|
601
|
Boston Trust Walden
Boston,
Massachusetts
|
$679K
|
-$66.4K
|
-500
|
-9%
|
|
|
602
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$678K
|
–
|
–
|
–
|
|
|
603
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$670K
|
+$1.2K
|
+9
|
+0.2%
|
|
|
604
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$667K
|
-$13.4K
|
-101
|
-2%
|
|
|
605
|
Cooper Financial Group
Irvine,
California
|
$666K
|
–
|
–
|
–
|
|
|
606
|
Summit Financial
Parsippany,
New Jersey
|
$660K
|
+$254K
|
+1,912
|
+67%
|
|
|
607
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$657K
|
+$633K
|
+4,765
|
New
|
|
|
608
|
AGF Management
Toronto,
Ontario, Canada
|
$654K
|
-$15.7K
|
-118
|
-2%
|
|
|
609
|
|
$651K
|
+$188K
|
+1,413
|
+43%
|
|
|
610
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$651K
|
–
|
–
|
–
|
|
|
611
|
Gilbert & Cook
West Des Moines,
Iowa
|
$647K
|
+$624K
|
+4,696
|
New
|
|
|
612
|
|
$646K
|
-$24.3K
|
-183
|
-4%
|
|
|
613
|
Empowered Funds
Havertown,
Pennsylvania
|
$646K
|
+$623K
|
+4,687
|
New
|
|
|
614
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$636K
|
+$13.3K
|
+100
|
+2%
|
|
|
615
|
Avidian Wealth Enterprises
Houston,
Texas
|
$635K
|
+$24.2K
|
+182
|
+4%
|
|
|
616
|
Polen Capital Management
Boca Raton,
Florida
|
$632K
|
-$126K
|
-948
|
-17%
|
|
|
617
|
Titleist Asset Management
San Antonio,
Texas
|
$631K
|
+$5.85K
|
+44
|
+1%
|
|
|
618
|
TCTC Holdings
Dallas,
Texas
|
$627K
|
–
|
–
|
–
|
|
|
619
|
Triad Wealth Partners
Lawrence,
Kansas
|
$627K
|
+$301K
|
+2,266
|
+99%
|
|
|
620
|
Group One Trading
Chicago,
Illinois
|
$612K
|
+$590K
|
+4,443
|
New
|
|
|
621
|
Pennington Partners & Co
Bethesda,
Maryland
|
$612K
|
–
|
–
|
–
|
|
|
622
|
Atria Investments
Charlotte,
North Carolina
|
$609K
|
+$587K
|
+4,420
|
New
|
|
|
623
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$608K
|
+$13.3K
|
+100
|
+2%
|
|
|
624
|
Monument Capital Management
Alexandria,
Virginia
|
$603K
|
+$1.33K
|
+10
|
+0.2%
|
|
|
625
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$602K
|
–
|
–
|
–
|
|
