|
1026
|
Farmers Trust Company
Youngstown,
Ohio
|
$534K
|
-$42.1K
|
-680
|
-7%
|
|
|
1027
|
Clarity Financial
Houston,
Texas
|
$531K
|
+$75.2K
|
+1,213
|
+17%
|
|
|
1028
|
SCS Capital Management
Boston,
Massachusetts
|
$531K
|
+$51.7K
|
+834
|
+11%
|
|
|
1029
|
First Nebraska Trust
Lincoln,
Nebraska
|
$530K
|
–
|
–
|
–
|
|
|
1030
|
TCFG Wealth Management
Laguna Niguel,
California
|
$529K
|
+$525K
|
+8,479
|
New
|
|
|
1031
|
|
$528K
|
-$18.6K
|
-300
|
-3%
|
|
|
1032
|
Capital Planning Advisors
Roseville,
California
|
$528K
|
–
|
–
|
–
|
|
|
1033
|
Astoria Portfolio Advisors
New York
|
$521K
|
+$152K
|
+2,460
|
+43%
|
|
|
1034
|
Ingalls & Snyder LLC
New York
|
$519K
|
-$4.09K
|
-66
|
-0.8%
|
|
|
1035
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$519K
|
–
|
–
|
–
|
|
|
1036
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$516K
|
–
|
–
|
–
|
|
|
1037
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$509K
|
-$21.7K
|
-350
|
-4%
|
|
|
1038
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$509K
|
–
|
–
|
–
|
|
|
1039
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$508K
|
-$2.54K
|
-41
|
-0.5%
|
|
|
1040
|
Coldstream Capital Management
Bellevue,
Washington
|
$506K
|
-$131K
|
-2,107
|
-21%
|
|
|
1041
|
Woodward Diversified Capital
Bakersfield,
California
|
$506K
|
-$62.6K
|
-1,010
|
-11%
|
|
|
1042
|
Private Client Services
Louisville,
Kentucky
|
$505K
|
-$22.9K
|
-369
|
-4%
|
|
|
1043
|
WBH Advisory
Baltimore,
Maryland
|
$502K
|
-$434
|
-7
|
-0.1%
|
|
|
1044
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$502K
|
+$499K
|
+8,052
|
New
|
|
|
1045
|
Disciplined Investors
Waco,
Texas
|
$501K
|
+$4.96K
|
+80
|
+1%
|
|
|
1046
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$501K
|
-$269K
|
-4,345
|
-35%
|
|
|
1047
|
Great Diamond Partners
Portland,
Maine
|
$497K
|
-$16.5K
|
-267
|
-3%
|
|
|
1048
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$493K
|
-$124K
|
-2,002
|
-20%
|
|
|
1049
|
SVB Wealth
Boston,
Massachusetts
|
$493K
|
+$490K
|
+7,902
|
New
|
|
|
1050
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$492K
|
+$76.5K
|
+1,234
|
+19%
|
|
