|
651
|
Capital Planning
Bellevue,
Washington
|
$698K
|
-$62.3K
|
-3,220
|
-8%
|
|
|
652
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$697K
|
+$34K
|
+1,756
|
+5%
|
|
|
653
|
Emergent Wealth Advisors
Williamsville,
New York
|
$696K
|
+$4.14K
|
+214
|
+0.6%
|
|
|
654
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$695K
|
-$138K
|
-7,142
|
-16%
|
|
|
655
|
Stone Summit Wealth
Miami,
Florida
|
$691K
|
–
|
–
|
–
|
|
|
656
|
Harbour Investment Management
Edmonds,
Washington
|
$689K
|
+$968
|
+50
|
+0.1%
|
|
|
657
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$688K
|
+$46.1K
|
+2,380
|
+7%
|
|
|
658
|
Mather Group
Chicago,
Illinois
|
$687K
|
+$113K
|
+5,830
|
+20%
|
|
|
659
|
Cardiff Park Advisors
Carlsbad,
California
|
$682K
|
+$31.5K
|
+1,630
|
+5%
|
|
|
660
|
NDVR Inc
Boston,
Massachusetts
|
$678K
|
+$683K
|
+35,278
|
New
|
|
|
661
|
Front Row Advisors
Tiburon,
California
|
$675K
|
-$8.63K
|
-446
|
-1%
|
|
|
662
|
KeyBank National Association
Cleveland,
Ohio
|
$673K
|
-$127K
|
-6,572
|
-16%
|
|
|
663
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$671K
|
+$23.2K
|
+1,200
|
+4%
|
|
|
664
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$661K
|
+$415K
|
+21,452
|
+166%
|
|
|
665
|
TCI Wealth Advisors
Tucson,
Arizona
|
$656K
|
+$116
|
+6
|
+0%
|
|
|
666
|
Diversified Trust
Memphis,
Tennessee
|
$650K
|
–
|
–
|
–
|
|
|
667
|
Coastwise Capital Group
La Jolla,
California
|
$649K
|
-$5.34K
|
-276
|
-0.8%
|
|
|
668
|
SEI Investments
Oaks,
Pennsylvania
|
$647K
|
+$84.7K
|
+4,374
|
+15%
|
|
|
669
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$645K
|
–
|
–
|
–
|
|
|
670
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$643K
|
-$9.17K
|
-474
|
-1%
|
|
|
671
|
Elevation Wealth Partners
Santa Rosa,
California
|
$636K
|
+$4.96K
|
+256
|
+0.8%
|
|
|
672
|
Advisory Services Network
Atlanta,
Georgia
|
$634K
|
+$132K
|
+6,800
|
+26%
|
|
|
673
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$632K
|
-$18.2K
|
-938
|
-3%
|
|
|
674
|
Level Four Advisory Services
Dallas,
Texas
|
$628K
|
+$14.6K
|
+752
|
+2%
|
|
|
675
|
|
$628K
|
+$61.6K
|
+3,182
|
+11%
|
|
