|
676
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$531K
|
+$328K
|
+8,000
|
+106%
|
|
|
677
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$529K
|
-$46.4K
|
-1,131
|
-7%
|
|
|
678
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$528K
|
–
|
–
|
–
|
|
|
679
|
Disciplined Investments
Tulsa,
Oklahoma
|
$527K
|
+$9.15K
|
+223
|
+1%
|
|
|
680
|
Farmers Trust Company
Youngstown,
Ohio
|
$526K
|
+$58.3K
|
+1,422
|
+10%
|
|
|
681
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$525K
|
+$8.21K
|
+200
|
+1%
|
|
|
682
|
M Holdings Securities
Portland,
Oregon
|
$525K
|
+$45K
|
+1,096
|
+8%
|
|
|
683
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$524K
|
-$82.1K
|
-2,000
|
-12%
|
|
|
684
|
Legacy Financial Advisors
Covington,
Kentucky
|
$520K
|
+$94.7K
|
+2,309
|
+19%
|
|
|
685
|
Duncker Streett & Co
St. Louis,
Missouri
|
$517K
|
-$131K
|
-3,200
|
-17%
|
|
|
686
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$517K
|
-$19.3K
|
-470
|
-3%
|
|
|
687
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$516K
|
+$225K
|
+5,475
|
+57%
|
|
|
688
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$513K
|
-$113K
|
-2,760
|
-16%
|
|
|
689
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$511K
|
-$361K
|
-8,794
|
-37%
|
|
|
690
|
Wealthspire Advisors (New York)
New York
|
$511K
|
+$614K
|
+14,960
|
New
|
|
|
691
|
Global Retirement Partners
San Rafael,
California
|
$510K
|
-$171K
|
-4,168
|
-22%
|
|
|
692
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$503K
|
-$147K
|
-3,585
|
-20%
|
|
|
693
|
SOL Capital Management
Rockville,
Maryland
|
$502K
|
–
|
–
|
–
|
|
|
694
|
Tobias Financial Advisors
Plantation,
Florida
|
$502K
|
+$15.1K
|
+368
|
+3%
|
|
|
695
|
HYA Advisors
Springfield,
Missouri
|
$501K
|
+$30.3K
|
+738
|
+5%
|
|
|
696
|
Choreo LLC
Rockford,
Illinois
|
$499K
|
-$78.4K
|
-1,912
|
-12%
|
|
|
697
|
Weiss Multi-Strategy Advisers
New York
|
$497K
|
-$17.6M
|
-428,886
|
-97%
|
|
|
698
|
Narwhal Capital Management
Marietta,
Georgia
|
$497K
|
-$785K
|
-19,128
|
-57%
|
|
|
699
|
Columbia Trust
Portland,
Oregon
|
$495K
|
+$178K
|
+4,332
|
+43%
|
|
|
700
|
Charles Schwab
San Francisco,
California
|
$494K
|
+$593K
|
+14,464
|
New
|
|
