|
2301
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$707K
|
+$12.4K
|
+44
|
+2%
|
|
|
2302
|
Moody National Bank Trust Division
Galveston,
Texas
|
$707K
|
+$28.1K
|
+100
|
+4%
|
|
|
2303
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$706K
|
+$101K
|
+360
|
+16%
|
|
|
2304
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$704K
|
–
|
–
|
–
|
|
|
2305
|
Surevest
Los Angeles,
California
|
$704K
|
+$15.4K
|
+55
|
+2%
|
|
|
2306
|
Aristotle Capital Management
Los Angeles,
California
|
$703K
|
-$260K
|
-925
|
-26%
|
|
|
2307
|
Rockbridge Investment Management
Syracuse,
New York
|
$703K
|
-$5.06K
|
-18
|
-0.7%
|
|
|
2308
|
SkyOak Wealth
Southfield,
Michigan
|
$701K
|
–
|
–
|
–
|
|
|
2309
|
RGT Wealth Advisors
Dallas,
Texas
|
$697K
|
-$56.2K
|
-200
|
-7%
|
|
|
2310
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$694K
|
-$562
|
-2
|
-0.1%
|
|
|
2311
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$694K
|
–
|
–
|
–
|
|
|
2312
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$691K
|
-$12.1K
|
-43
|
-2%
|
|
|
2313
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$691K
|
+$14K
|
+50
|
+2%
|
|
|
2314
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$687K
|
-$52.5K
|
-187
|
-7%
|
|
|
2315
|
Marco Investment Management
Atlanta,
Georgia
|
$687K
|
+$36.5K
|
+130
|
+5%
|
|
|
2316
|
Greenhaven Associates
Purchase,
New York
|
$683K
|
-$6.6M
|
-23,490
|
-90%
|
|
|
2317
|
Gleason Group
Prospect,
Kentucky
|
$682K
|
–
|
–
|
–
|
|
|
2318
|
Cairn Investment Group
Vancouver,
Washington
|
$681K
|
–
|
–
|
–
|
|
|
2319
|
Denver PWM
Denver,
Colorado
|
$681K
|
+$3.09K
|
+11
|
+0.4%
|
|
|
2320
|
Madison Wealth Partners
Madison,
Wisconsin
|
$681K
|
+$5.06K
|
+18
|
+0.7%
|
|
|
2321
|
Asahi Life Asset Management
Tokyo,
Japan
|
$678K
|
-$236K
|
-840
|
-25%
|
|
|
2322
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$678K
|
–
|
–
|
–
|
|
|
2323
|
Golden Green
Seneca,
South Carolina
|
$678K
|
+$392K
|
+1,394
|
+128%
|
|
|
2324
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$676K
|
–
|
–
|
–
|
|
|
2325
|
RNC Capital Management
Los Angeles,
California
|
$675K
|
–
|
–
|
–
|
|
