|
1701
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.59M
|
–
|
–
|
–
|
|
|
1702
|
Paladin Advisory Group
Clive,
Iowa
|
$1.59M
|
-$2.03K
|
-4
|
-0.1%
|
|
|
1703
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.58M
|
-$35.1K
|
-69
|
-2%
|
|
|
1704
|
Horan Securities
Cincinnati,
United States
|
$1.58M
|
-$64K
|
-126
|
-4%
|
|
|
1705
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.58M
|
-$8.64K
|
-17
|
-0.6%
|
|
|
1706
|
Darrow Company
Needham,
Massachusetts
|
$1.58M
|
–
|
–
|
–
|
|
|
1707
|
NDVR Inc
Boston,
Massachusetts
|
$1.57M
|
–
|
–
|
–
|
|
|
1708
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.57M
|
+$19.3K
|
+38
|
+1%
|
|
|
1709
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.56M
|
+$45.7K
|
+90
|
+3%
|
|
|
1710
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.56M
|
+$5.08K
|
+10
|
+0.3%
|
|
|
1711
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.56M
|
+$334K
|
+657
|
+29%
|
|
|
1712
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.54M
|
+$79.8K
|
+157
|
+6%
|
|
|
1713
|
Princeton Capital Management
Red Bank,
New Jersey
|
$1.54M
|
+$86.9K
|
+171
|
+6%
|
|
|
1714
|
Cascade Financial Partners
San Diego,
California
|
$1.54M
|
-$14.7K
|
-29
|
-1%
|
|
|
1715
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.54M
|
-$2.03K
|
-4
|
-0.1%
|
|
|
1716
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.54M
|
–
|
–
|
–
|
|
|
1717
|
Latko Wealth Management
Frankfort,
Illinois
|
$1.54M
|
+$1.48M
|
+2,910
|
New
|
|
|
1718
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.53M
|
+$1.02K
|
+2
|
+0.1%
|
|
|
1719
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.53M
|
-$100K
|
-196
|
-6%
|
|
|
1720
|
Guggenheim Capital
Chicago,
Illinois
|
$1.53M
|
-$7.29M
|
-14,335
|
-83%
|
|
|
1721
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.52M
|
+$5.08K
|
+10
|
+0.3%
|
|
|
1722
|
L.J. Altfest & Co
New York
|
$1.52M
|
+$1.15M
|
+2,260
|
+370%
|
|
|
1723
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.51M
|
–
|
–
|
–
|
|
|
1724
|
Tocqueville Asset Management
New York
|
$1.51M
|
-$114K
|
-225
|
-7%
|
|
|
1725
|
Welch & Forbes
Boston,
Massachusetts
|
$1.51M
|
–
|
–
|
–
|
|
