|
401
|
Midwest Trust
Overland Park,
Kansas
|
$544K
|
-$36.5K
|
-545
|
-6%
|
|
|
402
|
Calton & Associates
Tampa,
Florida
|
$542K
|
-$266K
|
-3,971
|
-31%
|
|
|
403
|
Juno Financial Group
Richmond,
Virginia
|
$542K
|
+$604
|
+9
|
+0.1%
|
|
|
404
|
Savvy Advisors Inc
New York
|
$541K
|
+$131K
|
+1,952
|
+29%
|
|
|
405
|
Worthington Financial Partners
Worthington,
Ohio
|
$541K
|
+$15K
|
+223
|
+3%
|
|
|
406
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$534K
|
+$135K
|
+2,006
|
+32%
|
|
|
407
|
Fiduciary Trust
Boston,
Massachusetts
|
$513K
|
–
|
–
|
–
|
|
|
408
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$510K
|
-$4.69K
|
-70
|
-0.9%
|
|
|
409
|
Joseph Group Capital Management
Columbus,
Ohio
|
$505K
|
-$9.25M
|
-137,933
|
-94%
|
|
|
410
|
Balance Wealth
Delaware,
Ohio
|
$505K
|
+$2.01K
|
+30
|
+0.4%
|
|
|
411
|
Vivaldi Capital Management
Chicago,
Illinois
|
$504K
|
+$39.4K
|
+587
|
+8%
|
|
|
412
|
R.M. Davis Inc
Portland,
Maine
|
$502K
|
+$3.08K
|
+46
|
+0.6%
|
|
|
413
|
Rye Brook Capital
Greenwich,
Connecticut
|
$501K
|
–
|
–
|
–
|
|
|
414
|
Global Endowment Management
Charlotte,
North Carolina
|
$501K
|
+$268K
|
+4,000
|
+100%
|
|
|
415
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$499K
|
+$137K
|
+2,040
|
+34%
|
|
|
416
|
Tradition Wealth Management
Edina,
Minnesota
|
$494K
|
-$235K
|
-3,497
|
-31%
|
|
|
417
|
|
$488K
|
+$58.1K
|
+867
|
+13%
|
|
|
418
|
Compass Capital Corp
Braintree,
Massachusetts
|
$476K
|
+$441K
|
+6,576
|
New
|
|
|
419
|
Castleview Partners
Dallas,
Texas
|
$472K
|
+$23.1K
|
+344
|
+5%
|
|
|
420
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$471K
|
+$37.6K
|
+560
|
+8%
|
|
|
421
|
Triton Wealth Management
Sun City,
Arizona
|
$470K
|
–
|
–
|
–
|
|
|
422
|
|
$464K
|
–
|
–
|
–
|
|
|
423
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$462K
|
+$15.4K
|
+229
|
+3%
|
|
|
424
|
Symphony Financial Services
Akron,
Ohio
|
$461K
|
+$16.8K
|
+250
|
+4%
|
|
|
425
|
AllianceBernstein
Nashville,
Tennessee
|
$461K
|
+$23.7K
|
+353
|
+6%
|
|
