|
626
|
Weil Company
San Diego,
California
|
$4.98M
|
+$607K
|
+8,344
|
+14%
|
|
|
627
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.97M
|
-$100K
|
-1,376
|
-2%
|
|
|
628
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$4.97M
|
-$2.33K
|
-32
|
-0%
|
|
|
629
|
Veridan Wealth
West Linn,
Oregon
|
$4.96M
|
+$82.6K
|
+1,136
|
+2%
|
|
|
630
|
Vickerman Investment Advisors
Spokane,
Washington
|
$4.96M
|
+$239K
|
+3,292
|
+5%
|
|
|
631
|
Vise Technologies
New York
|
$4.96M
|
+$852K
|
+11,712
|
+21%
|
|
|
632
|
SouthState Corp
Winter Haven,
Florida
|
$4.95M
|
+$480K
|
+6,592
|
+11%
|
|
|
633
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.95M
|
+$54.7K
|
+752
|
+1%
|
|
|
634
|
WP Advisors
San Francisco,
California
|
$4.92M
|
-$242K
|
-3,320
|
-5%
|
|
|
635
|
Petros Family Wealth
Bloomington,
Minnesota
|
$4.91M
|
+$4.71M
|
+64,748
|
+2,264%
|
|
|
636
|
Americana Partners
Houston,
Texas
|
$4.88M
|
+$862K
|
+11,856
|
+21%
|
|
|
637
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.88M
|
-$1.33M
|
-18,264
|
-21%
|
|
|
638
|
Advocate Group
Minnetonka,
Minnesota
|
$4.87M
|
+$87.6K
|
+1,204
|
+2%
|
|
|
639
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.86M
|
+$17.2K
|
+236
|
+0.4%
|
|
|
640
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$4.86M
|
-$214K
|
-2,944
|
-4%
|
|
|
641
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$4.85M
|
+$646K
|
+8,884
|
+15%
|
|
|
642
|
Boston Trust Walden
Boston,
Massachusetts
|
$4.81M
|
-$46.3K
|
-636
|
-1%
|
|
|
643
|
Fiduciary Alliance
Greenville,
South Carolina
|
$4.8M
|
-$3.49K
|
-48
|
-0.1%
|
|
|
644
|
Meridian Financial
Holliston,
Massachusetts
|
$4.8M
|
-$262K
|
-3,596
|
-5%
|
|
|
645
|
Maia Wealth
Denver,
Colorado
|
$4.77M
|
+$677K
|
+9,308
|
+17%
|
|
|
646
|
FinDec Wealth Services
Stockton,
California
|
$4.75M
|
-$189K
|
-2,600
|
-4%
|
|
|
647
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$4.74M
|
-$10.2K
|
-140
|
-0.2%
|
|
|
648
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.73M
|
+$348K
|
+4,788
|
+8%
|
|
|
649
|
LongView Wealth Management
Atlanta,
Georgia
|
$4.68M
|
+$388K
|
+5,332
|
+9%
|
|
|
650
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$4.68M
|
-$760K
|
-10,444
|
-14%
|
|
