|
1401
|
Umpqua Bank
Lake Oswego,
Oregon
|
$830K
|
-$6.22K
|
-13
|
-0.8%
|
|
|
1402
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$830K
|
–
|
–
|
–
|
|
|
1403
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$829K
|
+$820K
|
+1,713
|
New
|
|
|
1404
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$823K
|
-$541K
|
-1,130
|
-45%
|
|
|
1405
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$823K
|
-$435K
|
-910
|
-35%
|
|
|
1406
|
Waddell & Associates
Memphis,
Tennessee
|
$823K
|
+$492K
|
+1,028
|
+153%
|
|
|
1407
|
Asset Planning Inc
Cypress,
California
|
$820K
|
+$479
|
+1
|
+0.1%
|
|
|
1408
|
Hilltop National Bank
Casper,
Wyoming
|
$817K
|
-$319K
|
-667
|
-28%
|
|
|
1409
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$816K
|
-$957
|
-2
|
-0.1%
|
|
|
1410
|
Solidarity Wealth
Lehi,
Utah
|
$815K
|
–
|
–
|
–
|
|
|
1411
|
Palumbo Wealth Management
Great Neck,
New York
|
$815K
|
-$536K
|
-1,121
|
-41%
|
|
|
1412
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$815K
|
-$467K
|
-975
|
-37%
|
|
|
1413
|
Advisor OS
Chicago,
Illinois
|
$814K
|
+$235K
|
+492
|
+41%
|
|
|
1414
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$812K
|
+$4.79K
|
+10
|
+0.6%
|
|
|
1415
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$812K
|
+$479
|
+1
|
+0.1%
|
|
|
1416
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$812K
|
–
|
–
|
–
|
|
|
1417
|
Key Financial Inc
West Chester,
Pennsylvania
|
$810K
|
+$5.74K
|
+12
|
+0.7%
|
|
|
1418
|
Boothbay Fund Management
New York
|
$810K
|
+$300K
|
+626
|
+60%
|
|
|
1419
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$809K
|
-$957
|
-2
|
-0.1%
|
|
|
1420
|
Asset Advisory Group
Kinnelon,
New Jersey
|
$806K
|
+$797K
|
+1,666
|
New
|
|
|
1421
|
Integris Wealth Management
Monterey,
California
|
$806K
|
+$3.35K
|
+7
|
+0.4%
|
|
|
1422
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$805K
|
-$69.4K
|
-145
|
-8%
|
|
|
1423
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$803K
|
-$46.9K
|
-98
|
-6%
|
|
|
1424
|
NCM Capital Management
Ramsey,
New Jersey
|
$799K
|
–
|
–
|
–
|
|
|
1425
|
Journey Strategic Wealth
Summit,
New Jersey
|
$798K
|
-$190K
|
-397
|
-19%
|
|
