|
1201
|
Fulton Bank
Lancaster,
Pennsylvania
|
$1.18M
|
+$53.2K
|
+732
|
+5%
|
|
|
1202
|
TME Financial
Huntington Beach,
California
|
$1.18M
|
+$191K
|
+2,632
|
+19%
|
|
|
1203
|
Waystone Advisors
Redmond,
Washington
|
$1.18M
|
+$1.18M
|
+16,284
|
New
|
|
|
1204
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$1.18M
|
-$2.62K
|
-36
|
-0.2%
|
|
|
1205
|
TABR Capital Management
Orange,
California
|
$1.17M
|
+$121K
|
+1,664
|
+11%
|
|
|
1206
|
Tenzing Financial
Williamsburg,
Virginia
|
$1.17M
|
+$1.17M
|
+16,112
|
New
|
|
|
1207
|
Aire Advisors
Beverly Hills,
California
|
$1.17M
|
-$6.4K
|
-88
|
-0.5%
|
|
|
1208
|
Capital Squared Financial
Rockville,
Maryland
|
$1.16M
|
+$180K
|
+2,476
|
+18%
|
|
|
1209
|
Trajan Wealth
Scottsdale,
Arizona
|
$1.16M
|
-$73.3K
|
-1,008
|
-6%
|
|
|
1210
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
1211
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.16M
|
-$110K
|
-1,516
|
-9%
|
|
|
1212
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.16M
|
+$291
|
+4
|
+0%
|
|
|
1213
|
Certuity
North Palm Beach,
Florida
|
$1.16M
|
+$582
|
+8
|
+0.1%
|
|
|
1214
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.15M
|
-$31.1K
|
-428
|
-3%
|
|
|
1215
|
Wealth Architects
Mountain View,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
1216
|
Stephen J. Garry & Associates
Garden City,
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
1217
|
Powers Advisory Group
Highland,
Illinois
|
$1.15M
|
+$104K
|
+1,428
|
+10%
|
|
|
1218
|
FDx Advisors
Chicago,
Illinois
|
$1.15M
|
-$20.1K
|
-276
|
-2%
|
|
|
1219
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$1.15M
|
+$7.57K
|
+104
|
+0.7%
|
|
|
1220
|
Grimes & Company
Westborough,
Massachusetts
|
$1.15M
|
-$37.8K
|
-520
|
-3%
|
|
|
1221
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.15M
|
-$71.3K
|
-980
|
-6%
|
|
|
1222
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.15M
|
+$291
|
+4
|
+0%
|
|
|
1223
|
Root Financial Partners
Encinitas,
California
|
$1.15M
|
-$10.8K
|
-148
|
-0.9%
|
|
|
1224
|
TFB Advisors
Overland Park,
Kansas
|
$1.14M
|
-$6.4K
|
-88
|
-0.6%
|
|
|
1225
|
Community Trust & Investment
Versailles,
Kentucky
|
$1.14M
|
+$7.57K
|
+104
|
+0.7%
|
|
