|
2851
|
GoalVest Advisory
New York
|
$150K
|
+$60.6K
|
+270
|
+63%
|
|
|
2852
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$149K
|
–
|
–
|
–
|
|
|
2853
|
Arlington Trust
Birmingham,
Alabama
|
$148K
|
-$2.37M
|
-10,556
|
-94%
|
|
|
2854
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$148K
|
+$9.21K
|
+41
|
+6%
|
|
|
2855
|
Solstein Capital
Menlo Park,
California
|
$141K
|
–
|
–
|
–
|
|
|
2856
|
Westfuller Advisors
New York
|
$140K
|
-$38.4K
|
-171
|
-21%
|
|
|
2857
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$139K
|
–
|
–
|
–
|
|
|
2858
|
Meridiem Investment Management
London,
United Kingdom
|
$139K
|
–
|
–
|
–
|
|
|
2859
|
Elevation Wealth Partners
Santa Rosa,
California
|
$139K
|
+$127K
|
+564
|
+680%
|
|
|
2860
|
Kemnay Advisory Services
New York
|
$138K
|
+$145K
|
+646
|
New
|
|
|
2861
|
First Command Advisory Services
Fort Worth,
Texas
|
$138K
|
+$32.1K
|
+143
|
+29%
|
|
|
2862
|
RAM Investment Partners
Bellevue,
Washington
|
$136K
|
+$143K
|
+636
|
New
|
|
|
2863
|
Miller Capital Partners
Troy,
Michigan
|
$136K
|
+$142K
|
+633
|
New
|
|
|
2864
|
Cordant Inc
Portland,
Oregon
|
$135K
|
–
|
–
|
–
|
|
|
2865
|
Fairscale Capital
Nashua,
New Hampshire
|
$134K
|
–
|
–
|
–
|
|
|
2866
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$133K
|
+$2.25K
|
+10
|
+2%
|
|
|
2867
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$132K
|
–
|
–
|
–
|
|
|
2868
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$132K
|
–
|
–
|
–
|
|
|
2869
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$132K
|
+$138K
|
+615
|
New
|
|
|
2870
|
Wellington Shields & Co
New York
|
$130K
|
–
|
–
|
–
|
|
|
2871
|
Evelyn Partners Investment Management Services
London,
|
$128K
|
-$76.6K
|
-341
|
-36%
|
|
|
2872
|
Swan Capital
Pensacola,
Florida
|
$127K
|
+$22.5K
|
+100
|
+20%
|
|
|
2873
|
Essential Partners
Rancho Santa Fe,
California
|
$124K
|
+$4.27K
|
+19
|
+3%
|
|
|
2874
|
United Community Bank
Greenville,
South Carolina
|
$124K
|
+$44.9K
|
+200
|
+53%
|
|
|
2875
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$123K
|
+$5.62K
|
+25
|
+5%
|
|
