|
1401
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$634K
|
+$135K
|
+725
|
+29%
|
|
|
1402
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$633K
|
-$13.2K
|
-71
|
-2%
|
|
|
1403
|
Old Port Advisors
Portland,
Maine
|
$633K
|
+$11.5K
|
+62
|
+2%
|
|
|
1404
|
Stamos Capital Partners
Menlo Park,
California
|
$630K
|
–
|
–
|
–
|
|
|
1405
|
Allen Capital Group
Grand Island,
Nebraska
|
$630K
|
+$74.9K
|
+403
|
+15%
|
|
|
1406
|
Beacon Pointe Advisors
Newport Beach,
California
|
$628K
|
-$94K
|
-506
|
-14%
|
|
|
1407
|
Angeles Investment Advisors
Santa Monica,
California
|
$627K
|
-$151K
|
-810
|
-20%
|
|
|
1408
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$624K
|
-$27.9K
|
-150
|
-5%
|
|
|
1409
|
Stonebridge Capital Management
Los Angeles,
California
|
$624K
|
-$22.7K
|
-122
|
-4%
|
|
|
1410
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$624K
|
–
|
–
|
–
|
|
|
1411
|
Donor Advised Charitable Giving
San Francisco,
California
|
$624K
|
+$184K
|
+992
|
+46%
|
|
|
1412
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$623K
|
+$2.42K
|
+13
|
+0.4%
|
|
|
1413
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$620K
|
+$29.2K
|
+157
|
+5%
|
|
|
1414
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$616K
|
-$2.42K
|
-13
|
-0.4%
|
|
|
1415
|
Resource Management
Metairie,
Louisiana
|
$616K
|
+$74.3K
|
+400
|
+15%
|
|
|
1416
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$612K
|
-$21.4K
|
-115
|
-4%
|
|
|
1417
|
Meeder Asset Management
Dublin,
Ohio
|
$611K
|
-$215K
|
-1,155
|
-27%
|
|
|
1418
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$610K
|
-$80.7K
|
-434
|
-12%
|
|
|
1419
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$610K
|
-$3.72K
|
-20
|
-0.6%
|
|
|
1420
|
LSV Asset Management
Chicago,
Illinois
|
$610K
|
–
|
–
|
–
|
|
|
1421
|
BNC Wealth Management
Beaverton,
Oregon
|
$607K
|
+$573K
|
+3,081
|
New
|
|
|
1422
|
Copperwynd Financial
Scottsdale,
Arizona
|
$605K
|
-$19.9K
|
-107
|
-3%
|
|
|
1423
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$600K
|
–
|
–
|
–
|
|
|
1424
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$599K
|
+$743
|
+4
|
+0.1%
|
|
|
1425
|
Qtron Investments
Boston,
Massachusetts
|
$599K
|
+$78.8K
|
+424
|
+16%
|
|
