|
1076
|
Round Table Services
Westfield,
New Jersey
|
$413K
|
+$28.9K
|
+161
|
+8%
|
|
|
1077
|
Wealthspire Advisors (New York)
New York
|
$407K
|
+$395K
|
+2,202
|
New
|
|
|
1078
|
Zions Bancorporation
Salt Lake City,
Utah
|
$406K
|
-$12.8K
|
-71
|
-3%
|
|
|
1079
|
First Business Financial Services
Madison,
Wisconsin
|
$405K
|
–
|
–
|
–
|
|
|
1080
|
Trust Company of Toledo
Holland,
Ohio
|
$405K
|
–
|
–
|
–
|
|
|
1081
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$405K
|
+$2.69K
|
+15
|
+0.7%
|
|
|
1082
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$405K
|
+$32K
|
+178
|
+9%
|
|
|
1083
|
Atalanta Sosnoff Capital
New York
|
$404K
|
–
|
–
|
–
|
|
|
1084
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$404K
|
+$164K
|
+914
|
+72%
|
|
|
1085
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$403K
|
-$180
|
-1
|
-0%
|
|
|
1086
|
Middleton & Co
Boston,
Massachusetts
|
$402K
|
-$4.49K
|
-25
|
-1%
|
|
|
1087
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$402K
|
–
|
–
|
–
|
|
|
1088
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$402K
|
+$194K
|
+1,078
|
+98%
|
|
|
1089
|
Jones Financial Companies
Des Peres,
Missouri
|
$401K
|
-$18.3K
|
-102
|
-4%
|
|
|
1090
|
Webster Bank
Waterbury,
Connecticut
|
$399K
|
–
|
–
|
–
|
|
|
1091
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$398K
|
-$13.8K
|
-77
|
-3%
|
|
|
1092
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$397K
|
-$19.2K
|
-107
|
-5%
|
|
|
1093
|
Fulton Bank
Lancaster,
Pennsylvania
|
$397K
|
-$13.1K
|
-73
|
-3%
|
|
|
1094
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$397K
|
-$10.1K
|
-56
|
-3%
|
|
|
1095
|
Osborne Partners Capital Management
San Francisco,
California
|
$396K
|
-$77.2K
|
-430
|
-17%
|
|
|
1096
|
Vaughan David Investments
Peoria,
Illinois
|
$396K
|
+$3.95K
|
+22
|
+1%
|
|
|
1097
|
Next Financial Group
Houston,
Texas
|
$396K
|
+$246K
|
+1,370
|
+177%
|
|
|
1098
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$395K
|
+$11.7K
|
+65
|
+3%
|
|
|
1099
|
Donor Advised Charitable Giving
San Francisco,
California
|
$392K
|
+$381K
|
+2,120
|
New
|
|
|
1100
|
Aspiriant LLC
Los Angeles,
California
|
$391K
|
–
|
–
|
–
|
|
