|
1401
|
Fiduciary Family Office
Boca Raton,
Florida
|
$593K
|
-$7.9K
|
-52
|
-1%
|
|
|
1402
|
Perkins Coie Trust Company
Seattle,
Washington
|
$592K
|
–
|
–
|
–
|
|
|
1403
|
Palumbo Wealth Management
Great Neck,
New York
|
$591K
|
+$582K
|
+3,832
|
New
|
|
|
1404
|
Ponta Wealth Partners
Winter Park,
Florida
|
$584K
|
+$576K
|
+3,792
|
New
|
|
|
1405
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$582K
|
–
|
–
|
–
|
|
|
1406
|
Legacy Edge Advisors
Syosset,
New York
|
$582K
|
-$45.6K
|
-300
|
-7%
|
|
|
1407
|
Checchi Capital Advisers
Beverly Hills,
California
|
$580K
|
-$65.5K
|
-431
|
-10%
|
|
|
1408
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$579K
|
-$6.08K
|
-40
|
-1%
|
|
|
1409
|
Harris Associates
Chicago,
Illinois
|
$578K
|
+$570K
|
+3,750
|
New
|
|
|
1410
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$578K
|
+$570K
|
+3,749
|
New
|
|
|
1411
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$577K
|
+$17.8K
|
+117
|
+3%
|
|
|
1412
|
Adelphi Trust
Saint Petersburg,
Florida
|
$577K
|
+$569K
|
+3,743
|
New
|
|
|
1413
|
Advisor OS
Chicago,
Illinois
|
$577K
|
+$41.3K
|
+272
|
+8%
|
|
|
1414
|
Integral Investment Advisors
Turlock,
California
|
$575K
|
+$92.7K
|
+610
|
+20%
|
|
|
1415
|
Papamarkou Wellner Asset Management
New York
|
$575K
|
+$567K
|
+3,729
|
New
|
|
|
1416
|
RB Capital Management
Reno,
Nevada
|
$570K
|
+$120K
|
+790
|
+27%
|
|
|
1417
|
Bigelow Investment Advisors
Portland,
Maine
|
$568K
|
-$24.6K
|
-162
|
-4%
|
|
|
1418
|
Conning Inc
Hartford,
Connecticut
|
$567K
|
+$39.8K
|
+262
|
+8%
|
|
|
1419
|
L2 Asset Management
Wayland,
Massachusetts
|
$567K
|
+$42.9K
|
+282
|
+8%
|
|
|
1420
|
Advyzon Investment Management
Lisle,
Illinois
|
$562K
|
+$140K
|
+920
|
+34%
|
|
|
1421
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$560K
|
–
|
–
|
–
|
|
|
1422
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$558K
|
-$28K
|
-184
|
-5%
|
|
|
1423
|
Texas Bank & Trust
Longview,
Texas
|
$557K
|
+$152K
|
+1,000
|
+38%
|
|
|
1424
|
Valued Retirements
Houston,
Texas
|
$557K
|
–
|
–
|
–
|
|
|
1425
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$556K
|
+$1.06K
|
+7
|
+0.2%
|
|
