|
1401
|
Alpha Family Trust
Los Angeles,
California
|
$356K
|
–
|
–
|
–
|
|
|
1402
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$353K
|
+$48.7K
|
+86
|
+15%
|
|
|
1403
|
Taylor Financial Group
Roanoke,
Virginia
|
$352K
|
–
|
–
|
–
|
|
|
1404
|
Forum Private Client Group
Fishers,
Indiana
|
$351K
|
+$566
|
+1
|
+0.2%
|
|
|
1405
|
Texas Bank & Trust
Longview,
Texas
|
$351K
|
-$25.5K
|
-45
|
-6%
|
|
|
1406
|
|
$351K
|
-$1.7K
|
-3
|
-0.5%
|
|
|
1407
|
Optimize Financial
Laguna Hills,
California
|
$350K
|
+$368K
|
+651
|
New
|
|
|
1408
|
Camden National Bank
Camden,
Maine
|
$350K
|
–
|
–
|
–
|
|
|
1409
|
Root Financial Partners
Encinitas,
California
|
$349K
|
+$119K
|
+210
|
+48%
|
|
|
1410
|
Ingalls & Snyder LLC
New York
|
$349K
|
–
|
–
|
–
|
|
|
1411
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$349K
|
+$92.8K
|
+164
|
+34%
|
|
|
1412
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$348K
|
+$1.13K
|
+2
|
+0.3%
|
|
|
1413
|
Knightsbridge Asset Management
Newport Beach,
California
|
$348K
|
+$74.1K
|
+131
|
+25%
|
|
|
1414
|
Trust Point Inc
La Crosse,
Wisconsin
|
$348K
|
+$65.6K
|
+116
|
+22%
|
|
|
1415
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$346K
|
+$47K
|
+83
|
+15%
|
|
|
1416
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$344K
|
-$13K
|
-23
|
-3%
|
|
|
1417
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$344K
|
-$89.4K
|
-158
|
-20%
|
|
|
1418
|
Focus Financial Network
Minneapolis,
Minnesota
|
$343K
|
-$115K
|
-203
|
-24%
|
|
|
1419
|
Pine Valley Investments
Marlton,
New Jersey
|
$343K
|
+$2.26K
|
+4
|
+0.6%
|
|
|
1420
|
Ignite Planners
San Clemente,
California
|
$342K
|
+$14.7K
|
+26
|
+4%
|
|
|
1421
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$338K
|
–
|
–
|
–
|
|
|
1422
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$337K
|
+$355K
|
+627
|
New
|
|
|
1423
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
1424
|
Madson Wealth Advisors
Santa Rosa,
California
|
$336K
|
+$354K
|
+625
|
New
|
|
|
1425
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$336K
|
+$353K
|
+624
|
New
|
|
