|
1726
|
ESL Trust Services
Rochester,
New York
|
$220K
|
–
|
–
|
–
|
|
|
1727
|
Running Point Capital Advisors
El Segundo,
California
|
$220K
|
–
|
–
|
–
|
|
|
1728
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$219K
|
-$18.1K
|
-102
|
-8%
|
|
|
1729
|
One Wealth Advisors
San Francisco,
California
|
$219K
|
+$223K
|
+1,256
|
New
|
|
|
1730
|
Eastern Bank
Boston,
Massachusetts
|
$219K
|
-$30.6K
|
-172
|
-12%
|
|
|
1731
|
Dearborn Partners
Chicago,
Illinois
|
$219K
|
+$223K
|
+1,254
|
New
|
|
|
1732
|
Knightsbridge Asset Management
Newport Beach,
California
|
$218K
|
+$1.78K
|
+10
|
+0.8%
|
|
|
1733
|
Kaizen Financial Strategies
Campbell,
California
|
$217K
|
-$252K
|
-1,419
|
-55%
|
|
|
1734
|
Stockman Wealth Management
Billings,
Montana
|
$217K
|
+$4.27K
|
+24
|
+2%
|
|
|
1735
|
Coastwise Capital Group
La Jolla,
California
|
$217K
|
+$221K
|
+1,243
|
New
|
|
|
1736
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$217K
|
–
|
–
|
–
|
|
|
1737
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$216K
|
+$220K
|
+1,239
|
New
|
|
|
1738
|
Bath Savings Trust
Bath,
Maine
|
$216K
|
+$220K
|
+1,237
|
New
|
|
|
1739
|
Klingenstein Fields & Co
New York
|
$215K
|
-$53K
|
-298
|
-19%
|
|
|
1740
|
Crown Wealth Group
Charlotte,
North Carolina
|
$215K
|
+$220K
|
+1,235
|
New
|
|
|
1741
|
Laurel Wealth Planning
Edina,
Minnesota
|
$215K
|
–
|
–
|
–
|
|
|
1742
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$215K
|
+$205K
|
+1,150
|
New
|
|
|
1743
|
Berger Financial Group
Plymouth,
Minnesota
|
$215K
|
+$219K
|
+1,231
|
New
|
|
|
1744
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$214K
|
-$612K
|
-3,442
|
-74%
|
|
|
1745
|
Van Strum & Towne
San Francisco,
California
|
$214K
|
+$218K
|
+1,225
|
New
|
|
|
1746
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$213K
|
–
|
–
|
–
|
|
|
1747
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$213K
|
–
|
–
|
–
|
|
|
1748
|
Simplicity Wealth
Summit,
New Jersey
|
$213K
|
+$217K
|
+1,220
|
New
|
|
|
1749
|
Journey Advisory Group
Covington,
Kentucky
|
$213K
|
-$235K
|
-1,319
|
-52%
|
|
|
1750
|
Iowa State Bank
Urbandale,
Iowa
|
$212K
|
-$73.6K
|
-414
|
-25%
|
|
