|
1851
|
Plimoth Trust
Plymouth,
Massachusetts
|
$478K
|
+$7.29K
|
+13
|
+2%
|
|
|
1852
|
Caldwell Trust
Venice,
Florida
|
$477K
|
-$8.98K
|
-16
|
-2%
|
|
|
1853
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$477K
|
-$27.5K
|
-49
|
-6%
|
|
|
1854
|
First Foundation Advisors
Irvine,
California
|
$475K
|
-$34.8K
|
-62
|
-7%
|
|
|
1855
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$475K
|
–
|
–
|
–
|
|
|
1856
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$475K
|
+$3.93K
|
+7
|
+0.9%
|
|
|
1857
|
Triumph Capital Management
Denver,
Colorado
|
$475K
|
-$84.2K
|
-150
|
-15%
|
|
|
1858
|
Lafayette Investments
Ashton,
Maryland
|
$473K
|
-$6.73K
|
-12
|
-1%
|
|
|
1859
|
Everpar Advisors
Tulsa,
Oklahoma
|
$470K
|
-$73.5K
|
-131
|
-14%
|
|
|
1860
|
Ferguson Shapiro
Decatur,
Georgia
|
$470K
|
–
|
–
|
–
|
|
|
1861
|
First Trust Investment Solutions
Naples,
Florida
|
$469K
|
+$67.3K
|
+120
|
+17%
|
|
|
1862
|
Apexium Financial
Dallas,
Texas
|
$469K
|
-$833K
|
-1,484
|
-65%
|
|
|
1863
|
Boston Partners
Boston,
Massachusetts
|
$468K
|
-$39.3K
|
-70
|
-8%
|
|
|
1864
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$467K
|
+$29.7K
|
+53
|
+7%
|
|
|
1865
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$465K
|
–
|
–
|
–
|
|
|
1866
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$465K
|
–
|
–
|
–
|
|
|
1867
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$464K
|
–
|
–
|
–
|
|
|
1868
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$462K
|
-$59.5K
|
-106
|
-12%
|
|
|
1869
|
Asahi Life Asset Management
Tokyo,
Japan
|
$462K
|
-$44.9K
|
-80
|
-9%
|
|
|
1870
|
Evanson Asset Management
Carmel,
California
|
$462K
|
–
|
–
|
–
|
|
|
1871
|
Cypress Wealth Services
Palm Desert,
California
|
$459K
|
+$3.37K
|
+6
|
+0.8%
|
|
|
1872
|
EnRich Financial Partners
Madison,
Wisconsin
|
$459K
|
-$34.8K
|
-62
|
-7%
|
|
|
1873
|
Vise Technologies
New York
|
$459K
|
+$39.8K
|
+71
|
+10%
|
|
|
1874
|
9258 Wealth Management
Blue Ash,
Ohio
|
$458K
|
+$9.54K
|
+17
|
+2%
|
|
|
1875
|
Trust Company of Toledo
Holland,
Ohio
|
$457K
|
–
|
–
|
–
|
|
