|
801
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.05M
|
+$157K
|
+709
|
+3%
|
|
|
802
|
KWMG LLC
Overland Park,
Kansas
|
$5.01M
|
-$110K
|
-495
|
-2%
|
|
|
803
|
Montis Financial
Waltham,
Massachusetts
|
$5.01M
|
-$16.2K
|
-73
|
-0.3%
|
|
|
804
|
Claro Advisors
Boston,
Massachusetts
|
$4.98M
|
+$232K
|
+1,049
|
+5%
|
|
|
805
|
Transcend Capital Advisors
Madison,
New Jersey
|
$4.96M
|
+$107K
|
+482
|
+2%
|
|
|
806
|
Belpointe Asset Management
Reno,
Nevada
|
$4.95M
|
-$443K
|
-2,000
|
-8%
|
|
|
807
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$4.93M
|
+$2.53M
|
+11,427
|
+100%
|
|
|
808
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$4.93M
|
-$162K
|
-734
|
-3%
|
|
|
809
|
Forte Capital
Rochester,
New York
|
$4.92M
|
+$81.9K
|
+370
|
+2%
|
|
|
810
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$4.91M
|
+$229K
|
+1,036
|
+5%
|
|
|
811
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.91M
|
–
|
–
|
–
|
|
|
812
|
|
$4.91M
|
–
|
–
|
–
|
|
|
813
|
Osborne Partners Capital Management
San Francisco,
California
|
$4.9M
|
+$161K
|
+729
|
+3%
|
|
|
814
|
Advus Financial Partners
Winter Park,
Florida
|
$4.89M
|
-$37.2K
|
-168
|
-0.7%
|
|
|
815
|
RHS Financial
San Francisco,
California
|
$4.81M
|
+$1.1M
|
+4,985
|
+28%
|
|
|
816
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.8M
|
+$145K
|
+655
|
+3%
|
|
|
817
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.79M
|
+$297K
|
+1,343
|
+6%
|
|
|
818
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$4.79M
|
-$712K
|
-3,216
|
-12%
|
|
|
819
|
Highland Financial Advisors
Wayne,
New Jersey
|
$4.75M
|
+$218K
|
+986
|
+5%
|
|
|
820
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.73M
|
+$74.6K
|
+337
|
+2%
|
|
|
821
|
Red Lighthouse Investment Management
New York
|
$4.64M
|
–
|
–
|
–
|
|
|
822
|
Pachira Investments
Dana Point,
California
|
$4.63M
|
-$107K
|
-483
|
-2%
|
|
|
823
|
Wimmer Associates 1
Pasadena,
California
|
$4.61M
|
-$282K
|
-1,275
|
-6%
|
|
|
824
|
FAS Wealth Partners
Leawood,
Kansas
|
$4.6M
|
-$94.5K
|
-427
|
-2%
|
|
|
825
|
Human Investing
Lake Oswego,
Oregon
|
$4.58M
|
+$153K
|
+692
|
+3%
|
|
