|
1726
|
Planning Directions
Glen Mills,
Pennsylvania
|
$2.17M
|
+$665K
|
+1,230
|
+41%
|
|
|
1727
|
Forefront Wealth Partners
Austin,
Texas
|
$2.17M
|
+$1.4M
|
+2,581
|
+157%
|
|
|
1728
|
Narus Financial Partners
Salt Lake City,
Utah
|
$2.16M
|
+$15.7K
|
+29
|
+0.7%
|
|
|
1729
|
Aries Wealth Management
Portland,
Maine
|
$2.15M
|
-$92.4K
|
-171
|
-4%
|
|
|
1730
|
Second Line Capital
Metairie,
Louisiana
|
$2.15M
|
+$5.41K
|
+10
|
+0.2%
|
|
|
1731
|
Tilson Financial Group
New Providence,
New Jersey
|
$2.15M
|
+$8.11K
|
+15
|
+0.4%
|
|
|
1732
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.14M
|
+$27K
|
+50
|
+1%
|
|
|
1733
|
Capital Advantage
Walnut Creek,
California
|
$2.14M
|
–
|
–
|
–
|
|
|
1734
|
S&T Bank
Indiana,
Pennsylvania
|
$2.14M
|
–
|
–
|
–
|
|
|
1735
|
Bell Investment Advisors
Oakland,
California
|
$2.13M
|
-$16.8K
|
-31
|
-0.7%
|
|
|
1736
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$2.12M
|
–
|
–
|
–
|
|
|
1737
|
Chilton Capital Management
Houston,
Texas
|
$2.12M
|
-$148K
|
-274
|
-6%
|
|
|
1738
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.1M
|
+$337K
|
+623
|
+18%
|
|
|
1739
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.1M
|
+$248K
|
+459
|
+13%
|
|
|
1740
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.1M
|
+$38.4K
|
+71
|
+2%
|
|
|
1741
|
Morton Capital Management
Calabasas,
California
|
$2.1M
|
-$64.3K
|
-119
|
-3%
|
|
|
1742
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$2.1M
|
-$197K
|
-365
|
-8%
|
|
|
1743
|
Arlington Trust
Birmingham,
Alabama
|
$2.09M
|
+$622K
|
+1,150
|
+39%
|
|
|
1744
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.09M
|
+$375K
|
+694
|
+21%
|
|
|
1745
|
Tumwater Wealth Management
Boise,
Idaho
|
$2.09M
|
-$69.7K
|
-129
|
-3%
|
|
|
1746
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$2.08M
|
+$1.61M
|
+2,981
|
+277%
|
|
|
1747
|
Sandy Spring Bank
Olney,
Maryland
|
$2.08M
|
+$34.6K
|
+64
|
+2%
|
|
|
1748
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.08M
|
+$74.1K
|
+137
|
+4%
|
|
|
1749
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$2.08M
|
-$38.9K
|
-72
|
-2%
|
|
|
1750
|
Lyell Wealth Management
Menlo Park,
California
|
$2.07M
|
+$802K
|
+1,483
|
+58%
|
|
