|
1701
|
BankPlus Trust Department
Jackson,
Mississippi
|
$35K
|
+$20.8K
|
+323
|
+139%
|
|
|
1702
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$33.6K
|
–
|
–
|
–
|
|
|
1703
|
D.J. St. Germain
Springfield,
Massachusetts
|
$33.4K
|
+$34.1K
|
+531
|
New
|
|
|
1704
|
Avion Wealth
The Woodlands,
Texas
|
$33K
|
+$2.7K
|
+42
|
+8%
|
|
|
1705
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$33K
|
+$14.3K
|
+222
|
+74%
|
|
|
1706
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$32.4K
|
+$450
|
+7
|
+1%
|
|
|
1707
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$32.3K
|
-$4.95K
|
-77
|
-13%
|
|
|
1708
|
Bell Investment Advisors
Oakland,
California
|
$32.1K
|
-$386
|
-6
|
-1%
|
|
|
1709
|
Persistent Asset Partners
Hong Kong
|
$31.8K
|
+$32.5K
|
+506
|
New
|
|
|
1710
|
Kemnay Advisory Services
New York
|
$31.8K
|
-$4.56K
|
-71
|
-12%
|
|
|
1711
|
Lodestone Wealth Management
Spokane,
Washington
|
$31.7K
|
–
|
–
|
–
|
|
|
1712
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$31.4K
|
–
|
–
|
–
|
|
|
1713
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$31.4K
|
–
|
–
|
–
|
|
|
1714
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$30.3K
|
-$771
|
-12
|
-2%
|
|
|
1715
|
Sittner & Nelson
Eugene,
Oregon
|
$30.1K
|
+$5.08K
|
+79
|
+20%
|
|
|
1716
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$30K
|
+$2.44K
|
+38
|
+9%
|
|
|
1717
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$29.9K
|
-$39.2K
|
-610
|
-56%
|
|
|
1718
|
YANKCOM Partnership
Yankton,
South Dakota
|
$29.8K
|
–
|
–
|
–
|
|
|
1719
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$28.6K
|
+$11.4K
|
+178
|
+64%
|
|
|
1720
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$28.5K
|
+$64
|
+1
|
+0.2%
|
|
|
1721
|
NBH Bank
Greenwood Village,
Colorado
|
$27.8K
|
+$28.4K
|
+442
|
New
|
|
|
1722
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$27.5K
|
–
|
–
|
–
|
|
|
1723
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$27K
|
-$594K
|
-9,246
|
-96%
|
|
|
1724
|
Strive Financial Group
Carmel,
Indiana
|
$26.4K
|
–
|
–
|
–
|
|
|
1725
|
Highline Wealth Partners
Sherman Oaks,
California
|
$26.3K
|
+$13.9K
|
+217
|
+107%
|
|
