|
526
|
CX Institutional
Auburn,
Indiana
|
$10.2M
|
+$400K
|
+1,463
|
+4%
|
|
|
527
|
Regal Wealth Group
Seal Beach,
California
|
$10.2M
|
+$776K
|
+2,837
|
+9%
|
|
|
528
|
Proficio Capital Partners
Newton,
Massachusetts
|
$10.2M
|
-$2.14M
|
-7,836
|
-18%
|
|
|
529
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$10.1M
|
-$143K
|
-524
|
-1%
|
|
|
530
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$10.1M
|
+$272K
|
+993
|
+3%
|
|
|
531
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10.1M
|
-$250K
|
-913
|
-3%
|
|
|
532
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$9.93M
|
-$6.29K
|
-23
|
-0.1%
|
|
|
533
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$9.75M
|
+$877K
|
+3,209
|
+10%
|
|
|
534
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$9.57M
|
-$113K
|
-414
|
-1%
|
|
|
535
|
TrueWealth LLC
Atlanta,
Georgia
|
$9.54M
|
+$1.52M
|
+5,541
|
+20%
|
|
|
536
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$9.44M
|
+$116K
|
+424
|
+1%
|
|
|
537
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$9.38M
|
+$569K
|
+2,081
|
+7%
|
|
|
538
|
Kessler Investment Group
Columbus,
Indiana
|
$9.31M
|
-$189K
|
-690
|
-2%
|
|
|
539
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$9.28M
|
+$3.01K
|
+11
|
+0%
|
|
|
540
|
The Family Firm
Bethesda,
Maryland
|
$9.16M
|
-$435K
|
-1,590
|
-5%
|
|
|
541
|
Diversified Trust
Memphis,
Tennessee
|
$9.16M
|
+$25.7K
|
+94
|
+0.3%
|
|
|
542
|
Raymond James Trust
St. Petersburg,
Florida
|
$9.15M
|
+$40.5K
|
+148
|
+0.5%
|
|
|
543
|
Gould Asset Management
Claremont,
California
|
$9.15M
|
+$200K
|
+730
|
+2%
|
|
|
544
|
Country Trust Bank
Bloomington,
Illinois
|
$9.07M
|
-$3.68M
|
-13,464
|
-30%
|
|
|
545
|
First Command Bank
Fort Worth,
Texas
|
$9.06M
|
-$66.4K
|
-243
|
-0.8%
|
|
|
546
|
First Command Financial Services
Fort Worth,
Texas
|
$9.06M
|
-$66.4K
|
-243
|
-0.8%
|
|
|
547
|
Calamos Advisors
Naperville,
Illinois
|
$9M
|
-$2.05M
|
-7,489
|
-19%
|
|
|
548
|
|
$9M
|
+$49.5K
|
+181
|
+0.6%
|
|
|
549
|
Aveo Capital Partners
Englewood,
Colorado
|
$8.98M
|
+$573K
|
+2,095
|
+7%
|
|
|
550
|
Israel Discount Bank of New York
New York
|
$8.95M
|
+$708K
|
+2,590
|
+9%
|
|
