|
901
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
902
|
|
$299K
|
+$155K
|
+441
|
+113%
|
|
|
903
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$297K
|
-$26.3K
|
-75
|
-8%
|
|
|
904
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$297K
|
+$289K
|
+824
|
New
|
|
|
905
|
Tidemark
San Diego,
California
|
$295K
|
-$8.77K
|
-25
|
-3%
|
|
|
906
|
Oakwell Private Wealth Management
Austin,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
907
|
Abound Wealth Management
Franklin,
Tennessee
|
$293K
|
-$11.9K
|
-34
|
-4%
|
|
|
908
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$292K
|
+$3.16K
|
+9
|
+1%
|
|
|
909
|
Sweeney & Michel
Chico,
California
|
$290K
|
–
|
–
|
–
|
|
|
910
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$289K
|
+$351
|
+1
|
+0.1%
|
|
|
911
|
Hendershot Investments
Centreville,
Virginia
|
$288K
|
–
|
–
|
–
|
|
|
912
|
Bank & Trust Company
Litchfield,
Illinois
|
$288K
|
+$281K
|
+800
|
New
|
|
|
913
|
Two West Capital Advisors
Overland Park,
Kansas
|
$287K
|
+$280K
|
+798
|
New
|
|
|
914
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$286K
|
+$1.05K
|
+3
|
+0.4%
|
|
|
915
|
GSG Advisors
Mount Laurel,
New Jersey
|
$283K
|
–
|
–
|
–
|
|
|
916
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$283K
|
–
|
–
|
–
|
|
|
917
|
Asset Planning Services Inc
Covington,
Louisiana
|
$282K
|
-$2.46K
|
-7
|
-0.9%
|
|
|
918
|
|
$279K
|
+$270K
|
+769
|
New
|
|
|
919
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$278K
|
–
|
–
|
–
|
|
|
920
|
Optivise Advisory Services
Franklin,
Tennessee
|
$277K
|
-$29.1K
|
-83
|
-10%
|
|
|
921
|
Palumbo Wealth Management
Great Neck,
New York
|
$273K
|
+$266K
|
+759
|
New
|
|
|
922
|
Russell Investments Group
London,
United Kingdom
|
$273K
|
+$40K
|
+114
|
+18%
|
|
|
923
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$272K
|
+$702
|
+2
|
+0.3%
|
|
|
924
|
Harper Investing
Santa Clara,
California
|
$272K
|
+$265K
|
+755
|
New
|
|
|
925
|
Retirement Planning Group (New York)
Malta,
New York
|
$271K
|
+$264K
|
+753
|
New
|
|
