|
501
|
|
$105K
|
–
|
–
|
–
|
|
|
502
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$99K
|
+$98.8K
|
+1,130
|
New
|
|
|
503
|
American National Bank & Trust
Wichita Falls,
Texas
|
$97K
|
–
|
–
|
–
|
|
|
504
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$97K
|
–
|
–
|
–
|
|
|
505
|
Tortoise Investment Management
White Plains,
New York
|
$96K
|
-$2.36K
|
-27
|
-2%
|
|
|
506
|
Global Retirement Partners
San Rafael,
California
|
$95K
|
–
|
–
|
–
|
|
|
507
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$88K
|
–
|
–
|
–
|
|
|
508
|
Zions Bancorporation
Salt Lake City,
Utah
|
$85K
|
-$78.2K
|
-895
|
-48%
|
|
|
509
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$82.5K
|
–
|
–
|
–
|
|
|
510
|
Valley Wealth Managers
Paramus,
New Jersey
|
$82K
|
–
|
–
|
–
|
|
|
511
|
SEI Investments
Oaks,
Pennsylvania
|
$79K
|
+$34.4K
|
+394
|
+78%
|
|
|
512
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$74K
|
–
|
–
|
–
|
|
|
513
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$71K
|
+$5.77K
|
+66
|
+9%
|
|
|
514
|
|
$68K
|
+$20.1K
|
+230
|
+42%
|
|
|
515
|
Perkins Coie Trust Company
Seattle,
Washington
|
$67K
|
+$66.5K
|
+761
|
New
|
|
|
516
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$66K
|
–
|
–
|
–
|
|
|
517
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
518
|
Delta Asset Management
Memphis,
Tennessee
|
$66K
|
–
|
–
|
–
|
|
|
519
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$64K
|
–
|
–
|
–
|
|
|
520
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$64K
|
–
|
–
|
–
|
|
|
521
|
Monroe Bank & Trust
Monroe,
Michigan
|
$64K
|
–
|
–
|
–
|
|
|
522
|
Gradient Investments
Arden Hills,
Minnesota
|
$62K
|
-$95.6K
|
-1,094
|
-61%
|
|
|
523
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$62K
|
–
|
–
|
–
|
|
|
524
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$62K
|
–
|
–
|
–
|
|
|
525
|
Patten Group
Chattanooga,
Tennessee
|
$60K
|
-$2.62K
|
-30
|
-4%
|
|
