|
1476
|
Round Table Services
Westfield,
New Jersey
|
$564K
|
+$92K
|
+334
|
+21%
|
|
|
1477
|
Curated Wealth Partners
El Segundo,
California
|
$563K
|
–
|
–
|
–
|
|
|
1478
|
Donaldson Capital Management
Evansville,
Indiana
|
$563K
|
+$53.7K
|
+195
|
+11%
|
|
|
1479
|
DRW Securities
Chicago,
Illinois
|
$562K
|
+$531K
|
+1,928
|
New
|
|
|
1480
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$556K
|
-$283K
|
-1,029
|
-35%
|
|
|
1481
|
CPWM LLC
Seattle,
Washington
|
$553K
|
–
|
–
|
–
|
|
|
1482
|
TrinityPoint Wealth
Milford,
Connecticut
|
$550K
|
-$2.2K
|
-8
|
-0.4%
|
|
|
1483
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$550K
|
–
|
–
|
–
|
|
|
1484
|
Echo45 Advisors
Walnut Creek,
California
|
$550K
|
+$520K
|
+1,887
|
New
|
|
|
1485
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$549K
|
-$39.4K
|
-143
|
-7%
|
|
|
1486
|
Highland Private Wealth Management
Bellevue,
Washington
|
$547K
|
-$419K
|
-1,523
|
-45%
|
|
|
1487
|
Bard Financial Services
Branford,
Connecticut
|
$546K
|
–
|
–
|
–
|
|
|
1488
|
Chemung Canal Trust
Elmira,
New York
|
$546K
|
–
|
–
|
–
|
|
|
1489
|
Private Capital Group
West Hartford,
Connecticut
|
$544K
|
-$22.9K
|
-83
|
-4%
|
|
|
1490
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$544K
|
–
|
–
|
–
|
|
|
1491
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$539K
|
+$110K
|
+399
|
+28%
|
|
|
1492
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$538K
|
-$9.36K
|
-34
|
-2%
|
|
|
1493
|
Tradewinds Capital Management
Bellingham,
Washington
|
$537K
|
–
|
–
|
–
|
|
|
1494
|
JSF Financial
Los Angeles,
California
|
$536K
|
-$73.3K
|
-266
|
-13%
|
|
|
1495
|
J.W. Cole Advisors
Tampa,
Florida
|
$535K
|
+$46.3K
|
+168
|
+10%
|
|
|
1496
|
WealthBridge Capital Management
Westerville,
Ohio
|
$533K
|
-$2.2K
|
-8
|
-0.4%
|
|
|
1497
|
Northstar Advisory Group
Northfield,
New Jersey
|
$532K
|
+$502K
|
+1,823
|
New
|
|
|
1498
|
Procyon Advisors
Shelton,
Connecticut
|
$530K
|
+$121K
|
+440
|
+32%
|
|
|
1499
|
Veery Capital
Wilmington,
Delaware
|
$529K
|
-$4.41K
|
-16
|
-0.9%
|
|
|
1500
|
Independent Financial Group
San Diego,
California
|
$528K
|
+$499K
|
+1,810
|
New
|
|
