|
1251
|
Legacy Trust
Grand Rapids,
Michigan
|
$613K
|
–
|
–
|
–
|
|
|
1252
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$611K
|
+$39.8K
|
+51
|
+7%
|
|
|
1253
|
BHK Investment Advisors
Birmingham,
Alabama
|
$607K
|
–
|
–
|
–
|
|
|
1254
|
Northwest Bank & Trust
Davenport,
Iowa
|
$606K
|
-$42.9K
|
-55
|
-7%
|
|
|
1255
|
Biltmore Family Office
Charlotte,
North Carolina
|
$605K
|
+$268K
|
+343
|
+81%
|
|
|
1256
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$604K
|
+$204K
|
+261
|
+57%
|
|
|
1257
|
SeaCrest Wealth Management
Purchase,
New York
|
$604K
|
-$10.9K
|
-14
|
-2%
|
|
|
1258
|
Oakworth Capital
Birmingham,
Alabama
|
$603K
|
+$3.12K
|
+4
|
+0.5%
|
|
|
1259
|
Everpar Advisors
Tulsa,
Oklahoma
|
$603K
|
+$59.3K
|
+76
|
+11%
|
|
|
1260
|
Waterloo Capital
Austin,
Texas
|
$602K
|
+$33.5K
|
+43
|
+6%
|
|
|
1261
|
Montag & Associates
Atlanta,
Georgia
|
$602K
|
-$2.44M
|
-3,125
|
-80%
|
|
|
1262
|
Personal CFO Solutions
Chester,
New Jersey
|
$600K
|
-$89.7K
|
-115
|
-13%
|
|
|
1263
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$598K
|
+$245K
|
+314
|
+70%
|
|
|
1264
|
International Assets Investment Management
Orlando,
Florida
|
$597K
|
-$90.5K
|
-116
|
-13%
|
|
|
1265
|
Brookstone Capital Management
Wheaton,
Illinois
|
$596K
|
+$97.5K
|
+125
|
+21%
|
|
|
1266
|
Gratus Capital
Atlanta,
Georgia
|
$596K
|
+$97.5K
|
+125
|
+20%
|
|
|
1267
|
Wambolt & Associates
Littleton,
Colorado
|
$595K
|
-$168K
|
-215
|
-22%
|
|
|
1268
|
|
$591K
|
+$162K
|
+208
|
+38%
|
|
|
1269
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$590K
|
-$19.5K
|
-25
|
-3%
|
|
|
1270
|
Dodge & Cox
San Francisco,
California
|
$590K
|
–
|
–
|
–
|
|
|
1271
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$589K
|
-$780
|
-1
|
-0.1%
|
|
|
1272
|
Angeles Wealth Management
Santa Monica,
California
|
$589K
|
+$125K
|
+160
|
+27%
|
|
|
1273
|
Intrua Financial
Houston,
Texas
|
$588K
|
–
|
–
|
–
|
|
|
1274
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$587K
|
-$59.3K
|
-76
|
-9%
|
|
|
1275
|
PDS Planning
Dublin,
Ohio
|
$587K
|
+$127K
|
+163
|
+28%
|
|
