|
601
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$861K
|
-$208K
|
-2,175
|
-20%
|
|
|
602
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$859K
|
+$58K
|
+605
|
+7%
|
|
|
603
|
Institute for Wealth Management
Denver,
Colorado
|
$859K
|
+$144K
|
+1,498
|
+20%
|
|
|
604
|
Frontier Wealth Management
Kansas City,
Missouri
|
$848K
|
-$7.48K
|
-78
|
-0.9%
|
|
|
605
|
Advisory Services Network
Atlanta,
Georgia
|
$847K
|
-$17.8K
|
-186
|
-2%
|
|
|
606
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$840K
|
-$5.12M
|
-53,456
|
-86%
|
|
|
607
|
Harbour Investments
Madison,
Wisconsin
|
$835K
|
+$825K
|
+8,605
|
New
|
|
|
608
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$831K
|
–
|
–
|
–
|
|
|
609
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$830K
|
+$236K
|
+2,464
|
+40%
|
|
|
610
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$828K
|
+$62.9K
|
+656
|
+8%
|
|
|
611
|
SeaCrest Wealth Management
Purchase,
New York
|
$822K
|
-$23.6K
|
-246
|
-3%
|
|
|
612
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$811K
|
+$426K
|
+4,446
|
+114%
|
|
|
613
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$810K
|
+$69.4K
|
+724
|
+10%
|
|
|
614
|
Xcel Wealth Management
Holly Hill,
Florida
|
$808K
|
+$560K
|
+5,839
|
+234%
|
|
|
615
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$805K
|
+$29.6K
|
+309
|
+4%
|
|
|
616
|
Schulhoff & Co
Cincinnati,
Ohio
|
$803K
|
–
|
–
|
–
|
|
|
617
|
Corient Capital Partners
Newport Beach,
California
|
$796K
|
+$14.4K
|
+150
|
+2%
|
|
|
618
|
Tectonic Advisors
Frisco,
Texas
|
$793K
|
+$49K
|
+511
|
+7%
|
|
|
619
|
Country Club Trust
Kansas City,
Missouri
|
$789K
|
-$4.22K
|
-44
|
-0.5%
|
|
|
620
|
Arden Trust
Wilmington,
Delaware
|
$787K
|
-$14.7K
|
-153
|
-2%
|
|
|
621
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$764K
|
+$346K
|
+3,615
|
+85%
|
|
|
622
|
SouthState Corp
Winter Haven,
Florida
|
$763K
|
-$83.3K
|
-869
|
-10%
|
|
|
623
|
Independent Investors Inc
Nesconset,
New York
|
$762K
|
–
|
–
|
–
|
|
|
624
|
Courier Capital
Buffalo,
New York
|
$754K
|
+$6.33K
|
+66
|
+0.9%
|
|
|
625
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$750K
|
-$4.6K
|
-48
|
-0.6%
|
|
