|
1101
|
Spinnaker Trust
Portland,
Maine
|
$360K
|
–
|
–
|
–
|
|
|
1102
|
WealthShield Partners
Cary,
North Carolina
|
$358K
|
+$317K
|
+11,330
|
New
|
|
|
1103
|
Evermay Wealth Management
Arlington,
Virginia
|
$356K
|
-$27.7K
|
-990
|
-8%
|
|
|
1104
|
Trust Asset Management
Houston,
Texas
|
$351K
|
+$312K
|
+11,130
|
New
|
|
|
1105
|
|
$350K
|
-$2.24K
|
-80
|
-0.7%
|
|
|
1106
|
IPG Investment Advisors
San Diego,
California
|
$349K
|
–
|
–
|
–
|
|
|
1107
|
James Investment Research
Alpha,
Ohio
|
$347K
|
-$154K
|
-5,500
|
-33%
|
|
|
1108
|
Valeo Financial Advisors
Carmel,
Indiana
|
$347K
|
+$33.6K
|
+1,200
|
+12%
|
|
|
1109
|
New Vernon Investment Management
Highland Park,
Illinois
|
$347K
|
+$308K
|
+11,000
|
New
|
|
|
1110
|
|
$345K
|
-$3.63M
|
-129,720
|
-92%
|
|
|
1111
|
Wintrust Investments
Chicago,
Illinois
|
$344K
|
+$305K
|
+10,910
|
New
|
|
|
1112
|
Essex Savings Bank
Essex,
Connecticut
|
$340K
|
+$6.44K
|
+230
|
+2%
|
|
|
1113
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$339K
|
-$19.6K
|
-700
|
-6%
|
|
|
1114
|
Savant Capital
Rockford,
Illinois
|
$338K
|
-$18.8K
|
-670
|
-6%
|
|
|
1115
|
Covenant Asset Management
Chester,
New Jersey
|
$337K
|
+$299K
|
+10,690
|
New
|
|
|
1116
|
Voya Financial Advisors
Windsor,
Connecticut
|
$332K
|
-$52.6K
|
-1,880
|
-15%
|
|
|
1117
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$331K
|
+$18.2K
|
+650
|
+7%
|
|
|
1118
|
Wealth Quarterback
Toms River,
New Jersey
|
$331K
|
+$63.5K
|
+2,270
|
+28%
|
|
|
1119
|
Focus Financial Network
Minneapolis,
Minnesota
|
$330K
|
+$560
|
+20
|
+0.2%
|
|
|
1120
|
Personal CFO Solutions
Chester,
New Jersey
|
$327K
|
+$290K
|
+10,350
|
New
|
|
|
1121
|
Balentine LLC
Atlanta,
Georgia
|
$325K
|
+$169K
|
+6,030
|
+141%
|
|
|
1122
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$324K
|
-$2.72M
|
-97,050
|
-90%
|
|
|
1123
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$323K
|
+$286K
|
+10,230
|
New
|
|
|
1124
|
WBH Advisory
Baltimore,
Maryland
|
$316K
|
+$11.8K
|
+420
|
+4%
|
|
|
1125
|
PAX Financial Group
San Antonio,
Texas
|
$316K
|
+$56.8K
|
+2,030
|
+25%
|
|
