|
1351
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$505K
|
–
|
–
|
–
|
|
|
1352
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$504K
|
–
|
–
|
–
|
|
|
1353
|
Monte Financial Group
Guilford,
Connecticut
|
$502K
|
-$4.19K
|
-52
|
-0.8%
|
|
|
1354
|
Stonebrook Private
Northville,
Michigan
|
$500K
|
+$493K
|
+6,116
|
New
|
|
|
1355
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$499K
|
+$10.5K
|
+130
|
+2%
|
|
|
1356
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$496K
|
–
|
–
|
–
|
|
|
1357
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$493K
|
–
|
–
|
–
|
|
|
1358
|
Essex Financial Services
Essex,
Connecticut
|
$493K
|
+$132K
|
+1,633
|
+37%
|
|
|
1359
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$493K
|
-$3.63K
|
-45
|
-0.7%
|
|
|
1360
|
Howland Capital Management
Boston,
Massachusetts
|
$493K
|
-$108K
|
-1,345
|
-18%
|
|
|
1361
|
Hardin Capital Partners
Greenville,
South Carolina
|
$493K
|
–
|
–
|
–
|
|
|
1362
|
West Bancorporation
West Des Moines,
Iowa
|
$492K
|
-$97K
|
-1,204
|
-17%
|
|
|
1363
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$492K
|
-$264K
|
-3,278
|
-35%
|
|
|
1364
|
City National Bank of Florida
Miami,
Florida
|
$492K
|
-$158K
|
-1,966
|
-25%
|
|
|
1365
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$490K
|
–
|
–
|
–
|
|
|
1366
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$490K
|
-$33.1K
|
-411
|
-6%
|
|
|
1367
|
Clarkston Capital Partners
Rochester,
Michigan
|
$490K
|
-$25K
|
-310
|
-5%
|
|
|
1368
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$489K
|
-$8.14K
|
-101
|
-2%
|
|
|
1369
|
Bangor Savings Bank
Bangor,
Maine
|
$488K
|
-$32.8K
|
-407
|
-6%
|
|
|
1370
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$487K
|
-$143K
|
-1,777
|
-23%
|
|
|
1371
|
Park Edge Advisors
Cleveland,
Ohio
|
$485K
|
-$166K
|
-2,056
|
-26%
|
|
|
1372
|
WestHill Financial Advisors
San Rafael,
California
|
$484K
|
+$18.9K
|
+234
|
+4%
|
|
|
1373
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$484K
|
-$2.6M
|
-32,313
|
-85%
|
|
|
1374
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$483K
|
-$8.22K
|
-102
|
-2%
|
|
|
1375
|
Colorado Capital Management
Boulder,
Colorado
|
$482K
|
-$1.13K
|
-14
|
-0.2%
|
|
