6K
|
+1,239
|
+7%
|
|
|
981
|
PDS Planning
Dublin,
Ohio
|
$476K
|
-$36.6K
|
-1,533
|
-7%
|
|
|
982
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$472K
|
-$12.6K
|
-528
|
-3%
|
|
|
983
|
Brio Consultants
San Francisco,
California
|
$470K
|
-$31.9M
|
-1,336,875
|
-99%
|
|
|
984
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$470K
|
+$57.3K
|
+2,400
|
+14%
|
|
|
985
|
Bank of New York Mellon
New York
|
$470K
|
-$203K
|
-8,511
|
-30%
|
|
|
986
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$470K
|
-$80.5K
|
-3,369
|
-15%
|
|
|
987
|
Carson Advisory
Athens,
Georgia
|
$467K
|
-$76.6K
|
-3,204
|
-14%
|
|
|
988
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$465K
|
+$27K
|
+1,128
|
+6%
|
|
|
989
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$463K
|
+$452K
|
+18,927
|
New
|
|
|
990
|
Allspring Global Investments
Charlotte,
North Carolina
|
$463K
|
–
|
–
|
–
|
|
|
991
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$457K
|
+$28.7K
|
+1,200
|
+7%
|
|
|
992
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$450K
|
+$64.4K
|
+2,694
|
+17%
|
|
|
993
|
Insight Advisors
Newtown,
Pennsylvania
|
$450K
|
+$61.7K
|
+2,583
|
+16%
|
|
|
994
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$448K
|
-$7.1K
|
-297
|
-2%
|
|
|
995
|
Wealth Alliance
Mellville,
New York
|
$442K
|
+$37K
|
+1,548
|
+9%
|
|
|
996
|
Valeo Financial Advisors
Carmel,
Indiana
|
$439K
|
-$296K
|
-12,408
|
-41%
|
|
|
997
|
Signet Financial Management
Parsippany,
New Jersey
|
$433K
|
-$16.3K
|
-684
|
-4%
|
|
|
998
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$433K
|
–
|
–
|
–
|
|
|
999
|
Executive Wealth Management
Brighton,
Michigan
|
$430K
|
+$17.1K
|
+714
|
+4%
|
|
|
1000
|
SignatureFD
Atlanta,
Georgia
|
$429K
|
-$10.9K
|
-456
|
-3%
|
|
