|
526
|
Capital Bank & Trust
Irvine,
California
|
$44K
|
–
|
–
|
–
|
|
|
527
|
|
$44K
|
–
|
–
|
–
|
|
|
528
|
SYM Financial Corp
Winona Lake,
Indiana
|
$44K
|
–
|
–
|
–
|
|
|
529
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$44K
|
+$548
|
+6
|
+1%
|
|
|
530
|
Eudaimonia Partners
Winchester,
Tennessee
|
$44K
|
+$42K
|
+460
|
New
|
|
|
531
|
Retirement Group
San Diego,
California
|
$44K
|
+$42.3K
|
+463
|
New
|
|
|
532
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
533
|
TrueWealth LLC
Atlanta,
Georgia
|
$41K
|
–
|
–
|
–
|
|
|
534
|
Samalin Investment Counsel
Chappaqua,
New York
|
$41K
|
+$39.9K
|
+437
|
New
|
|
|
535
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$39.8K
|
–
|
–
|
–
|
|
|
536
|
Litman Gregory Wealth Management
Larkspur,
California
|
$39K
|
–
|
–
|
–
|
|
|
537
|
Norway Savings Bank
Portland,
Maine
|
$38K
|
–
|
–
|
–
|
|
|
538
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
539
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$36K
|
+$11.1K
|
+121
|
+46%
|
|
|
540
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$35K
|
–
|
–
|
–
|
|
|
541
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$33K
|
–
|
–
|
–
|
|
|
542
|
Procyon Advisors
Shelton,
Connecticut
|
$33K
|
+$32.2K
|
+353
|
New
|
|
|
543
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$33K
|
+$32.4K
|
+355
|
New
|
|
|
544
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$32K
|
+$2.01K
|
+22
|
+7%
|
|
|
545
|
American National Bank & Trust
Wichita Falls,
Texas
|
$31K
|
–
|
–
|
–
|
|
|
546
|
Biltmore Family Office
Charlotte,
North Carolina
|
$31K
|
+$1.1K
|
+12
|
+4%
|
|
|
547
|
AssetMark Inc
Concord,
California
|
$31K
|
+$29.5K
|
+323
|
+8,075%
|
|
|
548
|
Covington Capital Management
Los Angeles,
California
|
$30K
|
–
|
–
|
–
|
|
|
549
|
Security National Trust
Wheeling,
West Virginia
|
$30K
|
–
|
–
|
–
|
|
|
550
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
