|
1776
|
Capital Planning Advisors
Roseville,
California
|
$615K
|
+$56.5K
|
+1,290
|
+10%
|
|
|
1777
|
GeoWealth Management
Chicago,
Illinois
|
$614K
|
-$80.3K
|
-1,833
|
-11%
|
|
|
1778
|
CRA Financial Services
Northfield,
New Jersey
|
$614K
|
-$11.6K
|
-264
|
-2%
|
|
|
1779
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$614K
|
+$164K
|
+3,750
|
+36%
|
|
|
1780
|
Aureus Asset Management
Boston,
Massachusetts
|
$613K
|
-$323K
|
-7,380
|
-34%
|
|
|
1781
|
Aspiriant LLC
Los Angeles,
California
|
$613K
|
+$93.7K
|
+2,139
|
+18%
|
|
|
1782
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$610K
|
+$223K
|
+5,100
|
+57%
|
|
|
1783
|
|
$610K
|
+$618K
|
+14,109
|
New
|
|
|
1784
|
Lee Financial
Dallas,
Texas
|
$609K
|
+$2.89K
|
+66
|
+0.5%
|
|
|
1785
|
Solstein Capital
Menlo Park,
California
|
$608K
|
-$27.9K
|
-636
|
-4%
|
|
|
1786
|
Oak Asset Management
Westlake Village,
California
|
$605K
|
+$613K
|
+13,998
|
New
|
|
|
1787
|
First Dallas Securities
Dallas,
Texas
|
$603K
|
-$39.3K
|
-897
|
-6%
|
|
|
1788
|
Wulff, Hansen & Co
San Rafael,
California
|
$603K
|
–
|
–
|
–
|
|
|
1789
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$601K
|
-$2.89K
|
-66
|
-0.5%
|
|
|
1790
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$600K
|
-$21.6K
|
-492
|
-3%
|
|
|
1791
|
Journey Strategic Wealth
Summit,
New Jersey
|
$597K
|
+$605K
|
+13,809
|
New
|
|
|
1792
|
Camden National Bank
Camden,
Maine
|
$596K
|
-$6.7K
|
-153
|
-1%
|
|
|
1793
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$595K
|
-$210K
|
-4,800
|
-26%
|
|
|
1794
|
Columbus Macro
New Castle,
Pennsylvania
|
$594K
|
-$8.54K
|
-195
|
-1%
|
|
|
1795
|
Aspire Private Capital
Cornelius,
North Carolina
|
$592K
|
-$35.4K
|
-807
|
-6%
|
|
|
1796
|
Mission Creek Capital Partners
San Francisco,
California
|
$590K
|
+$42.3K
|
+966
|
+8%
|
|
|
1797
|
Hendershot Investments
Centreville,
Virginia
|
$589K
|
-$65.7K
|
-1,500
|
-10%
|
|
|
1798
|
Cooper Financial Group
Irvine,
California
|
$588K
|
+$4.34K
|
+99
|
+0.7%
|
|
|
1799
|
Howard Capital Management Group
Los Angeles,
California
|
$585K
|
–
|
–
|
–
|
|
|
1800
|
Fulcrum Equity Management
Plano,
Texas
|
$585K
|
+$2.5K
|
+57
|
+0.4%
|
|
