|
1426
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$787K
|
–
|
–
|
–
|
|
|
1427
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$785K
|
–
|
–
|
–
|
|
|
1428
|
Whitney & Co
Rochester,
New York
|
$783K
|
–
|
–
|
–
|
|
|
1429
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$783K
|
+$787K
|
+4,715
|
New
|
|
|
1430
|
Inlet Private Wealth
Jupiter,
Florida
|
$781K
|
+$121K
|
+724
|
+18%
|
|
|
1431
|
Grove Bank & Trust
Miami,
Florida
|
$778K
|
+$31.4K
|
+188
|
+4%
|
|
|
1432
|
Platform Technology Partners
New York
|
$777K
|
+$781K
|
+4,679
|
New
|
|
|
1433
|
Encompass Wealth Advisors
Portland,
Oregon
|
$776K
|
–
|
–
|
–
|
|
|
1434
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$775K
|
-$188K
|
-1,129
|
-20%
|
|
|
1435
|
Davidson Trust Company
Seattle,
Washington
|
$774K
|
-$27.5K
|
-165
|
-3%
|
|
|
1436
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$773K
|
+$777K
|
+4,655
|
New
|
|
|
1437
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$771K
|
+$82.9K
|
+497
|
+12%
|
|
|
1438
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$769K
|
+$17K
|
+102
|
+2%
|
|
|
1439
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$766K
|
-$210K
|
-1,256
|
-21%
|
|
|
1440
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$766K
|
-$113K
|
-680
|
-13%
|
|
|
1441
|
Barber Financial Group
Lenexa,
Kansas
|
$764K
|
+$36.2K
|
+217
|
+5%
|
|
|
1442
|
Clear Perspective Advisors
Aurora,
Illinois
|
$763K
|
-$10.7K
|
-64
|
-1%
|
|
|
1443
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$762K
|
+$490K
|
+2,936
|
+177%
|
|
|
1444
|
Well Done LLC
Holland,
Michigan
|
$760K
|
+$167
|
+1
|
+0%
|
|
|
1445
|
Bard Financial Services
Branford,
Connecticut
|
$759K
|
+$834
|
+5
|
+0.1%
|
|
|
1446
|
Sunflower Bank
Dallas,
Texas
|
$756K
|
+$98.6K
|
+591
|
+15%
|
|
|
1447
|
Sargent Investment Group
Bethesda,
Maryland
|
$751K
|
–
|
–
|
–
|
|
|
1448
|
Ritholtz Wealth Management
New York
|
$751K
|
+$32.9K
|
+197
|
+5%
|
|
|
1449
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$745K
|
+$25.2K
|
+151
|
+3%
|
|
|
1450
|
Stockman Wealth Management
Billings,
Montana
|
$744K
|
-$13.9K
|
-83
|
-2%
|
|
