|
1301
|
Somerset Trust
Somerset,
Pennsylvania
|
$590K
|
-$11.5K
|
-104
|
-2%
|
|
|
1302
|
American Money Management
Rancho Santa Fe,
California
|
$590K
|
+$308K
|
+2,795
|
+107%
|
|
|
1303
|
WealthPLAN Partners
Omaha,
Nebraska
|
$588K
|
+$272K
|
+2,467
|
+93%
|
|
|
1304
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$585K
|
+$31.8K
|
+289
|
+6%
|
|
|
1305
|
RWA Wealth Partners
Newton,
Massachusetts
|
$583K
|
-$31.4K
|
-285
|
-5%
|
|
|
1306
|
Wolverine Trading
Chicago,
Illinois
|
$581K
|
+$576K
|
+5,227
|
New
|
|
|
1307
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$579K
|
–
|
–
|
–
|
|
|
1308
|
White Pine Capital
Bloomington,
Minnesota
|
$575K
|
+$14.8K
|
+134
|
+3%
|
|
|
1309
|
Parkside Investments
Deerfield,
Illinois
|
$573K
|
-$52.5K
|
-477
|
-8%
|
|
|
1310
|
Vista Capital Partners
Portland,
Oregon
|
$572K
|
–
|
–
|
–
|
|
|
1311
|
Whalerock Point Partners
Providence,
Rhode Island
|
$572K
|
+$202K
|
+1,831
|
+54%
|
|
|
1312
|
Donor Advised Charitable Giving
San Francisco,
California
|
$571K
|
-$155K
|
-1,407
|
-21%
|
|
|
1313
|
Evoke Wealth
Los Angeles,
California
|
$571K
|
–
|
–
|
–
|
|
|
1314
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$568K
|
-$110K
|
-998
|
-16%
|
|
|
1315
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$562K
|
+$6.39K
|
+58
|
+1%
|
|
|
1316
|
Gibson Capital
Wexford,
Pennsylvania
|
$559K
|
+$10.3K
|
+94
|
+2%
|
|
|
1317
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$557K
|
-$39.4K
|
-358
|
-7%
|
|
|
1318
|
Smart Money Group
Eastland,
Texas
|
$548K
|
+$8.81K
|
+80
|
+2%
|
|
|
1319
|
|
$547K
|
-$12.4K
|
-113
|
-2%
|
|
|
1320
|
ClearBridge Investments
New York
|
$543K
|
+$32.2K
|
+292
|
+6%
|
|
|
1321
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$538K
|
+$63.4K
|
+576
|
+13%
|
|
|
1322
|
Alerus Financial
Grand Forks,
North Dakota
|
$537K
|
-$164K
|
-1,490
|
-23%
|
|
|
1323
|
NBT Bank
Norwich,
New York
|
$536K
|
–
|
–
|
–
|
|
|
1324
|
Prostatis Group
Hanover,
Maryland
|
$535K
|
+$73.3K
|
+666
|
+16%
|
|
|
1325
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$534K
|
+$539K
|
+4,895
|
New
|
|
