|
626
|
Planning Directions
Glen Mills,
Pennsylvania
|
$2.02M
|
-$140K
|
-631
|
-7%
|
|
|
627
|
Tortoise Investment Management
White Plains,
New York
|
$2.01M
|
+$222
|
+1
|
+0%
|
|
|
628
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$2.01M
|
+$278K
|
+1,253
|
+16%
|
|
|
629
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.01M
|
+$160K
|
+723
|
+9%
|
|
|
630
|
Brown Brothers Harriman & Co
New York
|
$2M
|
+$332K
|
+1,500
|
+20%
|
|
|
631
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.99M
|
+$932K
|
+4,207
|
+91%
|
|
|
632
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.99M
|
+$226K
|
+1,020
|
+13%
|
|
|
633
|
Brighton Jones LLC
Seattle,
Washington
|
$1.99M
|
+$18.4K
|
+83
|
+1%
|
|
|
634
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$1.96M
|
+$24.6K
|
+111
|
+1%
|
|
|
635
|
Larson Financial Group
St Louis,
Missouri
|
$1.96M
|
-$60.3K
|
-272
|
-3%
|
|
|
636
|
West Coast Financial
Santa Barbara,
California
|
$1.95M
|
-$36.8K
|
-166
|
-2%
|
|
|
637
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$1.92M
|
–
|
–
|
–
|
|
|
638
|
Private Trust Company
Cleveland,
Ohio
|
$1.92M
|
+$89.5K
|
+404
|
+5%
|
|
|
639
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.91M
|
+$6.65K
|
+30
|
+0.4%
|
|
|
640
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.91M
|
+$204K
|
+922
|
+12%
|
|
|
641
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.91M
|
–
|
–
|
–
|
|
|
642
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.9M
|
+$24.2K
|
+109
|
+1%
|
|
|
643
|
Prudential Financial
Newark,
New Jersey
|
$1.9M
|
+$376K
|
+1,698
|
+25%
|
|
|
644
|
Apella Capital
West Hartford,
Connecticut
|
$1.89M
|
+$30.8K
|
+139
|
+2%
|
|
|
645
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.89M
|
-$326K
|
-1,469
|
-15%
|
|
|
646
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.89M
|
+$928K
|
+4,186
|
+100%
|
|
|
647
|
Davenport & Co
Richmond,
Virginia
|
$1.88M
|
-$5.98K
|
-27
|
-0.3%
|
|
|
648
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.87M
|
+$222
|
+1
|
+0%
|
|
|
649
|
SkyOak Wealth
Southfield,
Michigan
|
$1.87M
|
+$4.88K
|
+22
|
+0.3%
|
|
|
650
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.85M
|
-$296K
|
-1,336
|
-14%
|
|
