|
1401
|
Clearstead Advisors
Cleveland,
Ohio
|
$567K
|
-$11.5K
|
-144
|
-2%
|
|
|
1402
|
Blume Capital Management
Berkeley,
California
|
$567K
|
–
|
–
|
–
|
|
|
1403
|
Select Equity Group
New York
|
$564K
|
+$524K
|
+6,570
|
New
|
|
|
1404
|
Independence Wealth Advisors
Mclean,
Virginia
|
$564K
|
-$16.5K
|
-207
|
-3%
|
|
|
1405
|
Lindbrook Capital
Calabasas,
California
|
$562K
|
-$877
|
-11
|
-0.2%
|
|
|
1406
|
INVST
Indianapolis,
Indiana
|
$562K
|
+$65.5K
|
+821
|
+15%
|
|
|
1407
|
Central Asset Investments & Management Holdings
Hong Kong
|
$558K
|
+$518K
|
+6,500
|
New
|
|
|
1408
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$554K
|
-$2.43M
|
-30,481
|
-83%
|
|
|
1409
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$554K
|
+$12K
|
+150
|
+2%
|
|
|
1410
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$552K
|
+$8.22K
|
+103
|
+2%
|
|
|
1411
|
NBT Bank
Norwich,
New York
|
$551K
|
-$4.79K
|
-60
|
-0.9%
|
|
|
1412
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$550K
|
-$13.1K
|
-164
|
-2%
|
|
|
1413
|
Boston Financial Management
Boston,
Massachusetts
|
$549K
|
–
|
–
|
–
|
|
|
1414
|
Bank of Marin
Novato,
California
|
$548K
|
+$6.7K
|
+84
|
+1%
|
|
|
1415
|
Giverny Capital
Montreal,
Quebec, Canada
|
$544K
|
+$505K
|
+6,327
|
New
|
|
|
1416
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$543K
|
–
|
–
|
–
|
|
|
1417
|
Principal Street Partners
Memphis,
Tennessee
|
$543K
|
–
|
–
|
–
|
|
|
1418
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$541K
|
+$10.4K
|
+130
|
+2%
|
|
|
1419
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$533K
|
+$19.9K
|
+250
|
+4%
|
|
|
1420
|
Financial Engines Advisors
Santa Clara,
California
|
$532K
|
+$263K
|
+3,298
|
+114%
|
|
|
1421
|
First Interstate Bank
Billings,
Montana
|
$531K
|
-$3.27M
|
-41,054
|
-87%
|
|
|
1422
|
Cobblestone Capital Advisors
Rochester,
New York
|
$531K
|
–
|
–
|
–
|
|
|
1423
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$528K
|
+$52.6K
|
+660
|
+12%
|
|
|
1424
|
Csenge Advisory Group
Clearwater,
Florida
|
$526K
|
-$51.4K
|
-644
|
-10%
|
|
|
1425
|
Garrison Point Advisors
Walnut Creek,
California
|
$526K
|
–
|
–
|
–
|
|
