|
801
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$553K
|
–
|
–
|
–
|
|
|
802
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$549K
|
+$108K
|
+1,086
|
+26%
|
|
|
803
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$547K
|
-$3.4M
|
-34,137
|
-87%
|
|
|
804
|
Sovran Advisors
San Diego,
California
|
$538K
|
-$61.5K
|
-617
|
-11%
|
|
|
805
|
Alpha Cubed Investments
Irvine,
California
|
$535K
|
-$52.5K
|
-527
|
-9%
|
|
|
806
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$533K
|
-$29.6K
|
-297
|
-6%
|
|
|
807
|
Kropog Financial Group
Mandeville,
Louisiana
|
$532K
|
+$697
|
+7
|
+0.1%
|
|
|
808
|
Capital Group Private Client Services
Los Angeles,
California
|
$532K
|
+$120K
|
+1,202
|
+31%
|
|
|
809
|
Samalin Investment Counsel
Chappaqua,
New York
|
$526K
|
+$46.6K
|
+468
|
+10%
|
|
|
810
|
Rockline Wealth Management
Plainview,
New York
|
$525K
|
-$18.8K
|
-189
|
-4%
|
|
|
811
|
Davies Financial Advisors
Murrieta,
California
|
$523K
|
-$23.8K
|
-239
|
-5%
|
|
|
812
|
SteelPeak Wealth
Woodland Hills,
California
|
$522K
|
-$12.1K
|
-121
|
-2%
|
|
|
813
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$516K
|
-$14.5K
|
-146
|
-3%
|
|
|
814
|
Donaldson Capital Management
Evansville,
Indiana
|
$516K
|
+$72.1K
|
+724
|
+17%
|
|
|
815
|
WJ Wealth Management
Glendale,
Arizona
|
$512K
|
-$475K
|
-4,768
|
-50%
|
|
|
816
|
Balentine LLC
Atlanta,
Georgia
|
$510K
|
-$3.58K
|
-36
|
-0.7%
|
|
|
817
|
IFS Group
York,
Pennsylvania
|
$508K
|
+$482K
|
+4,837
|
New
|
|
|
818
|
Arrow Financial
Glens Falls,
New York
|
$506K
|
–
|
–
|
–
|
|
|
819
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$504K
|
+$44K
|
+442
|
+10%
|
|
|
820
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$502K
|
+$222K
|
+2,228
|
+86%
|
|
|
821
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$502K
|
–
|
–
|
–
|
|
|
822
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$500K
|
–
|
–
|
–
|
|
|
823
|
Vanguard Group
Malvern,
Pennsylvania
|
$499K
|
+$46.2K
|
+464
|
+11%
|
|
|
824
|
Paladin Advisory Group
Clive,
Iowa
|
$493K
|
-$2.39K
|
-24
|
-0.5%
|
|
|
825
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$488K
|
+$9.76K
|
+98
|
+2%
|
|
