|
1351
|
InvesTrust
Oklahoma City,
Oklahoma
|
$370K
|
–
|
–
|
–
|
|
|
1352
|
Nadler Financial Group
Deerfield,
Illinois
|
$370K
|
–
|
–
|
–
|
|
|
1353
|
Plum Street Advisors
New Orleans,
Louisiana
|
$370K
|
–
|
–
|
–
|
|
|
1354
|
Keystone Wealth Services
Palm Desert,
California
|
$369K
|
+$699
|
+8
|
+0.2%
|
|
|
1355
|
L.J. Altfest & Co
New York
|
$369K
|
-$3.5K
|
-40
|
-1%
|
|
|
1356
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$369K
|
–
|
–
|
–
|
|
|
1357
|
Balanced Wealth Group
Westlake,
Ohio
|
$368K
|
–
|
–
|
–
|
|
|
1358
|
Cheviot Value Management
Beverly Hills,
California
|
$367K
|
–
|
–
|
–
|
|
|
1359
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$367K
|
-$58K
|
-664
|
-14%
|
|
|
1360
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$367K
|
–
|
–
|
–
|
|
|
1361
|
New Millennium Group
Sandy,
Utah
|
$366K
|
-$5.7M
|
-65,240
|
-94%
|
|
|
1362
|
|
$366K
|
-$6.99K
|
-80
|
-2%
|
|
|
1363
|
TriaGen Wealth Management
Calabasas,
California
|
$366K
|
–
|
–
|
–
|
|
|
1364
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$366K
|
+$3.5K
|
+40
|
+1%
|
|
|
1365
|
Trinity Financial Advisors
Columbus,
Ohio
|
$364K
|
+$340K
|
+3,896
|
New
|
|
|
1366
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$363K
|
+$14.7K
|
+168
|
+5%
|
|
|
1367
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$362K
|
–
|
–
|
–
|
|
|
1368
|
Uptown Financial Advisors
Dallas,
Texas
|
$362K
|
+$3.5K
|
+40
|
+1%
|
|
|
1369
|
Stonebrook Private
Northville,
Michigan
|
$361K
|
–
|
–
|
–
|
|
|
1370
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$361K
|
-$414K
|
-4,736
|
-55%
|
|
|
1371
|
Lodestone Wealth Management
Spokane,
Washington
|
$361K
|
–
|
–
|
–
|
|
|
1372
|
Matisse Capital
Portland,
Oregon
|
$360K
|
+$48.9K
|
+560
|
+17%
|
|
|
1373
|
Univest Financial
Souderton,
Pennsylvania
|
$360K
|
-$153K
|
-1,752
|
-31%
|
|
|
1374
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$358K
|
-$175K
|
-2,000
|
-34%
|
|
|
1375
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$358K
|
+$336K
|
+3,840
|
New
|
|
