|
1426
|
Heritage Family Offices
Scottsdale,
Arizona
|
$438K
|
–
|
–
|
–
|
|
|
1427
|
Xcel Wealth Management
Holly Hill,
Florida
|
$438K
|
+$164K
|
+2,784
|
+59%
|
|
|
1428
|
Grandfield & Dodd
New York
|
$438K
|
-$8.22K
|
-140
|
-2%
|
|
|
1429
|
J2 Capital Management
Troy,
Michigan
|
$437K
|
+$130K
|
+2,218
|
+42%
|
|
|
1430
|
|
$433K
|
-$10.7K
|
-182
|
-2%
|
|
|
1431
|
Horizon Advisory Services
West Henrietta,
New York
|
$433K
|
+$705
|
+12
|
+0.2%
|
|
|
1432
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$433K
|
+$18K
|
+307
|
+4%
|
|
|
1433
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$432K
|
+$101K
|
+1,723
|
+30%
|
|
|
1434
|
Summitry LLC
Foster City,
California
|
$432K
|
+$433K
|
+7,373
|
New
|
|
|
1435
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$432K
|
+$69.5K
|
+1,183
|
+19%
|
|
|
1436
|
Mather Group
Chicago,
Illinois
|
$432K
|
-$3.11K
|
-53
|
-0.7%
|
|
|
1437
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$431K
|
+$432K
|
+7,353
|
New
|
|
|
1438
|
V2 Financial group
Naperville,
Illinois
|
$428K
|
-$40.8K
|
-695
|
-9%
|
|
|
1439
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$427K
|
+$427K
|
+7,275
|
New
|
|
|
1440
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$426K
|
+$1.35K
|
+23
|
+0.3%
|
|
|
1441
|
Delta Investment Management
San Francisco,
California
|
$426K
|
+$52K
|
+886
|
+14%
|
|
|
1442
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$424K
|
+$28K
|
+477
|
+7%
|
|
|
1443
|
Quotient Wealth Partners
Dallas,
Texas
|
$423K
|
+$77.2K
|
+1,314
|
+22%
|
|
|
1444
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$423K
|
+$18.4K
|
+313
|
+5%
|
|
|
1445
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$421K
|
+$8.98K
|
+153
|
+2%
|
|
|
1446
|
Chemung Canal Trust
Elmira,
New York
|
$419K
|
-$402K
|
-6,850
|
-49%
|
|
|
1447
|
ORG Wealth Partners
Dallas,
Texas
|
$418K
|
-$2.64K
|
-45
|
-0.6%
|
|
|
1448
|
Wambolt & Associates
Littleton,
Colorado
|
$418K
|
+$705
|
+12
|
+0.2%
|
|
|
1449
|
First Business Financial Services
Madison,
Wisconsin
|
$417K
|
–
|
–
|
–
|
|
|
1450
|
D. Scott Neal
Lexington,
Kentucky
|
$416K
|
+$5.99K
|
+102
|
+1%
|
|
