|
1301
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$418K
|
+$20.3K
|
+600
|
+5%
|
|
|
1302
|
Beck Mack & Oliver
New York
|
$415K
|
–
|
–
|
–
|
|
|
1303
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$413K
|
+$64.3K
|
+1,900
|
+20%
|
|
|
1304
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$412K
|
+$96.1K
|
+2,840
|
+33%
|
|
|
1305
|
Affinity Wealth Management
Wilmington,
Delaware
|
$411K
|
-$60.2K
|
-1,780
|
-13%
|
|
|
1306
|
Grandfield & Dodd
New York
|
$410K
|
-$33.8K
|
-1,000
|
-8%
|
|
|
1307
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$409K
|
-$65.6K
|
-1,940
|
-15%
|
|
|
1308
|
Bell Bank
Fargo,
North Dakota
|
$404K
|
+$60.9K
|
+1,800
|
+19%
|
|
|
1309
|
Lenox Wealth Advisors
New York
|
$402K
|
-$4.06K
|
-120
|
-1%
|
|
|
1310
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$399K
|
-$19.7M
|
-582,500
|
-98%
|
|
|
1311
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$399K
|
+$1.35K
|
+40
|
+0.4%
|
|
|
1312
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$398K
|
+$15.6K
|
+460
|
+4%
|
|
|
1313
|
New York Life Trust
New York
|
$392K
|
-$69.7K
|
-2,060
|
-16%
|
|
|
1314
|
Callahan Advisors
Houston,
Texas
|
$392K
|
+$12.2K
|
+360
|
+3%
|
|
|
1315
|
Blume Capital Management
Berkeley,
California
|
$389K
|
+$21K
|
+620
|
+6%
|
|
|
1316
|
Ingalls & Snyder LLC
New York
|
$389K
|
+$44.6K
|
+1,320
|
+14%
|
|
|
1317
|
McDaniel Terry & Co
Austin,
Texas
|
$388K
|
–
|
–
|
–
|
|
|
1318
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$387K
|
–
|
–
|
–
|
|
|
1319
|
Koshinski Asset Management
Decatur,
Illinois
|
$384K
|
+$363K
|
+10,720
|
New
|
|
|
1320
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$382K
|
-$14.2K
|
-420
|
-4%
|
|
|
1321
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$378K
|
-$9.47K
|
-280
|
-3%
|
|
|
1322
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$377K
|
+$16.9K
|
+500
|
+5%
|
|
|
1323
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$377K
|
+$98.1K
|
+2,900
|
+38%
|
|
|
1324
|
Sterling Global Strategies
Carlsbad,
California
|
$377K
|
+$356K
|
+10,540
|
New
|
|
|
1325
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$373K
|
-$139K
|
-4,120
|
-28%
|
|
