|
651
|
Caldwell Trust
Venice,
Florida
|
$1.23M
|
–
|
–
|
–
|
|
|
652
|
Peck Wealth Management
White Plains,
New York
|
$1.23M
|
-$375K
|
-3,600
|
-22%
|
|
|
653
|
TSG Advice Partners
Columbus,
Ohio
|
$1.22M
|
-$937
|
-9
|
-0.1%
|
|
|
654
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.21M
|
+$15.3K
|
+147
|
+1%
|
|
|
655
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$1.21M
|
-$15.1K
|
-145
|
-1%
|
|
|
656
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.2M
|
+$96K
|
+922
|
+7%
|
|
|
657
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.2M
|
–
|
–
|
–
|
|
|
658
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$1.19M
|
–
|
–
|
–
|
|
|
659
|
TIAA Wealth Investment Management
New York
|
$1.18M
|
+$1.31M
|
+12,581
|
New
|
|
|
660
|
CV Advisors
Aventura,
Florida
|
$1.18M
|
–
|
–
|
–
|
|
|
661
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.17M
|
-$172K
|
-1,654
|
-12%
|
|
|
662
|
Brio Consultants
San Francisco,
California
|
$1.17M
|
-$44.2K
|
-424
|
-4%
|
|
|
663
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$1.17M
|
-$1.03M
|
-9,901
|
-45%
|
|
|
664
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.17M
|
-$60.5K
|
-581
|
-5%
|
|
|
665
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.16M
|
+$67.9K
|
+652
|
+6%
|
|
|
666
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.16M
|
+$217K
|
+2,080
|
+21%
|
|
|
667
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.15M
|
-$24K
|
-230
|
-2%
|
|
|
668
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.15M
|
+$104
|
+1
|
+0%
|
|
|
669
|
Holistic Planning
Nacogdoches,
Texas
|
$1.15M
|
+$494K
|
+4,747
|
+68%
|
|
|
670
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.15M
|
-$46.8K
|
-449
|
-4%
|
|
|
671
|
Tilson Financial Group
New Providence,
New Jersey
|
$1.14M
|
-$11.6K
|
-111
|
-0.9%
|
|
|
672
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.14M
|
+$113K
|
+1,089
|
+10%
|
|
|
673
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.14M
|
+$60.8K
|
+584
|
+5%
|
|
|
674
|
Claris Financial
Glen Allen,
Virginia
|
$1.13M
|
-$55.5K
|
-533
|
-4%
|
|
|
675
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$1.12M
|
-$10.8K
|
-104
|
-0.9%
|
|
