|
1401
|
Univest Financial
Souderton,
Pennsylvania
|
$721K
|
–
|
–
|
–
|
|
|
1402
|
Rockbridge Investment Management
Syracuse,
New York
|
$720K
|
-$8.33K
|
-43
|
-1%
|
|
|
1403
|
Fulton Bank
Lancaster,
Pennsylvania
|
$719K
|
–
|
–
|
–
|
|
|
1404
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$717K
|
+$108K
|
+558
|
+19%
|
|
|
1405
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$716K
|
–
|
–
|
–
|
|
|
1406
|
SYM Financial Corp
Winona Lake,
Indiana
|
$716K
|
-$11.6K
|
-60
|
-2%
|
|
|
1407
|
PrairieView Partners
St. Paul,
Minnesota
|
$715K
|
+$1.36K
|
+7
|
+0.2%
|
|
|
1408
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$715K
|
-$346K
|
-1,783
|
-34%
|
|
|
1409
|
Calamos Wealth Management
Naperville,
Illinois
|
$714K
|
–
|
–
|
–
|
|
|
1410
|
Spirit of America Management Corp
Syosset,
New York
|
$713K
|
-$43.4K
|
-224
|
-6%
|
|
|
1411
|
Frisch Financial Group
Melville,
New York
|
$713K
|
–
|
–
|
–
|
|
|
1412
|
Avidian Wealth Enterprises
Houston,
Texas
|
$713K
|
–
|
–
|
–
|
|
|
1413
|
Heritage Financial Services
Westwood,
Massachusetts
|
$712K
|
–
|
–
|
–
|
|
|
1414
|
Matrix Asset Advisors
White Plains,
New York
|
$711K
|
+$1.74K
|
+9
|
+0.3%
|
|
|
1415
|
Scott Capital Advisors
Portland,
Oregon
|
$710K
|
+$90.1K
|
+465
|
+16%
|
|
|
1416
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$710K
|
+$123K
|
+633
|
+22%
|
|
|
1417
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$708K
|
+$105K
|
+542
|
+19%
|
|
|
1418
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$708K
|
–
|
–
|
–
|
|
|
1419
|
Boltwood Capital Management
Walnut Creek,
California
|
$708K
|
-$22.3K
|
-115
|
-3%
|
|
|
1420
|
Helium Advisors
Everett,
Washington
|
$706K
|
+$66.3K
|
+342
|
+11%
|
|
|
1421
|
Magnus Financial Group
New York
|
$706K
|
–
|
–
|
–
|
|
|
1422
|
Sage Capital Management
Stockton,
New Jersey
|
$705K
|
–
|
–
|
–
|
|
|
1423
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$704K
|
+$64.9K
|
+335
|
+11%
|
|
|
1424
|
FF Advisors
Manhattan Beach,
California
|
$703K
|
–
|
–
|
–
|
|
|
1425
|
Root Financial Partners
Encinitas,
California
|
$701K
|
+$74.2K
|
+383
|
+13%
|
|
