|
801
|
Aries Wealth Management
Portland,
Maine
|
$237K
|
+$239K
|
+3,265
|
New
|
|
|
802
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$237K
|
+$261K
|
+3,556
|
New
|
|
|
803
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$236K
|
-$2.42K
|
-33
|
-0.9%
|
|
|
804
|
Investment Advisory Group
Hanover,
Massachusetts
|
$236K
|
+$5.13K
|
+70
|
+2%
|
|
|
805
|
Community Bank
Dewitt,
New York
|
$236K
|
+$10.3K
|
+140
|
+4%
|
|
|
806
|
One Day In July LLC
Burlington,
Vermont
|
$236K
|
+$259K
|
+3,533
|
New
|
|
|
807
|
J.W. Burns & Co
Dewitt,
New York
|
$235K
|
-$1.83K
|
-25
|
-0.7%
|
|
|
808
|
|
$232K
|
+$255K
|
+3,480
|
New
|
|
|
809
|
Tocqueville Asset Management
New York
|
$230K
|
-$31.9K
|
-435
|
-11%
|
|
|
810
|
My Personal CFO LLC
Vancouver,
Washington
|
$229K
|
-$243K
|
-3,310
|
-100%
|
|
|
811
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$227K
|
-$8.87K
|
-121
|
-3%
|
|
|
812
|
Warner Financial
Bethesda,
Maryland
|
$226K
|
–
|
–
|
–
|
|
|
813
|
Legacy Wealth Planning
Reno,
Nevada
|
$225K
|
-$7.33K
|
-100
|
-3%
|
|
|
814
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$225K
|
+$226K
|
+3,086
|
New
|
|
|
815
|
Country Club Bank
Kansas City,
Missouri
|
$225K
|
+$243K
|
+3,316
|
New
|
|
|
816
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$223K
|
–
|
–
|
–
|
|
|
817
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$223K
|
+$21.1K
|
+288
|
+9%
|
|
|
818
|
Abbrea Capital
Greenbrae,
California
|
$222K
|
+$11K
|
+150
|
+5%
|
|
|
819
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$220K
|
-$12.7K
|
-173
|
-5%
|
|
|
820
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$216K
|
–
|
–
|
–
|
|
|
821
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$216K
|
+$1.1K
|
+15
|
+0.5%
|
|
|
822
|
Fiduciary Group
Savannah,
Georgia
|
$216K
|
+$215K
|
+2,938
|
New
|
|
|
823
|
Brown Advisory
Baltimore,
Maryland
|
$216K
|
+$236K
|
+3,227
|
New
|
|
|
824
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$211K
|
-$44.4K
|
-606
|
-16%
|
|
|
825
|
Act Two Investors
Santa Cruz,
California
|
$211K
|
+$231K
|
+3,159
|
New
|
|
