|
801
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.29M
|
+$1.14K
|
+24
|
+0.1%
|
|
|
802
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.28M
|
-$168K
|
-3,552
|
-12%
|
|
|
803
|
360 Financial
Wayzata,
Minnesota
|
$1.28M
|
+$851
|
+18
|
+0.1%
|
|
|
804
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$1.28M
|
+$39.4K
|
+834
|
+3%
|
|
|
805
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
806
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
807
|
ADE LLC
Baltimore,
Maryland
|
$1.27M
|
-$3.12K
|
-66
|
-0.2%
|
|
|
808
|
Pinnacle Associates
New York
|
$1.27M
|
+$53.4K
|
+1,128
|
+4%
|
|
|
809
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.26M
|
-$34.1K
|
-720
|
-3%
|
|
|
810
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.26M
|
+$1.25M
|
+26,358
|
New
|
|
|
811
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.26M
|
–
|
–
|
–
|
|
|
812
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.25M
|
-$137K
|
-2,904
|
-10%
|
|
|
813
|
Perigon Wealth Management
San Francisco,
California
|
$1.25M
|
+$204K
|
+4,314
|
+20%
|
|
|
814
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.24M
|
+$158K
|
+3,330
|
+15%
|
|
|
815
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.24M
|
+$85.1K
|
+1,800
|
+8%
|
|
|
816
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.23M
|
-$34.1K
|
-720
|
-3%
|
|
|
817
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$1.23M
|
-$4.54K
|
-96
|
-0.4%
|
|
|
818
|
Covenant Asset Management
Chester,
New Jersey
|
$1.23M
|
-$41.2K
|
-870
|
-3%
|
|
|
819
|
Icon Wealth Partners
Houston,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
820
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.23M
|
-$6.23M
|
-131,814
|
-84%
|
|
|
821
|
Gitterman Wealth Management
Edison,
New Jersey
|
$1.22M
|
-$249K
|
-5,274
|
-17%
|
|
|
822
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.22M
|
-$16.7K
|
-354
|
-1%
|
|
|
823
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.22M
|
+$1.2M
|
+25,410
|
New
|
|
|
824
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.21M
|
-$1.34M
|
-28,302
|
-53%
|
|
|
825
|
Marco Investment Management
Atlanta,
Georgia
|
$1.2M
|
-$348K
|
-7,350
|
-23%
|
|
