|
1201
|
Caldwell Trust
Venice,
Florida
|
$313K
|
+$17.9K
|
+103
|
+6%
|
|
|
1202
|
|
$313K
|
+$294K
|
+1,689
|
New
|
|
|
1203
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$312K
|
-$15.8K
|
-91
|
-5%
|
|
|
1204
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$311K
|
+$292K
|
+1,679
|
New
|
|
|
1205
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$311K
|
+$20.3K
|
+117
|
+7%
|
|
|
1206
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$310K
|
+$51.6K
|
+297
|
+22%
|
|
|
1207
|
Mather Group
Chicago,
Illinois
|
$310K
|
+$52K
|
+299
|
+22%
|
|
|
1208
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$309K
|
+$292K
|
+1,682
|
New
|
|
|
1209
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$308K
|
–
|
–
|
–
|
|
|
1210
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
1211
|
Mattern Wealth Management
Lawrence,
Kansas
|
$306K
|
–
|
–
|
–
|
|
|
1212
|
Barnes Wealth Management Group
Bakersfield,
California
|
$305K
|
+$4.34K
|
+25
|
+2%
|
|
|
1213
|
Fiduciary Financial Group
San Rafael,
California
|
$305K
|
+$286K
|
+1,646
|
New
|
|
|
1214
|
Stolper & Co
Tulsa,
Oklahoma
|
$304K
|
-$5.23M
|
-30,072
|
-95%
|
|
|
1215
|
Orleans Capital Management
Mandeville,
Louisiana
|
$304K
|
–
|
–
|
–
|
|
|
1216
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
1217
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
1218
|
Two West Capital Advisors
Overland Park,
Kansas
|
$300K
|
-$38.2K
|
-220
|
-12%
|
|
|
1219
|
|
$299K
|
-$827K
|
-4,760
|
-75%
|
|
|
1220
|
Chatterton & Associates
Anaheim,
California
|
$298K
|
+$14.9K
|
+86
|
+6%
|
|
|
1221
|
Artesa Financial Group
Conroe,
Texas
|
$298K
|
+$34.8K
|
+200
|
+14%
|
|
|
1222
|
WP Advisors
San Francisco,
California
|
$298K
|
-$207K
|
-1,194
|
-43%
|
|
|
1223
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$297K
|
–
|
–
|
–
|
|
|
1224
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$297K
|
–
|
–
|
–
|
|
|
1225
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$296K
|
–
|
–
|
–
|
|
