|
1001
|
Capital Bank & Trust
Irvine,
California
|
$916K
|
-$50.7K
|
-1,015
|
-5%
|
|
|
1002
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$915K
|
-$35.5K
|
-710
|
-4%
|
|
|
1003
|
Trust Company of Toledo
Holland,
Ohio
|
$915K
|
-$17K
|
-340
|
-2%
|
|
|
1004
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$914K
|
-$25K
|
-500
|
-3%
|
|
|
1005
|
Tranquility Partners
Brentwood,
Tennessee
|
$912K
|
+$10.5K
|
+210
|
+1%
|
|
|
1006
|
LexAurum Advisors
Overland Park,
Kansas
|
$910K
|
+$87.9K
|
+1,760
|
+11%
|
|
|
1007
|
BBVA USA Bancshares
Houston,
Texas
|
$904K
|
-$104K
|
-2,075
|
-11%
|
|
|
1008
|
Oxford Financial Group
Carmel,
Indiana
|
$898K
|
+$38.5K
|
+770
|
+5%
|
|
|
1009
|
First National Corp
Rockland,
Massachusetts
|
$890K
|
-$135K
|
-2,695
|
-14%
|
|
|
1010
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$888K
|
+$46.2K
|
+925
|
+6%
|
|
|
1011
|
Legal & General Group
London,
United Kingdom
|
$885K
|
+$599K
|
+12,000
|
+240%
|
|
|
1012
|
TFG Advisers
Auburn Hills,
Michigan
|
$884K
|
-$24.5K
|
-490
|
-3%
|
|
|
1013
|
Sabal Trust
St. Petersburg,
Florida
|
$881K
|
+$402K
|
+8,050
|
+91%
|
|
|
1014
|
Vista Capital Partners
Portland,
Oregon
|
$878K
|
–
|
–
|
–
|
|
|
1015
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$878K
|
+$817K
|
+16,360
|
New
|
|
|
1016
|
Stockman Wealth Management
Billings,
Montana
|
$877K
|
-$49.9K
|
-1,000
|
-6%
|
|
|
1017
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$877K
|
-$14.5K
|
-290
|
-2%
|
|
|
1018
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$877K
|
+$7.74K
|
+155
|
+0.9%
|
|
|
1019
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$877K
|
+$154K
|
+3,090
|
+22%
|
|
|
1020
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$876K
|
+$274K
|
+5,490
|
+48%
|
|
|
1021
|
Latitude Advisors
Vero Beach,
Florida
|
$874K
|
-$1.75K
|
-35
|
-0.2%
|
|
|
1022
|
Abbrea Capital
Greenbrae,
California
|
$872K
|
-$9.99K
|
-200
|
-1%
|
|
|
1023
|
Nikulski Financial
Bettendorf,
Iowa
|
$872K
|
+$61.2K
|
+1,225
|
+8%
|
|
|
1024
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$871K
|
-$150K
|
-3,005
|
-15%
|
|
|
1025
|
Mission Wealth Management
Santa Barbara,
California
|
$867K
|
-$35.7K
|
-715
|
-4%
|
|
