|
551
|
Capital Planning
Bellevue,
Washington
|
$436K
|
-$27.8K
|
-295
|
-6%
|
|
|
552
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$433K
|
+$22.2K
|
+236
|
+5%
|
|
|
553
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$432K
|
-$1.41K
|
-15
|
-0.3%
|
|
|
554
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$431K
|
–
|
–
|
–
|
|
|
555
|
Cerity Partners OCIO
New York
|
$430K
|
-$3.2K
|
-34
|
-0.7%
|
|
|
556
|
CIBC World Market
Toronto,
Ontario, Canada
|
$428K
|
-$900K
|
-9,565
|
-68%
|
|
|
557
|
Richard C. Young & Co
Newport,
Rhode Island
|
$428K
|
–
|
–
|
–
|
|
|
558
|
Mission Wealth Management
Santa Barbara,
California
|
$425K
|
–
|
–
|
–
|
|
|
559
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$424K
|
-$12.4K
|
-132
|
-3%
|
|
|
560
|
Grand Central Investment Group
Tampa,
Florida
|
$424K
|
–
|
–
|
–
|
|
|
561
|
Argent Trust Co
Nashville,
Tennessee
|
$423K
|
-$25.6K
|
-272
|
-6%
|
|
|
562
|
Howland Capital Management
Boston,
Massachusetts
|
$415K
|
+$11.3K
|
+120
|
+3%
|
|
|
563
|
Summit Global Investments
Bountiful,
Utah
|
$410K
|
-$4.33K
|
-46
|
-1%
|
|
|
564
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$407K
|
-$79.7K
|
-847
|
-17%
|
|
|
565
|
Brighton Jones LLC
Seattle,
Washington
|
$407K
|
+$403K
|
+4,282
|
New
|
|
|
566
|
Evercore Wealth Management
New York
|
$405K
|
-$3.29K
|
-35
|
-0.8%
|
|
|
567
|
Bridgewater Advisors
New York
|
$402K
|
+$398K
|
+4,225
|
New
|
|
|
568
|
Partners in Financial Planning
Salem,
Virginia
|
$401K
|
+$397K
|
+4,223
|
New
|
|
|
569
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$401K
|
+$397K
|
+4,220
|
New
|
|
|
570
|
First United Bank & Trust
Oakland,
Maryland
|
$397K
|
-$1.1M
|
-11,702
|
-74%
|
|
|
571
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$396K
|
-$17.7K
|
-188
|
-4%
|
|
|
572
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$394K
|
+$386K
|
+4,098
|
New
|
|
|
573
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$390K
|
–
|
–
|
–
|
|
|
574
|
Geneos Wealth Management
Englewood,
Colorado
|
$384K
|
-$832K
|
-8,846
|
-69%
|
|
|
575
|
Bridge Advisory
Pasadena,
California
|
$384K
|
-$11.5K
|
-122
|
-3%
|
|
