|
1601
|
Oakwell Private Wealth Management
Austin,
Texas
|
$720K
|
–
|
–
|
–
|
|
|
1602
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$718K
|
+$752K
|
+11,730
|
New
|
|
|
1603
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$718K
|
+$337K
|
+5,258
|
+84%
|
|
|
1604
|
Advisor Resource Council
Dallas,
Texas
|
$717K
|
+$738K
|
+11,507
|
New
|
|
|
1605
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$716K
|
-$45.9K
|
-715
|
-6%
|
|
|
1606
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$716K
|
-$31.5K
|
-491
|
-4%
|
|
|
1607
|
ClearBridge Investments
New York
|
$715K
|
–
|
–
|
–
|
|
|
1608
|
Summit Asset Management
Memphis,
Tennessee
|
$713K
|
-$13.9K
|
-217
|
-2%
|
|
|
1609
|
Fusion Family Wealth
Woodbury,
New York
|
$712K
|
+$5.13K
|
+80
|
+0.7%
|
|
|
1610
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$711K
|
-$192
|
-3
|
-0%
|
|
|
1611
|
Slow Capital
Greenbrae,
California
|
$710K
|
–
|
–
|
–
|
|
|
1612
|
Innealta Capital
Austin,
Texas
|
$710K
|
+$298K
|
+4,650
|
+69%
|
|
|
1613
|
KFG Wealth Management
Granger,
Indiana
|
$708K
|
-$17.7K
|
-276
|
-2%
|
|
|
1614
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$708K
|
-$97K
|
-1,512
|
-12%
|
|
|
1615
|
Truepoint Inc
Cincinnati,
Ohio
|
$706K
|
-$97.8K
|
-1,525
|
-12%
|
|
|
1616
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$706K
|
-$23K
|
-359
|
-3%
|
|
|
1617
|
KWMG LLC
Overland Park,
Kansas
|
$705K
|
-$321
|
-5
|
-0%
|
|
|
1618
|
Shufro Rose & Co
New York
|
$704K
|
+$189K
|
+2,951
|
+35%
|
|
|
1619
|
Prostatis Group
Hanover,
Maryland
|
$703K
|
-$3.01K
|
-47
|
-0.4%
|
|
|
1620
|
Davidson Trust Company
Seattle,
Washington
|
$702K
|
-$7.63K
|
-119
|
-1%
|
|
|
1621
|
Waterloo Capital
Austin,
Texas
|
$701K
|
-$543K
|
-8,473
|
-43%
|
|
|
1622
|
Trexquant Investment
Stamford,
Connecticut
|
$701K
|
-$166K
|
-2,594
|
-19%
|
|
|
1623
|
Key Financial Inc
West Chester,
Pennsylvania
|
$698K
|
+$10.3K
|
+160
|
+1%
|
|
|
1624
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$698K
|
+$19.6K
|
+306
|
+3%
|
|
|
1625
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$694K
|
+$13.8K
|
+215
|
+2%
|
|
