|
826
|
Bath Savings Trust
Bath,
Maine
|
$1.02M
|
–
|
–
|
–
|
|
|
827
|
Aviance Capital Partners
Naples,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
828
|
Caprock Group
Boise,
Idaho
|
$999K
|
+$948K
|
+3,440
|
New
|
|
|
829
|
Garner Asset Management Corp
Plano,
Texas
|
$999K
|
+$168K
|
+610
|
+22%
|
|
|
830
|
Saxon Interests
Houston,
Texas
|
$995K
|
-$321K
|
-1,166
|
-25%
|
|
|
831
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$989K
|
-$10.5K
|
-38
|
-1%
|
|
|
832
|
Patron Partners
Houston,
Texas
|
$985K
|
+$216K
|
+785
|
+30%
|
|
|
833
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$980K
|
-$15.7K
|
-57
|
-2%
|
|
|
834
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$977K
|
+$5.51K
|
+20
|
+0.6%
|
|
|
835
|
Wealthquest
Cincinnati,
Ohio
|
$977K
|
+$1.65K
|
+6
|
+0.2%
|
|
|
836
|
Forum Financial Management
Lombard,
Illinois
|
$976K
|
-$720K
|
-2,611
|
-44%
|
|
|
837
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$976K
|
+$551K
|
+2,000
|
+148%
|
|
|
838
|
Coastline Trust
Providence,
Rhode Island
|
$972K
|
+$179K
|
+651
|
+24%
|
|
|
839
|
Portfolio Design Labs
Encino,
California
|
$972K
|
-$32K
|
-116
|
-3%
|
|
|
840
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$966K
|
+$329K
|
+1,195
|
+56%
|
|
|
841
|
NorthRock Partners
Minneapolis,
Minnesota
|
$964K
|
+$577K
|
+2,091
|
+171%
|
|
|
842
|
Ostrum Asset Management
Paris,
France
|
$963K
|
+$577K
|
+2,092
|
+171%
|
|
|
843
|
Personal CFO Solutions
Chester,
New Jersey
|
$963K
|
+$28.7K
|
+104
|
+3%
|
|
|
844
|
Koshinski Asset Management
Decatur,
Illinois
|
$961K
|
-$86.9K
|
-315
|
-9%
|
|
|
845
|
Everett Harris & Co
Los Angeles,
California
|
$958K
|
–
|
–
|
–
|
|
|
846
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$958K
|
-$246K
|
-891
|
-21%
|
|
|
847
|
Trust Company
Manhattan,
Kansas
|
$956K
|
–
|
–
|
–
|
|
|
848
|
Widmann Financial Services
Bowie,
Maryland
|
$954K
|
+$46.9K
|
+170
|
+5%
|
|
|
849
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$950K
|
+$901K
|
+3,269
|
New
|
|
|
850
|
Crux Wealth Advisors
Long Beach,
California
|
$949K
|
-$9.38K
|
-34
|
-1%
|
|
