|
1026
|
BankPlus Trust Department
Jackson,
Mississippi
|
$31.7K
|
–
|
–
|
–
|
|
|
1027
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$31.3K
|
-$189
|
-2
|
-0.6%
|
|
|
1028
|
WhitTier Trust Company
Reno,
Nevada
|
$30.8K
|
+$15.6K
|
+165
|
+101%
|
|
|
1029
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$30.7K
|
+$30.8K
|
+325
|
New
|
|
|
1030
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$30.1K
|
–
|
–
|
–
|
|
|
1031
|
Strive Financial Group
Carmel,
Indiana
|
$29.2K
|
+$24.2K
|
+256
|
+483%
|
|
|
1032
|
Compass Financial Management
Tampa,
Florida
|
$28.8K
|
+$28.9K
|
+305
|
New
|
|
|
1033
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$28.6K
|
+$27K
|
+285
|
New
|
|
|
1034
|
Asset Dedication LLC
San Francisco,
California
|
$28.1K
|
-$24.4K
|
-258
|
-46%
|
|
|
1035
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$27.9K
|
-$2.84K
|
-30
|
-9%
|
|
|
1036
|
Aspect Partners
Fairfax,
Virginia
|
$27.5K
|
+$27.5K
|
+291
|
New
|
|
|
1037
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$26.1K
|
-$2.08K
|
-22
|
-7%
|
|
|
1038
|
Pioneer Family Office
North Miami Beach,
Florida
|
$25.5K
|
+$25.6K
|
+270
|
New
|
|
|
1039
|
Golden State Equity Partners
South Coast Metro,
California
|
$25.1K
|
-$945K
|
-9,982
|
-97%
|
|
|
1040
|
Coastline Trust
Providence,
Rhode Island
|
$25.1K
|
–
|
–
|
–
|
|
|
1041
|
Advisornet Financial
Minnetonka,
Minnesota
|
$25K
|
-$18.5K
|
-195
|
-42%
|
|
|
1042
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
1043
|
Rothschild Investment LLC
Chicago,
Illinois
|
$24.9K
|
-$8.14K
|
-86
|
-25%
|
|
|
1044
|
Robinswood Financial
Kirkland,
Washington
|
$24.1K
|
–
|
–
|
–
|
|
|
1045
|
Mosley Wealth Management
Anaheim,
California
|
$24K
|
-$74.6K
|
-788
|
-76%
|
|
|
1046
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$24K
|
+$24K
|
+254
|
New
|
|
|
1047
|
Brown Brothers Harriman & Co
New York
|
$23.7K
|
-$12.4K
|
-131
|
-34%
|
|
|
1048
|
Angeles Wealth Management
Santa Monica,
California
|
$23.3K
|
+$4.73K
|
+50
|
+26%
|
|
|
1049
|
Cardiff Park Advisors
Carlsbad,
California
|
$22.9K
|
–
|
–
|
–
|
|
|
1050
|
Elevated Capital Advisors
Sandy,
Utah
|
$22.2K
|
-$1.04K
|
-11
|
-4%
|
|
