|
601
|
PFG Investments
Woodbury,
New York
|
$300K
|
+$10.3K
|
+36
|
+4%
|
|
|
602
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$300K
|
–
|
–
|
–
|
|
|
603
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
604
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$296K
|
–
|
–
|
–
|
|
|
605
|
Whittier Trust
South Pasadena,
California
|
$296K
|
–
|
–
|
–
|
|
|
606
|
Silvercrest Asset Management
New York
|
$295K
|
–
|
–
|
–
|
|
|
607
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$295K
|
+$292K
|
+1,020
|
New
|
|
|
608
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$293K
|
-$24K
|
-84
|
-14%
|
|
|
609
|
Asset Dedication LLC
San Francisco,
California
|
$292K
|
–
|
–
|
–
|
|
|
610
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$292K
|
–
|
–
|
–
|
|
|
611
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$292K
|
–
|
–
|
–
|
|
|
612
|
WPWealth
Fort Worth,
Texas
|
$291K
|
-$89.2K
|
-312
|
-24%
|
|
|
613
|
Ascent Wealth Partners
New Hartford,
New York
|
$291K
|
+$288K
|
+1,006
|
New
|
|
|
614
|
Chronos Wealth Management
Clearwater,
Florida
|
$289K
|
–
|
–
|
–
|
|
|
615
|
SPC Financial Inc
Rockville,
Maryland
|
$289K
|
-$5.72K
|
-20
|
-2%
|
|
|
616
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$289K
|
–
|
–
|
–
|
|
|
617
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$282K
|
–
|
–
|
–
|
|
|
618
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$280K
|
+$277K
|
+969
|
New
|
|
|
619
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$279K
|
–
|
–
|
–
|
|
|
620
|
IHT Wealth Management
Chicago,
Illinois
|
$278K
|
-$60.9K
|
-213
|
-18%
|
|
|
621
|
CLG LLC
Long Beach,
California
|
$278K
|
+$275K
|
+961
|
New
|
|
|
622
|
Y-Intercept (HK)
Hong Kong
|
$275K
|
+$272K
|
+952
|
New
|
|
|
623
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$274K
|
–
|
–
|
–
|
|
|
624
|
Hanover Advisors
Seneca,
South Carolina
|
$274K
|
–
|
–
|
–
|
|
|
625
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$274K
|
-$2.43M
|
-8,500
|
-90%
|
|
