|
2476
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$615K
|
–
|
–
|
–
|
|
|
2477
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$615K
|
+$6.93K
|
+23
|
+1%
|
|
|
2478
|
First American Trust
Santa Ana,
California
|
$614K
|
+$121K
|
+400
|
+26%
|
|
|
2479
|
Oak Asset Management
Westlake Village,
California
|
$614K
|
–
|
–
|
–
|
|
|
2480
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$613K
|
+$51.5K
|
+171
|
+10%
|
|
|
2481
|
Strive Asset Management
Dublin,
Ohio
|
$613K
|
+$313K
|
+1,040
|
+117%
|
|
|
2482
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$613K
|
-$1.51K
|
-5
|
-0.3%
|
|
|
2483
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$612K
|
-$41.6K
|
-138
|
-7%
|
|
|
2484
|
Kennedy Investment Group
West Depford,
New Jersey
|
$612K
|
+$63K
|
+209
|
+12%
|
|
|
2485
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$612K
|
+$82.9K
|
+275
|
+17%
|
|
|
2486
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$611K
|
+$58.7K
|
+195
|
+11%
|
|
|
2487
|
Creative Capital Management Investments
San Diego,
California
|
$611K
|
–
|
–
|
–
|
|
|
2488
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$608K
|
-$63.3K
|
-210
|
-10%
|
|
|
2489
|
City National Bank of Florida
Miami,
Florida
|
$608K
|
+$102K
|
+339
|
+22%
|
|
|
2490
|
North Star Asset Management
Neenah,
Wisconsin
|
$607K
|
-$973K
|
-3,229
|
-63%
|
|
|
2491
|
Cannon Advisors
Charlotte,
North Carolina
|
$607K
|
+$4.22K
|
+14
|
+0.7%
|
|
|
2492
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$606K
|
+$603
|
+2
|
+0.1%
|
|
|
2493
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$606K
|
+$287K
|
+954
|
+100%
|
|
|
2494
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$606K
|
+$113K
|
+375
|
+23%
|
|
|
2495
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$605K
|
+$204K
|
+677
|
+55%
|
|
|
2496
|
Advisors Management Group
La Crosse,
Wisconsin
|
$605K
|
+$46.4K
|
+154
|
+9%
|
|
|
2497
|
Aspire Capital Advisors
Seattle,
Washington
|
$601K
|
+$158K
|
+526
|
+39%
|
|
|
2498
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$601K
|
-$62.7K
|
-208
|
-10%
|
|
|
2499
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$600K
|
-$3.62K
|
-12
|
-0.6%
|
|
|
2500
|
Victrix Investment Advisors
Stuart,
Florida
|
$600K
|
+$203K
|
+674
|
+56%
|
|
