|
476
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.75M
|
-$109K
|
-711
|
-6%
|
|
|
477
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.75M
|
+$71.6K
|
+466
|
+4%
|
|
|
478
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.74M
|
-$27.5K
|
-179
|
-2%
|
|
|
479
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.71M
|
+$11.5K
|
+75
|
+0.7%
|
|
|
480
|
Franklin Resources
San Mateo,
California
|
$1.7M
|
+$621K
|
+4,040
|
+58%
|
|
|
481
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.69M
|
–
|
–
|
–
|
|
|
482
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.66M
|
+$669K
|
+4,358
|
+68%
|
|
|
483
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.66M
|
+$274K
|
+1,786
|
+20%
|
|
|
484
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.64M
|
-$36.1K
|
-235
|
-2%
|
|
|
485
|
Aspiriant LLC
Los Angeles,
California
|
$1.63M
|
+$100K
|
+653
|
+7%
|
|
|
486
|
SOL Capital Management
Rockville,
Maryland
|
$1.63M
|
+$76.8K
|
+500
|
+5%
|
|
|
487
|
Snowden Capital Advisors
New York
|
$1.62M
|
+$154
|
+1
|
+0%
|
|
|
488
|
BTC Capital Management
Des Moines,
Iowa
|
$1.61M
|
–
|
–
|
–
|
|
|
489
|
|
$1.61M
|
-$178K
|
-1,161
|
-10%
|
|
|
490
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$1.6M
|
+$172K
|
+1,120
|
+12%
|
|
|
491
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.6M
|
-$39.5K
|
-257
|
-2%
|
|
|
492
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.6M
|
-$16.6K
|
-108
|
-1%
|
|
|
493
|
CWA Asset Management Group
Naples,
Florida
|
$1.6M
|
+$1.59M
|
+10,374
|
New
|
|
|
494
|
Wade Financial Advisory
Campbell,
California
|
$1.59M
|
+$32.9K
|
+214
|
+2%
|
|
|
495
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.59M
|
+$61.6K
|
+401
|
+4%
|
|
|
496
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.59M
|
-$116K
|
-758
|
-7%
|
|
|
497
|
Continuum Advisory
Eagle,
Idaho
|
$1.58M
|
-$1.23K
|
-8
|
-0.1%
|
|
|
498
|
First National Trust
Hermitage,
Pennsylvania
|
$1.58M
|
-$8.91K
|
-58
|
-0.6%
|
|
|
499
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.57M
|
-$477K
|
-3,108
|
-23%
|
|
|
500
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.56M
|
-$297K
|
-1,933
|
-16%
|
|
