|
1801
|
Arrow Financial
Glens Falls,
New York
|
$972K
|
–
|
–
|
–
|
|
|
1802
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$970K
|
–
|
–
|
–
|
|
|
1803
|
Calton & Associates
Tampa,
Florida
|
$969K
|
+$37.8K
|
+37
|
+5%
|
|
|
1804
|
Union Savings Bank
Litchfield,
Connecticut
|
$969K
|
-$29.6K
|
-29
|
-3%
|
|
|
1805
|
Signet Private Wealth
Chicago,
Illinois
|
$967K
|
+$387K
|
+379
|
+85%
|
|
|
1806
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$965K
|
+$45.9K
|
+45
|
+6%
|
|
|
1807
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$965K
|
+$20.4K
|
+20
|
+2%
|
|
|
1808
|
Portland Global Advisors
Portland,
Maine
|
$963K
|
–
|
–
|
–
|
|
|
1809
|
Kaufman Rossin Wealth
Miami,
Florida
|
$963K
|
-$377K
|
-369
|
-29%
|
|
|
1810
|
RMR Wealth Builders
Montclair,
New Jersey
|
$962K
|
+$94.9K
|
+93
|
+13%
|
|
|
1811
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$961K
|
-$604K
|
-592
|
-42%
|
|
|
1812
|
Miramontes Capital
Newport,
California
|
$960K
|
+$40.8K
|
+40
|
+5%
|
|
|
1813
|
Goldstein Advisors
Madison,
Wisconsin
|
$960K
|
+$305K
|
+299
|
+58%
|
|
|
1814
|
Simon Quick Advisors
Morristown,
New Jersey
|
$959K
|
+$18.4K
|
+18
|
+2%
|
|
|
1815
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$959K
|
+$60.2K
|
+59
|
+8%
|
|
|
1816
|
Cromwell Holdings
Jackson,
Wyoming
|
$957K
|
–
|
–
|
–
|
|
|
1817
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$956K
|
–
|
–
|
–
|
|
|
1818
|
S.A. Mason
Holland,
Michigan
|
$955K
|
+$70.4K
|
+69
|
+9%
|
|
|
1819
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$952K
|
-$1.51M
|
-1,483
|
-65%
|
|
|
1820
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$950K
|
-$306K
|
-300
|
-27%
|
|
|
1821
|
Fort Point Capital Partners
San Francisco,
California
|
$950K
|
+$137K
|
+134
|
+20%
|
|
|
1822
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$948K
|
–
|
–
|
–
|
|
|
1823
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$948K
|
–
|
–
|
–
|
|
|
1824
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$948K
|
-$2.04K
|
-2
|
-0.2%
|
|
|
1825
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$947K
|
+$6.12K
|
+6
|
+0.8%
|
|
