|
1326
|
Bull Oak Capital
San Diego,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
1327
|
HeadInvest LLC
Portland,
Maine
|
$1.31M
|
+$22.5K
|
+342
|
+2%
|
|
|
1328
|
Fiduciary Financial Group
San Rafael,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
1329
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.3M
|
+$102K
|
+1,548
|
+10%
|
|
|
1330
|
Ruggaard & Associates
Hudson,
Ohio
|
$1.3M
|
-$247K
|
-3,750
|
-17%
|
|
|
1331
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$1.29M
|
-$35.9K
|
-546
|
-3%
|
|
|
1332
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.29M
|
–
|
–
|
–
|
|
|
1333
|
Passive Capital Management
Baltimore,
Maryland
|
$1.29M
|
–
|
–
|
–
|
|
|
1334
|
Michels Family Financial
Fort Worth,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
|
1335
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$1.28M
|
-$44.2K
|
-672
|
-4%
|
|
|
1336
|
Golden State Wealth Management
Santa Ana,
California
|
$1.28M
|
-$19.8K
|
-300
|
-2%
|
|
|
1337
|
|
$1.27M
|
+$169K
|
+2,562
|
+17%
|
|
|
1338
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.26M
|
+$45.4K
|
+690
|
+4%
|
|
|
1339
|
Seneschal Advisors
Tacoma,
Washington
|
$1.25M
|
-$395
|
-6
|
-0%
|
|
|
1340
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.25M
|
-$14.2K
|
-216
|
-1%
|
|
|
1341
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.24M
|
-$1.19K
|
-18
|
-0.1%
|
|
|
1342
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
1343
|
HBW Advisory Services
Simi Valley,
California
|
$1.24M
|
+$8.29K
|
+126
|
+0.7%
|
|
|
1344
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.24M
|
-$1.2M
|
-18,204
|
-52%
|
|
|
1345
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.24M
|
-$626K
|
-9,510
|
-36%
|
|
|
1346
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.23M
|
+$47.8K
|
+726
|
+4%
|
|
|
1347
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.23M
|
–
|
–
|
–
|
|
|
1348
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.23M
|
+$143K
|
+2,166
|
+15%
|
|
|
1349
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.23M
|
-$64.8K
|
-984
|
-6%
|
|
|
1350
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.23M
|
+$52.1K
|
+792
|
+5%
|
|
