|
276
|
Custom Index Systems
New York
|
$897K
|
-$880K
|
-24,914
|
-50%
|
|
|
277
|
Kestra Advisory Services
Austin,
Texas
|
$887K
|
+$29.4K
|
+832
|
+4%
|
|
|
278
|
First County Bank
Stamford,
Connecticut
|
$877K
|
+$857K
|
+24,277
|
New
|
|
|
279
|
Financial Perspectives
Minneapolis,
Minnesota
|
$876K
|
–
|
–
|
–
|
|
|
280
|
Northern Trust
Chicago,
Illinois
|
$873K
|
-$1.97M
|
-55,847
|
-70%
|
|
|
281
|
SouthState Corp
Winter Haven,
Florida
|
$863K
|
+$843K
|
+23,873
|
New
|
|
|
282
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$854K
|
+$9.78K
|
+277
|
+1%
|
|
|
283
|
Coldstream Capital Management
Bellevue,
Washington
|
$839K
|
+$24.7K
|
+699
|
+3%
|
|
|
284
|
Keystone Wealth Services
Palm Desert,
California
|
$836K
|
-$13.1K
|
-371
|
-2%
|
|
|
285
|
Stone Summit Wealth
Miami,
Florida
|
$828K
|
-$4.87K
|
-138
|
-0.6%
|
|
|
286
|
Warner Financial
Bethesda,
Maryland
|
$806K
|
-$80.9K
|
-2,291
|
-9%
|
|
|
287
|
Kaizen Financial Strategies
Campbell,
California
|
$804K
|
-$3.38M
|
-95,810
|
-81%
|
|
|
288
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$799K
|
-$636K
|
-18,000
|
-45%
|
|
|
289
|
Asset Dedication LLC
San Francisco,
California
|
$790K
|
–
|
–
|
–
|
|
|
290
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$775K
|
+$40.8K
|
+1,156
|
+6%
|
|
|
291
|
Kingswood Wealth Advisors
San Diego,
California
|
$763K
|
+$78.1K
|
+2,213
|
+12%
|
|
|
292
|
Comerica Bank
Dallas,
Texas
|
$752K
|
+$58.5K
|
+1,658
|
+9%
|
|
|
293
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$747K
|
-$27.3K
|
-774
|
-4%
|
|
|
294
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$744K
|
+$89.3K
|
+2,530
|
+14%
|
|
|
295
|
L.J. Altfest & Co
New York
|
$743K
|
+$27.9K
|
+789
|
+4%
|
|
|
296
|
Savvy Advisors Inc
New York
|
$741K
|
+$14.5K
|
+411
|
+2%
|
|
|
297
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$714K
|
+$658K
|
+18,644
|
+1,674%
|
|
|
298
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$712K
|
-$6K
|
-170
|
-0.9%
|
|
|
299
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$710K
|
+$918
|
+26
|
+0.1%
|
|
|
300
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$709K
|
+$303K
|
+8,571
|
+54%
|
|
