|
1001
|
EP Wealth Advisors
Torrance,
California
|
$353K
|
+$345K
|
+3,122
|
New
|
|
|
1002
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$350K
|
-$5.3K
|
-48
|
-2%
|
|
|
1003
|
|
$350K
|
-$2.87K
|
-26
|
-0.8%
|
|
|
1004
|
|
$350K
|
+$342K
|
+3,093
|
New
|
|
|
1005
|
Bank of Stockton
Stockton,
California
|
$349K
|
-$50.5K
|
-457
|
-13%
|
|
|
1006
|
Boston Research & Management
Manchester,
Massachusetts
|
$349K
|
–
|
–
|
–
|
|
|
1007
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$349K
|
+$111
|
+1
|
+0%
|
|
|
1008
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$347K
|
-$11.1K
|
-100
|
-3%
|
|
|
1009
|
Choate Investment Advisors
Boston,
Massachusetts
|
$347K
|
–
|
–
|
–
|
|
|
1010
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$347K
|
+$88.6K
|
+802
|
+35%
|
|
|
1011
|
Avidian Wealth Enterprises
Houston,
Texas
|
$344K
|
-$4.64K
|
-42
|
-1%
|
|
|
1012
|
RBO & Co
Saint Helena,
California
|
$340K
|
+$332K
|
+3,000
|
New
|
|
|
1013
|
Biltmore Family Office
Charlotte,
North Carolina
|
$339K
|
–
|
–
|
–
|
|
|
1014
|
|
$339K
|
+$31.5K
|
+285
|
+11%
|
|
|
1015
|
NBT Bank
Norwich,
New York
|
$339K
|
+$111K
|
+1,000
|
+50%
|
|
|
1016
|
Stokes Family Office
New Orleans,
Louisiana
|
$338K
|
+$330K
|
+2,983
|
New
|
|
|
1017
|
|
$337K
|
–
|
–
|
–
|
|
|
1018
|
Powell Investment Advisors
Miami,
Florida
|
$336K
|
–
|
–
|
–
|
|
|
1019
|
Brown Advisory Securities
Baltimore,
Maryland
|
$334K
|
–
|
–
|
–
|
|
|
1020
|
Founders Financial Securities
Towson,
Maryland
|
$332K
|
+$324K
|
+2,931
|
New
|
|
|
1021
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$329K
|
-$22.1K
|
-200
|
-6%
|
|
|
1022
|
MCF Advisors
Covington,
Kentucky
|
$329K
|
–
|
–
|
–
|
|
|
1023
|
Oak Asset Management
Westlake Village,
California
|
$325K
|
+$3.43K
|
+31
|
+1%
|
|
|
1024
|
Altium Wealth Management
Purchase,
New York
|
$325K
|
+$13K
|
+118
|
+4%
|
|
|
1025
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$324K
|
-$111K
|
-1,000
|
-26%
|
|
