|
926
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$764K
|
+$426K
|
+6,715
|
+110%
|
|
|
927
|
Stonebridge Capital Management
Los Angeles,
California
|
$763K
|
–
|
–
|
–
|
|
|
928
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$758K
|
-$64.8K
|
-1,022
|
-7%
|
|
|
929
|
Shufro Rose & Co
New York
|
$755K
|
+$6.66K
|
+105
|
+0.8%
|
|
|
930
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$751K
|
–
|
–
|
–
|
|
|
931
|
HeadInvest LLC
Portland,
Maine
|
$750K
|
-$54.2K
|
-855
|
-6%
|
|
|
932
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$746K
|
–
|
–
|
–
|
|
|
933
|
Santa Fe Partners
Santa Fe,
New Mexico
|
$743K
|
-$1.01M
|
-15,913
|
-56%
|
|
|
934
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$743K
|
-$55.9K
|
-881
|
-7%
|
|
|
935
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$740K
|
+$44.4K
|
+700
|
+6%
|
|
|
936
|
Halsey Associates
New Haven,
Connecticut
|
$738K
|
–
|
–
|
–
|
|
|
937
|
Washington Trust Bank
Spokane,
Washington
|
$738K
|
+$112K
|
+1,760
|
+16%
|
|
|
938
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$734K
|
–
|
–
|
–
|
|
|
939
|
Montecito Bank & Trust
Santa Barbara,
California
|
$729K
|
-$99.9K
|
-1,575
|
-11%
|
|
|
940
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$726K
|
–
|
–
|
–
|
|
|
941
|
Cue Advisory Services
Phoenix,
Arizona
|
$724K
|
+$51.7K
|
+815
|
+7%
|
|
|
942
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$720K
|
+$298K
|
+4,700
|
+63%
|
|
|
943
|
Koshinski Asset Management
Decatur,
Illinois
|
$717K
|
-$16.7K
|
-264
|
-2%
|
|
|
944
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$712K
|
-$289K
|
-4,551
|
-27%
|
|
|
945
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$710K
|
–
|
–
|
–
|
|
|
946
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$709K
|
+$140K
|
+2,200
|
+23%
|
|
|
947
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$703K
|
–
|
–
|
–
|
|
|
948
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$702K
|
-$28.8K
|
-454
|
-4%
|
|
|
949
|
Bison Wealth
Atlanta,
Georgia
|
$700K
|
+$100K
|
+1,583
|
+15%
|
|
|
950
|
SignatureFD
Atlanta,
Georgia
|
$696K
|
+$142K
|
+2,235
|
+23%
|
|
