|
401
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$322K
|
–
|
–
|
–
|
|
|
402
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$322K
|
–
|
–
|
–
|
|
|
403
|
Seven Mile Advisory
Ewing,
New Jersey
|
$318K
|
+$12.3K
|
+458
|
+4%
|
|
|
404
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$317K
|
+$21.9K
|
+815
|
+8%
|
|
|
405
|
Personal CFO Solutions
Chester,
New Jersey
|
$316K
|
-$1.45K
|
-54
|
-0.5%
|
|
|
406
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$315K
|
-$50.9K
|
-1,896
|
-15%
|
|
|
407
|
EP Wealth Advisors
Torrance,
California
|
$315K
|
+$3.17K
|
+118
|
+1%
|
|
|
408
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$312K
|
-$19.2K
|
-714
|
-6%
|
|
|
409
|
Concurrent Investment Advisors
Tampa,
Florida
|
$306K
|
-$11.1K
|
-412
|
-4%
|
|
|
410
|
D'Orazio & Associates
Falls Church,
Virginia
|
$294K
|
+$25.6K
|
+954
|
+11%
|
|
|
411
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$293K
|
+$266K
|
+9,916
|
New
|
|
|
412
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$292K
|
+$42.9K
|
+1,598
|
+19%
|
|
|
413
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$292K
|
+$265K
|
+9,871
|
New
|
|
|
414
|
PDS Planning
Dublin,
Ohio
|
$291K
|
–
|
–
|
–
|
|
|
415
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$290K
|
+$264K
|
+9,813
|
New
|
|
|
416
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$285K
|
-$349
|
-13
|
-0.1%
|
|
|
417
|
United Capital Financial Advisors
Irving,
Texas
|
$283K
|
-$2.82K
|
-105
|
-1%
|
|
|
418
|
RhumbLine Advisers
Boston,
Massachusetts
|
$283K
|
–
|
–
|
–
|
|
|
419
|
Forum Financial Management
Lombard,
Illinois
|
$282K
|
–
|
–
|
–
|
|
|
420
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$278K
|
-$40.8K
|
-1,520
|
-14%
|
|
|
421
|
Peregrine Asset Advisers
Portland,
Oregon
|
$276K
|
-$6.72K
|
-250
|
-3%
|
|
|
422
|
Westwood Holdings Group
Dallas,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
423
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$276K
|
-$2.12K
|
-79
|
-0.8%
|
|
|
424
|
Csenge Advisory Group
Clearwater,
Florida
|
$275K
|
+$12.9K
|
+481
|
+6%
|
|
|
425
|
Napatree Capital
Westerly,
Rhode Island
|
$274K
|
-$31.5K
|
-1,172
|
-11%
|
|
