|
676
|
Security National Trust
Wheeling,
West Virginia
|
$1.3M
|
–
|
–
|
–
|
|
|
677
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.3M
|
–
|
–
|
–
|
|
|
678
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$1.3M
|
-$39K
|
-740
|
-3%
|
|
|
679
|
Financial Engines Advisors
Santa Clara,
California
|
$1.3M
|
+$23.8K
|
+452
|
+2%
|
|
|
680
|
SouthState Corp
Winter Haven,
Florida
|
$1.29M
|
–
|
–
|
–
|
|
|
681
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.29M
|
-$78.6K
|
-1,492
|
-6%
|
|
|
682
|
Forte Capital
Rochester,
New York
|
$1.29M
|
-$34.8K
|
-660
|
-3%
|
|
|
683
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.28M
|
+$73.8K
|
+1,400
|
+6%
|
|
|
684
|
SEI Investments
Oaks,
Pennsylvania
|
$1.27M
|
-$28M
|
-530,728
|
-96%
|
|
|
685
|
FundX Investment Group
San Francisco,
California
|
$1.27M
|
+$721K
|
+13,680
|
+141%
|
|
|
686
|
Level Four Advisory Services
Dallas,
Texas
|
$1.26M
|
-$87.2K
|
-1,656
|
-7%
|
|
|
687
|
Petix & Botte Financial
La Mesa,
California
|
$1.26M
|
-$1.25M
|
-23,660
|
-50%
|
|
|
688
|
CCG Wealth Management
San Diego,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
689
|
Palladium Partners
Norfolk,
Virginia
|
$1.25M
|
-$1.26K
|
-24
|
-0.1%
|
|
|
690
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.25M
|
–
|
–
|
–
|
|
|
691
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.25M
|
+$10.3K
|
+196
|
+0.9%
|
|
|
692
|
Tocqueville Asset Management
New York
|
$1.24M
|
+$140K
|
+2,656
|
+13%
|
|
|
693
|
Ironwood Financial
Tucson,
Arizona
|
$1.24M
|
+$1.2M
|
+22,784
|
New
|
|
|
694
|
West Paces Advisors
Atlanta,
Georgia
|
$1.23M
|
-$8.01K
|
-152
|
-0.7%
|
|
|
695
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$1.23M
|
+$33.7K
|
+640
|
+3%
|
|
|
696
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.23M
|
-$68.5K
|
-1,300
|
-5%
|
|
|
697
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.22M
|
+$1.19M
|
+22,532
|
New
|
|
|
698
|
Millennium Management
New York
|
$1.22M
|
-$4.59M
|
-87,072
|
-79%
|
|
|
699
|
Financial Insights
Tacoma,
Washington
|
$1.22M
|
-$2.95M
|
-55,904
|
-71%
|
|
|
700
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.22M
|
+$1.18M
|
+22,456
|
New
|
|
