|
1701
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$325K
|
+$205
|
+1
|
+0.1%
|
|
|
1702
|
Somerset Trust
Somerset,
Pennsylvania
|
$324K
|
+$3.28K
|
+16
|
+1%
|
|
|
1703
|
Morningstar Investment Management
Chicago,
Illinois
|
$324K
|
-$14.8K
|
-72
|
-5%
|
|
|
1704
|
Libra Wealth
Los Gatos,
California
|
$323K
|
–
|
–
|
–
|
|
|
1705
|
Orleans Capital Management
Mandeville,
Louisiana
|
$323K
|
–
|
–
|
–
|
|
|
1706
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$323K
|
+$328K
|
+1,600
|
New
|
|
|
1707
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$323K
|
+$1.44K
|
+7
|
+0.4%
|
|
|
1708
|
Aprio Wealth Management
Atlanta,
Georgia
|
$323K
|
-$3.28K
|
-16
|
-1%
|
|
|
1709
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$322K
|
+$131K
|
+640
|
+67%
|
|
|
1710
|
Fermata Advisors
Sonoma,
California
|
$322K
|
-$3.08K
|
-15
|
-0.9%
|
|
|
1711
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$321K
|
+$205K
|
+1,000
|
+170%
|
|
|
1712
|
Quantum Private Wealth
Tampa,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
1713
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$320K
|
-$7.25M
|
-35,369
|
-96%
|
|
|
1714
|
SageView Advisory Group
Newport Beach,
California
|
$320K
|
-$712K
|
-3,470
|
-69%
|
|
|
1715
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$319K
|
+$324K
|
+1,578
|
New
|
|
|
1716
|
Blue Barn Wealth
Orem,
Utah
|
$319K
|
+$48.4K
|
+236
|
+18%
|
|
|
1717
|
Chapin Davis
Baltimore,
Maryland
|
$318K
|
-$6.36K
|
-31
|
-2%
|
|
|
1718
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$318K
|
-$3.2M
|
-15,585
|
-91%
|
|
|
1719
|
Investment Advisory Services
The Woodlands,
Texas
|
$317K
|
-$34.3K
|
-167
|
-10%
|
|
|
1720
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$316K
|
-$7.79K
|
-38
|
-2%
|
|
|
1721
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$316K
|
–
|
–
|
–
|
|
|
1722
|
Washington Trust
Westerly,
Rhode Island
|
$314K
|
–
|
–
|
–
|
|
|
1723
|
Allen Capital Group
Grand Island,
Nebraska
|
$314K
|
+$38.4K
|
+187
|
+14%
|
|
|
1724
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$314K
|
-$5.95K
|
-29
|
-2%
|
|
|
1725
|
Fiduciary Alliance
Greenville,
South Carolina
|
$313K
|
+$123K
|
+600
|
+63%
|
|
