|
1526
|
Prosperity Planning
Kansas City,
Missouri
|
$813K
|
–
|
–
|
–
|
|
|
1527
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$809K
|
–
|
–
|
–
|
|
|
1528
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$805K
|
+$47.4K
|
+246
|
+6%
|
|
|
1529
|
Texas Capital Bancshares
Dallas,
Texas
|
$803K
|
–
|
–
|
–
|
|
|
1530
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$803K
|
+$230K
|
+1,195
|
+40%
|
|
|
1531
|
Shira Ridge Wealth Management
Larkspur,
California
|
$803K
|
+$809K
|
+4,199
|
New
|
|
|
1532
|
Connective Portfolio Management
New York
|
$800K
|
-$143K
|
-740
|
-15%
|
|
|
1533
|
Bollard Group
Boston,
Massachusetts
|
$800K
|
+$3.85K
|
+20
|
+0.5%
|
|
|
1534
|
Calton & Associates
Tampa,
Florida
|
$796K
|
+$260K
|
+1,351
|
+48%
|
|
|
1535
|
TKG Advisors
Valparaiso,
Indiana
|
$795K
|
+$801K
|
+4,157
|
New
|
|
|
1536
|
Searcy Financial Services
Overland Park,
Kansas
|
$794K
|
+$5.2K
|
+27
|
+0.7%
|
|
|
1537
|
Larson Financial Group
St Louis,
Missouri
|
$794K
|
+$255K
|
+1,323
|
+47%
|
|
|
1538
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$793K
|
–
|
–
|
–
|
|
|
1539
|
Round Rock Advisors
Wilton,
Connecticut
|
$789K
|
+$16.8K
|
+87
|
+2%
|
|
|
1540
|
CRA Financial Services
Northfield,
New Jersey
|
$788K
|
-$116K
|
-603
|
-13%
|
|
|
1541
|
NCM Capital Management
Ramsey,
New Jersey
|
$786K
|
–
|
–
|
–
|
|
|
1542
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$785K
|
-$5.59K
|
-29
|
-0.7%
|
|
|
1543
|
Boltwood Capital Management
Walnut Creek,
California
|
$782K
|
-$9.64K
|
-50
|
-1%
|
|
|
1544
|
Sonora Investment Management Group
Tucson,
Arizona
|
$780K
|
+$488K
|
+2,531
|
+164%
|
|
|
1545
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$779K
|
–
|
–
|
–
|
|
|
1546
|
BigSur Wealth Management
Miami,
Florida
|
$772K
|
+$964
|
+5
|
+0.1%
|
|
|
1547
|
Bourgeon Capital Management
Darien,
Connecticut
|
$772K
|
+$65.3K
|
+339
|
+9%
|
|
|
1548
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$770K
|
-$8.29K
|
-43
|
-1%
|
|
|
1549
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$769K
|
-$3.08K
|
-16
|
-0.4%
|
|
|
1550
|
Helen Stephens Group
Fort Worth,
Texas
|
$766K
|
-$72.5K
|
-376
|
-9%
|
|
