|
2701
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$335K
|
+$317K
|
+6,488
|
New
|
|
|
2702
|
Private Wealth Management Group
Princeton,
New Jersey
|
$335K
|
–
|
–
|
–
|
|
|
2703
|
Members Trust
Tampa,
Florida
|
$334K
|
+$17.9K
|
+367
|
+6%
|
|
|
2704
|
Jackson Square Capital
San Francisco,
California
|
$334K
|
+$52.5K
|
+1,076
|
+20%
|
|
|
2705
|
Citrine Capital
San Francisco,
California
|
$334K
|
–
|
–
|
–
|
|
|
2706
|
Infrastructure Capital Advisors
New York
|
$333K
|
-$2.27M
|
-46,598
|
-88%
|
|
|
2707
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$333K
|
+$1.51K
|
+31
|
+0.5%
|
|
|
2708
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$333K
|
+$9.42K
|
+193
|
+3%
|
|
|
2709
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$332K
|
–
|
–
|
–
|
|
|
2710
|
Fortress Financial Group
Rochester,
Minnesota
|
$332K
|
+$1.56K
|
+32
|
+0.5%
|
|
|
2711
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$332K
|
-$4.93K
|
-101
|
-2%
|
|
|
2712
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$331K
|
+$313K
|
+6,408
|
New
|
|
|
2713
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$330K
|
-$3.02K
|
-62
|
-1%
|
|
|
2714
|
Scott Capital Advisors
Portland,
Oregon
|
$330K
|
+$98
|
+2
|
+0%
|
|
|
2715
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$329K
|
-$325K
|
-6,668
|
-51%
|
|
|
2716
|
EFG Asset Management (Americas)
Miami,
Florida
|
$327K
|
+$2.34K
|
+48
|
+0.8%
|
|
|
2717
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$327K
|
–
|
–
|
–
|
|
|
2718
|
Gerber LLC
Columbus,
Ohio
|
$327K
|
-$12K
|
-245
|
-4%
|
|
|
2719
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$326K
|
-$33.4K
|
-685
|
-10%
|
|
|
2720
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$326K
|
-$14.1K
|
-289
|
-4%
|
|
|
2721
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$326K
|
-$73.9K
|
-1,514
|
-19%
|
|
|
2722
|
Morling Financial Advisors
Fremont,
California
|
$325K
|
-$5.17K
|
-106
|
-2%
|
|
|
2723
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$325K
|
+$13.4K
|
+274
|
+5%
|
|
|
2724
|
Invested Advisors
State College,
Pennsylvania
|
$325K
|
+$343K
|
+7,038
|
New
|
|
|
2725
|
Bangor Savings Bank
Bangor,
Maine
|
$325K
|
-$12.1K
|
-247
|
-4%
|
|
