|
326
|
Personal CFO Solutions
Chester,
New Jersey
|
$722K
|
-$190K
|
-4,549
|
-21%
|
|
|
327
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$715K
|
-$34.4K
|
-822
|
-5%
|
|
|
328
|
Fidelity Investments
Boston,
Massachusetts
|
$714K
|
+$146K
|
+3,495
|
+26%
|
|
|
329
|
Creekside Partners
Petaluma,
California
|
$712K
|
+$2.93K
|
+70
|
+0.4%
|
|
|
330
|
&Partners
Nashville,
Tennessee
|
$706K
|
-$122K
|
-2,917
|
-15%
|
|
|
331
|
Integrated Advisors Network
Dallas,
Texas
|
$698K
|
-$464K
|
-11,083
|
-40%
|
|
|
332
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$695K
|
+$28.5K
|
+682
|
+4%
|
|
|
333
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$688K
|
–
|
–
|
–
|
|
|
334
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$686K
|
-$6.11K
|
-146
|
-0.9%
|
|
|
335
|
Maridea Wealth Management
Brooklyn,
New York
|
$682K
|
+$672K
|
+16,058
|
New
|
|
|
336
|
Boltwood Capital Management
Walnut Creek,
California
|
$680K
|
-$11.5K
|
-275
|
-2%
|
|
|
337
|
Patten & Patten
Chattanooga,
Tennessee
|
$678K
|
+$187K
|
+4,465
|
+38%
|
|
|
338
|
Clal Insurance
Tel-Aviv,
Israel
|
$674K
|
–
|
–
|
–
|
|
|
339
|
Trust Company
Manhattan,
Kansas
|
$672K
|
+$40.2K
|
+960
|
+6%
|
|
|
340
|
Impact Investors
San Francisco,
California
|
$666K
|
+$67.2K
|
+1,606
|
+11%
|
|
|
341
|
Valmark Advisers
Akron,
Ohio
|
$659K
|
+$27.8K
|
+665
|
+4%
|
|
|
342
|
Focus Financial Network
Minneapolis,
Minnesota
|
$657K
|
-$70.6K
|
-1,687
|
-10%
|
|
|
343
|
Burford Brothers
Dallas,
Texas
|
$648K
|
+$23.7K
|
+567
|
+4%
|
|
|
344
|
Whittier Trust
South Pasadena,
California
|
$642K
|
-$158K
|
-3,783
|
-20%
|
|
|
345
|
Wealthspire Advisors (New York)
New York
|
$641K
|
+$2.85K
|
+68
|
+0.4%
|
|
|
346
|
Summit Financial
Parsippany,
New Jersey
|
$639K
|
-$133K
|
-3,186
|
-17%
|
|
|
347
|
Rovin Capital
Mesa,
Arizona
|
$631K
|
+$248K
|
+5,935
|
+66%
|
|
|
348
|
Alpha Cubed Investments
Irvine,
California
|
$629K
|
-$289K
|
-6,904
|
-32%
|
|
|
349
|
SBI Securities
Tokyo,
Japan
|
$629K
|
-$24.4K
|
-584
|
-4%
|
|
|
350
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$626K
|
+$4.6K
|
+110
|
+0.7%
|
|
