|
1526
|
First County Bank
Stamford,
Connecticut
|
$347K
|
+$335K
|
+8,277
|
New
|
|
|
1527
|
My Personal CFO LLC
Vancouver,
Washington
|
$347K
|
–
|
–
|
–
|
|
|
1528
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$346K
|
-$92.4K
|
-2,281
|
-22%
|
|
|
1529
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$346K
|
-$11.8K
|
-291
|
-3%
|
|
|
1530
|
Ruedi Wealth Management
Champaign,
Illinois
|
$346K
|
+$248K
|
+6,126
|
New
|
|
|
1531
|
CM Wealth Advisors
Beachwood,
Ohio
|
$344K
|
–
|
–
|
–
|
|
|
1532
|
Financial Alternatives
La Jolla,
California
|
$344K
|
+$332K
|
+8,195
|
New
|
|
|
1533
|
Freedom Day Solutions
Houston,
Texas
|
$344K
|
+$648
|
+16
|
+0.2%
|
|
|
1534
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$343K
|
-$152K
|
-3,743
|
-31%
|
|
|
1535
|
Vaughan David Investments
Peoria,
Illinois
|
$343K
|
+$331K
|
+8,170
|
New
|
|
|
1536
|
Next Capital Management
New York
|
$342K
|
-$1.5K
|
-37
|
-0.5%
|
|
|
1537
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$342K
|
+$57.8K
|
+1,427
|
+21%
|
|
|
1538
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$341K
|
-$3.41M
|
-84,302
|
-91%
|
|
|
1539
|
Fermata Advisors
Sonoma,
California
|
$339K
|
+$327K
|
+8,078
|
New
|
|
|
1540
|
Lake Street Private Wealth
Chicago,
Illinois
|
$338K
|
-$65.8K
|
-1,624
|
-17%
|
|
|
1541
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$338K
|
-$38.3K
|
-945
|
-11%
|
|
|
1542
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$332K
|
+$20.7K
|
+510
|
+7%
|
|
|
1543
|
Front Row Advisors
Tiburon,
California
|
$332K
|
–
|
–
|
–
|
|
|
1544
|
Unionview LLC
Seattle,
Washington
|
$332K
|
-$21.3K
|
-527
|
-6%
|
|
|
1545
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$331K
|
+$319K
|
+7,876
|
New
|
|
|
1546
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$329K
|
-$9.32K
|
-230
|
-3%
|
|
|
1547
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$327K
|
+$305K
|
+7,533
|
+2,832%
|
|
|
1548
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$327K
|
-$287K
|
-7,097
|
-48%
|
|
|
1549
|
Lockerman Financial Group
Newport Beach,
California
|
$325K
|
+$5.35K
|
+132
|
+2%
|
|
|
1550
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$325K
|
+$2.31K
|
+57
|
+0.7%
|
|
