|
2476
|
Alpha Family Trust
Los Angeles,
California
|
$934K
|
–
|
–
|
–
|
|
|
2477
|
|
$934K
|
+$134K
|
+365
|
+16%
|
|
|
2478
|
Keystone Wealth Services
Palm Desert,
California
|
$933K
|
+$10.3K
|
+28
|
+1%
|
|
|
2479
|
Circle Wealth Management
Summit,
New Jersey
|
$933K
|
+$28.9K
|
+79
|
+3%
|
|
|
2480
|
Heritage Family Offices
Scottsdale,
Arizona
|
$931K
|
+$45.4K
|
+124
|
+5%
|
|
|
2481
|
Oxford Financial Group
Carmel,
Indiana
|
$930K
|
-$38.8K
|
-106
|
-4%
|
|
|
2482
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$930K
|
+$5.49K
|
+15
|
+0.6%
|
|
|
2483
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$929K
|
-$35.5K
|
-97
|
-3%
|
|
|
2484
|
Drake & Associates
Waukesha,
Wisconsin
|
$928K
|
+$14.3K
|
+39
|
+1%
|
|
|
2485
|
Northbridge Financial Group
Tampa,
Florida
|
$927K
|
+$987K
|
+2,694
|
New
|
|
|
2486
|
JSF Financial
Los Angeles,
California
|
$927K
|
-$239K
|
-652
|
-19%
|
|
|
2487
|
Exchange Bank
Santa Rosa,
California
|
$925K
|
-$93K
|
-254
|
-9%
|
|
|
2488
|
Vision Retirement
Ridgewood,
New Jersey
|
$923K
|
+$982K
|
+2,682
|
New
|
|
|
2489
|
one8zero8 LLC
Greensboro,
North Carolina
|
$922K
|
-$7.32K
|
-20
|
-0.7%
|
|
|
2490
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$920K
|
+$3.3K
|
+9
|
+0.3%
|
|
|
2491
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$920K
|
+$13.6K
|
+37
|
+1%
|
|
|
2492
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$919K
|
+$6.23K
|
+17
|
+0.6%
|
|
|
2493
|
Virtue Capital Management
Brentwood,
Tennessee
|
$918K
|
-$4.78M
|
-13,064
|
-83%
|
|
|
2494
|
Tiemann Investment Advisors
Menlo Park,
California
|
$916K
|
-$38.5K
|
-105
|
-4%
|
|
|
2495
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$915K
|
+$285K
|
+777
|
+41%
|
|
|
2496
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$914K
|
–
|
–
|
–
|
|
|
2497
|
Hilltop National Bank
Casper,
Wyoming
|
$914K
|
-$1.83K
|
-5
|
-0.2%
|
|
|
2498
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$914K
|
+$18.7K
|
+51
|
+2%
|
|
|
2499
|
Burford Brothers
Dallas,
Texas
|
$913K
|
–
|
–
|
–
|
|
|
2500
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$911K
|
-$6.96K
|
-19
|
-0.7%
|
|
