|
1526
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$324K
|
+$319K
|
+5,725
|
New
|
|
|
1527
|
Capital City Trust
Tallahassee,
Florida
|
$323K
|
–
|
–
|
–
|
|
|
1528
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$323K
|
+$16.4K
|
+295
|
+5%
|
|
|
1529
|
SkyOak Wealth
Southfield,
Michigan
|
$322K
|
-$1.11K
|
-20
|
-0.4%
|
|
|
1530
|
Perennial Investment Advisors
Los Angeles,
California
|
$321K
|
-$55.4K
|
-995
|
-15%
|
|
|
1531
|
Princeton Capital Management
Red Bank,
New Jersey
|
$321K
|
–
|
–
|
–
|
|
|
1532
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$320K
|
–
|
–
|
–
|
|
|
1533
|
SlateStone Wealth
Jupiter,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
1534
|
|
$320K
|
+$314K
|
+5,645
|
New
|
|
|
1535
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$319K
|
–
|
–
|
–
|
|
|
1536
|
Donaldson Capital Management
Evansville,
Indiana
|
$319K
|
+$13.9K
|
+250
|
+5%
|
|
|
1537
|
Capital Planning Advisors
Roseville,
California
|
$317K
|
+$9.46K
|
+170
|
+3%
|
|
|
1538
|
Shufro Rose & Co
New York
|
$317K
|
+$312K
|
+5,600
|
New
|
|
|
1539
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$314K
|
–
|
–
|
–
|
|
|
1540
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$314K
|
+$1.67K
|
+30
|
+0.5%
|
|
|
1541
|
Planning Directions
Glen Mills,
Pennsylvania
|
$314K
|
+$18.6K
|
+335
|
+6%
|
|
|
1542
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$313K
|
+$10.9K
|
+195
|
+4%
|
|
|
1543
|
American National Bank & Trust
Wichita Falls,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
1544
|
Boston Trust Walden
Boston,
Massachusetts
|
$311K
|
+$306K
|
+5,490
|
New
|
|
|
1545
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$311K
|
+$306K
|
+5,495
|
New
|
|
|
1546
|
Madison Wealth Management
Cincinnati,
Ohio
|
$310K
|
-$15.3K
|
-275
|
-5%
|
|
|
1547
|
Financial Perspectives
Minneapolis,
Minnesota
|
$310K
|
+$278
|
+5
|
+0.1%
|
|
|
1548
|
North Star Asset Management
Neenah,
Wisconsin
|
$309K
|
+$55.7K
|
+1,000
|
+22%
|
|
|
1549
|
Schnieders Capital Management
Pasadena,
California
|
$307K
|
–
|
–
|
–
|
|
|
1550
|
Blue Barn Wealth
Orem,
Utah
|
$307K
|
+$2.23K
|
+40
|
+0.7%
|
|
