|
1601
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$424K
|
–
|
–
|
–
|
|
|
1602
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$423K
|
+$30.3K
|
+266
|
+8%
|
|
|
1603
|
S.A. Mason
Holland,
Michigan
|
$422K
|
+$22.8K
|
+200
|
+6%
|
|
|
1604
|
High Probability Advisors
Pittsford,
New York
|
$421K
|
–
|
–
|
–
|
|
|
1605
|
Fermata Advisors
Sonoma,
California
|
$421K
|
-$14.9K
|
-131
|
-3%
|
|
|
1606
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$419K
|
+$51.5K
|
+452
|
+13%
|
|
|
1607
|
Arcus Capital Partners
Atlanta,
Georgia
|
$418K
|
+$4.67K
|
+41
|
+1%
|
|
|
1608
|
Webster Bank
Waterbury,
Connecticut
|
$416K
|
+$71.8K
|
+630
|
+21%
|
|
|
1609
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$416K
|
+$414K
|
+3,632
|
New
|
|
|
1610
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$415K
|
+$73.5K
|
+645
|
+22%
|
|
|
1611
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$413K
|
+$48.9K
|
+429
|
+14%
|
|
|
1612
|
Appleton Partners
Boston,
Massachusetts
|
$411K
|
+$93.1K
|
+817
|
+29%
|
|
|
1613
|
GM Advisory Group
Melville,
New York
|
$410K
|
+$36.1K
|
+317
|
+10%
|
|
|
1614
|
HWG Holdings
Houston,
Texas
|
$409K
|
+$407K
|
+3,570
|
New
|
|
|
1615
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$409K
|
+$408K
|
+3,576
|
New
|
|
|
1616
|
Stiles Financial Services
Edina,
Minnesota
|
$403K
|
+$401K
|
+3,520
|
New
|
|
|
1617
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$402K
|
+$2.28K
|
+20
|
+0.6%
|
|
|
1618
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$401K
|
-$4.1K
|
-36
|
-1%
|
|
|
1619
|
Inspire Advisors
Meridian,
Idaho
|
$399K
|
+$397K
|
+3,481
|
New
|
|
|
1620
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$398K
|
-$196K
|
-1,721
|
-33%
|
|
|
1621
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$397K
|
+$109K
|
+953
|
+38%
|
|
|
1622
|
Angeles Investment Advisors
Santa Monica,
California
|
$396K
|
–
|
–
|
–
|
|
|
1623
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$396K
|
+$8.55K
|
+75
|
+2%
|
|
|
1624
|
Security National Bank
Omaha,
Nebraska
|
$394K
|
-$58.6K
|
-514
|
-13%
|
|
|
1625
|
Glassman Wealth Services
Vienna,
Virginia
|
$394K
|
+$6.72K
|
+59
|
+2%
|
|
