|
1251
|
Alteri Wealth
Westlake Village,
California
|
$571K
|
-$167K
|
-490
|
-22%
|
|
|
1252
|
EntryPoint Capital
New York
|
$570K
|
–
|
–
|
–
|
|
|
1253
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$566K
|
+$65.5K
|
+192
|
+13%
|
|
|
1254
|
PharVision Advisers
Boca Raton,
Florida
|
$566K
|
+$573K
|
+1,680
|
New
|
|
|
1255
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$565K
|
–
|
–
|
–
|
|
|
1256
|
Alchemi Wealth
Essex,
Connecticut
|
$564K
|
+$571K
|
+1,675
|
New
|
|
|
1257
|
Lighthouse Financial Services
Brea,
California
|
$560K
|
+$567K
|
+1,664
|
New
|
|
|
1258
|
London Company of Virginia
Richmond,
Virginia
|
$558K
|
-$70.9K
|
-208
|
-11%
|
|
|
1259
|
Equitable Trust
Nashville,
Tennessee
|
$557K
|
-$341
|
-1
|
-0.1%
|
|
|
1260
|
SCS Capital Management
Boston,
Massachusetts
|
$554K
|
+$30.4K
|
+89
|
+6%
|
|
|
1261
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$553K
|
+$560K
|
+1,643
|
New
|
|
|
1262
|
Tiemann Investment Advisors
Menlo Park,
California
|
$552K
|
-$5.12K
|
-15
|
-0.9%
|
|
|
1263
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$550K
|
+$62.4K
|
+183
|
+13%
|
|
|
1264
|
Tradewinds LLC
Raleigh,
North Carolina
|
$548K
|
-$89.7K
|
-263
|
-14%
|
|
|
1265
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$547K
|
-$9.89K
|
-29
|
-2%
|
|
|
1266
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$547K
|
+$133K
|
+390
|
+32%
|
|
|
1267
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$544K
|
-$8.53K
|
-25
|
-2%
|
|
|
1268
|
Potentia Wealth
San Jose,
California
|
$541K
|
–
|
–
|
–
|
|
|
1269
|
Abacus Planning Group
Columbia,
South Carolina
|
$541K
|
+$35.5K
|
+104
|
+7%
|
|
|
1270
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$541K
|
+$290K
|
+851
|
+112%
|
|
|
1271
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$541K
|
+$29K
|
+85
|
+6%
|
|
|
1272
|
Summit Asset Management
Memphis,
Tennessee
|
$541K
|
–
|
–
|
–
|
|
|
1273
|
NWAM LLC
Mercer Island,
Washington
|
$539K
|
-$6.82K
|
-20
|
-1%
|
|
|
1274
|
BankChampaign National Association
Champaign,
Illinois
|
$536K
|
+$543K
|
+1,593
|
New
|
|
|
1275
|
DZ Bank
Frankfurt Am Main,
Germany
|
$536K
|
+$140K
|
+411
|
+35%
|
|
