|
801
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.59M
|
-$93.7K
|
-598
|
-6%
|
|
|
802
|
Steph & Co
Marinette,
Wisconsin
|
$1.57M
|
+$1.51M
|
+9,613
|
New
|
|
|
803
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.57M
|
+$70K
|
+447
|
+5%
|
|
|
804
|
HBC Financial Services
Seattle,
Washington
|
$1.57M
|
+$1.5M
|
+9,545
|
New
|
|
|
805
|
|
$1.54M
|
+$218K
|
+1,392
|
+17%
|
|
|
806
|
Whittier Trust
South Pasadena,
California
|
$1.52M
|
-$83.2K
|
-531
|
-5%
|
|
|
807
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.51M
|
+$1.45M
|
+9,257
|
New
|
|
|
808
|
Corient Capital Partners
Newport Beach,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
809
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.5M
|
+$48.3K
|
+308
|
+3%
|
|
|
810
|
CCG Wealth Management
San Diego,
California
|
$1.49M
|
-$4.7K
|
-30
|
-0.3%
|
|
|
811
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.48M
|
-$357K
|
-2,276
|
-20%
|
|
|
812
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$1.48M
|
-$11.1K
|
-71
|
-0.8%
|
|
|
813
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.47M
|
+$3.29K
|
+21
|
+0.2%
|
|
|
814
|
Courier Capital
Buffalo,
New York
|
$1.47M
|
-$44.7K
|
-285
|
-3%
|
|
|
815
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$1.47M
|
+$470
|
+3
|
+0%
|
|
|
816
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.47M
|
+$1.05M
|
+6,721
|
+354%
|
|
|
817
|
Perigon Wealth Management
San Francisco,
California
|
$1.47M
|
+$737K
|
+4,704
|
+111%
|
|
|
818
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.46M
|
+$1.4M
|
+8,941
|
New
|
|
|
819
|
Integrated Advisors Network
Dallas,
Texas
|
$1.46M
|
+$1.4M
|
+8,916
|
New
|
|
|
820
|
Rockefeller Capital Management
New York
|
$1.46M
|
+$231K
|
+1,475
|
+20%
|
|
|
821
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.46M
|
+$5.8K
|
+37
|
+0.4%
|
|
|
822
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$1.45M
|
+$468K
|
+2,989
|
+51%
|
|
|
823
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.45M
|
+$34.3K
|
+219
|
+3%
|
|
|
824
|
Trexquant Investment
Stamford,
Connecticut
|
$1.45M
|
+$1.01M
|
+6,478
|
+273%
|
|
|
825
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.45M
|
+$1.38M
|
+8,837
|
New
|
|
