|
601
|
Enterprise Trust & Investment
Los Gatos,
California
|
$62K
|
–
|
–
|
–
|
|
|
602
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$61K
|
–
|
–
|
–
|
|
|
603
|
Asset Dedication LLC
San Francisco,
California
|
$58K
|
–
|
–
|
–
|
|
|
604
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$55K
|
+$55.6K
|
+545
|
New
|
|
|
605
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$51K
|
-$50K
|
-490
|
-50%
|
|
|
606
|
RMR Wealth Builders
Montclair,
New Jersey
|
$48K
|
+$47.9K
|
+470
|
New
|
|
|
607
|
Franklin Resources
San Mateo,
California
|
$46K
|
-$56.1K
|
-550
|
-55%
|
|
|
608
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$45K
|
+$44.9K
|
+440
|
New
|
|
|
609
|
Oakworth Capital
Birmingham,
Alabama
|
$44K
|
–
|
–
|
–
|
|
|
610
|
Townsend Asset Management
Raleigh,
North Carolina
|
$41K
|
+$40.8K
|
+400
|
New
|
|
|
611
|
Caldwell Trust
Venice,
Florida
|
$40.8K
|
–
|
–
|
–
|
|
|
612
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$40K
|
+$40K
|
+392
|
New
|
|
|
613
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$36K
|
+$35.7K
|
+350
|
New
|
|
|
614
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$33K
|
–
|
–
|
–
|
|
|
615
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$32K
|
-$40.8K
|
-400
|
-56%
|
|
|
616
|
HC Financial Advisors
Lafayette,
California
|
$32K
|
+$31.6K
|
+310
|
New
|
|
|
617
|
Evensky & Katz
Coral Gables,
Florida
|
$31K
|
-$3.34M
|
-32,758
|
-99%
|
|
|
618
|
Childress Capital Advisors
Houston,
Texas
|
$30K
|
+$29.6K
|
+290
|
New
|
|
|
619
|
Investors Research Corp
Atlanta,
Georgia
|
$26K
|
–
|
–
|
–
|
|
|
620
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$26K
|
+$25.5K
|
+250
|
New
|
|
|
621
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
622
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$18K
|
-$2.14K
|
-21
|
-11%
|
|
|
623
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$18K
|
+$17.8K
|
+175
|
New
|
|
|
624
|
Washington Trust
Westerly,
Rhode Island
|
$15K
|
–
|
–
|
–
|
|
|
625
|
Reby Advisors
Danbury,
Connecticut
|
$14K
|
+$14.3K
|
+140
|
New
|
|
