|
801
|
First Business Financial Services
Madison,
Wisconsin
|
$1.05M
|
+$237K
|
+1,070
|
+30%
|
|
|
802
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.05M
|
-$57.2K
|
-258
|
-5%
|
|
|
803
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.03M
|
+$58.7K
|
+265
|
+6%
|
|
|
804
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.03M
|
+$14.8K
|
+67
|
+1%
|
|
|
805
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.03M
|
+$511K
|
+2,308
|
+102%
|
|
|
806
|
Oxford Financial Group
Carmel,
Indiana
|
$1.02M
|
+$222
|
+1
|
+0%
|
|
|
807
|
TPG Financial Advisors
Portland,
Oregon
|
$1.02M
|
-$150K
|
-679
|
-13%
|
|
|
808
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.02M
|
-$9.09K
|
-41
|
-0.9%
|
|
|
809
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.01M
|
+$997K
|
+4,500
|
New
|
|
|
810
|
Weitzel Financial Services
Dubuque,
Iowa
|
$1.01M
|
-$166K
|
-748
|
-14%
|
|
|
811
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.01M
|
+$19.3K
|
+87
|
+2%
|
|
|
812
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$996K
|
-$65.6K
|
-296
|
-6%
|
|
|
813
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$995K
|
+$1M
|
+4,518
|
New
|
|
|
814
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$990K
|
-$22.2K
|
-100
|
-2%
|
|
|
815
|
MONECO Advisors
Fairfield,
Connecticut
|
$989K
|
-$175K
|
-790
|
-15%
|
|
|
816
|
Archford Capital Strategies
Swansea,
Illinois
|
$981K
|
+$107K
|
+485
|
+13%
|
|
|
817
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$981K
|
+$269K
|
+1,214
|
+39%
|
|
|
818
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$978K
|
-$41.2K
|
-186
|
-4%
|
|
|
819
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$974K
|
+$958K
|
+4,325
|
New
|
|
|
820
|
Bank of Marin
Novato,
California
|
$969K
|
–
|
–
|
–
|
|
|
821
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$962K
|
-$21.7K
|
-98
|
-2%
|
|
|
822
|
Naples Global Advisors
Naples,
Florida
|
$962K
|
-$11.1K
|
-50
|
-1%
|
|
|
823
|
Rex Capital Advisors
Providence,
Rhode Island
|
$958K
|
–
|
–
|
–
|
|
|
824
|
XML Financial
Bethesda,
Maryland
|
$957K
|
-$1.99K
|
-9
|
-0.2%
|
|
|
825
|
Beam Wealth Advisors
Covington,
Louisiana
|
$957K
|
+$70.5K
|
+318
|
+8%
|
|
