|
1301
|
Essex Financial Services
Essex,
Connecticut
|
$685K
|
+$138K
|
+1,621
|
+27%
|
|
|
1302
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$683K
|
-$85.4K
|
-1,000
|
-12%
|
|
|
1303
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$682K
|
-$26.8K
|
-314
|
-4%
|
|
|
1304
|
Doliver Advisors
Houston,
Texas
|
$682K
|
–
|
–
|
–
|
|
|
1305
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$680K
|
-$20.6M
|
-240,840
|
-97%
|
|
|
1306
|
InTrack Investment Management
South Burlington,
Vermont
|
$680K
|
-$890K
|
-10,430
|
-58%
|
|
|
1307
|
Opinicus Capital
Tampa,
Florida
|
$680K
|
+$11.2K
|
+131
|
+2%
|
|
|
1308
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$677K
|
-$19.4K
|
-227
|
-3%
|
|
|
1309
|
Formidable Asset Management
Cincinnati,
Ohio
|
$677K
|
–
|
–
|
–
|
|
|
1310
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$676K
|
+$337K
|
+3,948
|
+109%
|
|
|
1311
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$674K
|
-$8.79K
|
-103
|
-1%
|
|
|
1312
|
Good Life Advisors
Reading,
Pennsylvania
|
$672K
|
-$256
|
-3
|
-0%
|
|
|
1313
|
AlphaCore Capital
La Jolla,
California
|
$671K
|
+$490K
|
+5,739
|
+326%
|
|
|
1314
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$671K
|
–
|
–
|
–
|
|
|
1315
|
Liberty Wealth Management
Oakland,
California
|
$669K
|
-$99.4K
|
-1,164
|
-13%
|
|
|
1316
|
Brookmont Capital Management
Dallas,
Texas
|
$668K
|
+$85
|
+1
|
+0%
|
|
|
1317
|
Trilogy Capital
Irvine,
California
|
$668K
|
-$6.75K
|
-79
|
-1%
|
|
|
1318
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$666K
|
+$58.5K
|
+685
|
+10%
|
|
|
1319
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$663K
|
-$11.4K
|
-134
|
-2%
|
|
|
1320
|
Stelac Advisory Services
New York
|
$663K
|
–
|
–
|
–
|
|
|
1321
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$660K
|
-$1.02K
|
-12
|
-0.2%
|
|
|
1322
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$659K
|
+$131K
|
+1,529
|
+26%
|
|
|
1323
|
Waterloo Capital
Austin,
Texas
|
$658K
|
+$628K
|
+7,360
|
New
|
|
|
1324
|
SkyOak Wealth
Southfield,
Michigan
|
$657K
|
-$169K
|
-1,984
|
-21%
|
|
|
1325
|
Aprio Wealth Management
Atlanta,
Georgia
|
$655K
|
+$1.37K
|
+16
|
+0.2%
|
|
