|
901
|
Coastline Trust
Providence,
Rhode Island
|
$2.46M
|
-$775K
|
-19,127
|
-25%
|
|
|
902
|
Forum Financial Management
Lombard,
Illinois
|
$2.46M
|
+$694K
|
+17,132
|
+41%
|
|
|
903
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.46M
|
+$1.79M
|
+44,138
|
+305%
|
|
|
904
|
Falcon Wealth Planning
Ontario,
California
|
$2.46M
|
+$1.4M
|
+34,587
|
+144%
|
|
|
905
|
Moser Wealth Advisors
Bellevue,
Washington
|
$2.46M
|
-$90.7K
|
-2,239
|
-4%
|
|
|
906
|
RHS Financial
San Francisco,
California
|
$2.45M
|
-$339K
|
-8,357
|
-13%
|
|
|
907
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$2.45M
|
–
|
–
|
–
|
|
|
908
|
Affinity Capital Advisors
Berkeley,
California
|
$2.45M
|
+$505K
|
+12,457
|
+27%
|
|
|
909
|
Appleton Partners
Boston,
Massachusetts
|
$2.44M
|
+$59.1K
|
+1,460
|
+3%
|
|
|
910
|
Bristlecone Advisors
Bellevue,
Washington
|
$2.43M
|
+$382K
|
+9,422
|
+19%
|
|
|
911
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$2.43M
|
–
|
–
|
–
|
|
|
912
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$2.43M
|
+$793K
|
+19,565
|
+51%
|
|
|
913
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.42M
|
+$556K
|
+13,717
|
+31%
|
|
|
914
|
Prudential plc
London, England,
United Kingdom
|
$2.42M
|
+$2.33M
|
+57,550
|
New
|
|
|
915
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.41M
|
+$203K
|
+5,012
|
+10%
|
|
|
916
|
Boston Family Office
Boston,
Massachusetts
|
$2.41M
|
-$41.3K
|
-1,019
|
-2%
|
|
|
917
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.4M
|
-$2.26M
|
-55,878
|
-49%
|
|
|
918
|
Zhang Financial
Portage,
Michigan
|
$2.39M
|
-$48K
|
-1,186
|
-2%
|
|
|
919
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.36M
|
+$651K
|
+16,076
|
+40%
|
|
|
920
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$2.36M
|
-$2.76M
|
-68,134
|
-55%
|
|
|
921
|
BTC Capital Management
Des Moines,
Iowa
|
$2.36M
|
+$279K
|
+6,879
|
+12%
|
|
|
922
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.36M
|
-$257K
|
-6,346
|
-10%
|
|
|
923
|
Parthenon LLC
Louisville,
Kentucky
|
$2.35M
|
+$10.1K
|
+250
|
+0.4%
|
|
|
924
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.35M
|
-$331K
|
-8,176
|
-13%
|
|
|
925
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$2.34M
|
+$2.18M
|
+53,781
|
New
|
|
