|
1301
|
SOL Capital Management
Rockville,
Maryland
|
$2.78M
|
–
|
–
|
–
|
|
|
1302
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.77M
|
+$383K
|
+6,255
|
+16%
|
|
|
1303
|
Strategic Financial Planning
Plano,
Texas
|
$2.76M
|
-$2.45K
|
-40
|
-0.1%
|
|
|
1304
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.76M
|
+$28K
|
+457
|
+1%
|
|
|
1305
|
May Hill Capital
Cohasset,
Massachusetts
|
$2.75M
|
-$317K
|
-5,176
|
-11%
|
|
|
1306
|
Planning Project LLC
The Woodlands,
Texas
|
$2.75M
|
+$2.7M
|
+44,038
|
New
|
|
|
1307
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.75M
|
+$45.1K
|
+736
|
+2%
|
|
|
1308
|
Barclays
London,
United Kingdom
|
$2.73M
|
-$62.7K
|
-1,024
|
-2%
|
|
|
1309
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$2.73M
|
-$104K
|
-1,694
|
-4%
|
|
|
1310
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$2.73M
|
+$494K
|
+8,065
|
+23%
|
|
|
1311
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.72M
|
-$61.3K
|
-1,001
|
-2%
|
|
|
1312
|
Fulton Bank
Lancaster,
Pennsylvania
|
$2.71M
|
+$267K
|
+4,355
|
+11%
|
|
|
1313
|
Falcon Wealth Planning
Ontario,
California
|
$2.71M
|
-$92.3K
|
-1,507
|
-3%
|
|
|
1314
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$2.7M
|
+$817K
|
+13,332
|
+45%
|
|
|
1315
|
GS Investments
Minneapolis,
Minnesota
|
$2.68M
|
+$327K
|
+5,330
|
+14%
|
|
|
1316
|
Indivisible Partners
Clearwater,
Florida
|
$2.68M
|
+$2.63M
|
+42,990
|
New
|
|
|
1317
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.68M
|
-$853K
|
-13,931
|
-25%
|
|
|
1318
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$2.67M
|
+$2.62M
|
+42,803
|
New
|
|
|
1319
|
ticino wealth
Mission Viejo,
California
|
$2.67M
|
+$2.62M
|
+42,777
|
New
|
|
|
1320
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$2.66M
|
+$468K
|
+7,633
|
+22%
|
|
|
1321
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.66M
|
-$78.6K
|
-1,283
|
-3%
|
|
|
1322
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2.66M
|
+$24K
|
+391
|
+0.9%
|
|
|
1323
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$2.66M
|
+$2.6M
|
+42,509
|
New
|
|
|
1324
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.65M
|
-$71.9K
|
-1,174
|
-3%
|
|
|
1325
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$2.63M
|
+$2.58M
|
+42,110
|
New
|
|
