|
1301
|
Wealthspan Partners
Davenport,
Iowa
|
$351K
|
–
|
–
|
–
|
|
|
1302
|
Catalyst Investment Management
Windham,
New Hampshire
|
$349K
|
+$359K
|
+3,662
|
New
|
|
|
1303
|
Essex Savings Bank
Essex,
Connecticut
|
$348K
|
+$2.06K
|
+21
|
+0.6%
|
|
|
1304
|
Wealth Alliance
Mellville,
New York
|
$346K
|
-$3.04K
|
-31
|
-0.8%
|
|
|
1305
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$346K
|
-$523K
|
-5,333
|
-60%
|
|
|
1306
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$345K
|
–
|
–
|
–
|
|
|
1307
|
Hamilton Wealth
Encino,
California
|
$342K
|
+$135K
|
+1,380
|
+62%
|
|
|
1308
|
Coyle Financial Counsel
Glenview,
Illinois
|
$339K
|
-$46K
|
-469
|
-12%
|
|
|
1309
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$338K
|
+$72.6K
|
+741
|
+26%
|
|
|
1310
|
Traveka Wealth
Los Altos,
California
|
$337K
|
+$3.63K
|
+37
|
+1%
|
|
|
1311
|
Becker Capital Management
Portland,
Oregon
|
$336K
|
+$1.18K
|
+12
|
+0.3%
|
|
|
1312
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$335K
|
-$53.6K
|
-547
|
-13%
|
|
|
1313
|
RWC Asset Management
London,
United Kingdom
|
$334K
|
-$33.4K
|
-341
|
-9%
|
|
|
1314
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$333K
|
-$4.43M
|
-45,169
|
-93%
|
|
|
1315
|
Wilian Securities
Vadnais Heights,
Minnesota
|
$330K
|
+$340K
|
+3,464
|
New
|
|
|
1316
|
Curi RMB Capital
Chicago,
Illinois
|
$329K
|
-$70.8K
|
-722
|
-17%
|
|
|
1317
|
Aprio Wealth Management
Atlanta,
Georgia
|
$327K
|
+$60.8K
|
+620
|
+22%
|
|
|
1318
|
Principle Wealth Partners
Madison,
Connecticut
|
$327K
|
+$2.06K
|
+21
|
+0.6%
|
|
|
1319
|
Seven Mile Advisory
Ewing,
New Jersey
|
$326K
|
-$37.5K
|
-382
|
-10%
|
|
|
1320
|
Security Financial Services
Fort Wayne,
Indiana
|
$326K
|
-$50.5K
|
-515
|
-13%
|
|
|
1321
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$326K
|
-$184K
|
-1,875
|
-35%
|
|
|
1322
|
CRA Financial Services
Northfield,
New Jersey
|
$325K
|
-$40.2K
|
-410
|
-11%
|
|
|
1323
|
Malaga Cove Capital
Pv Estates,
California
|
$324K
|
+$333K
|
+3,397
|
New
|
|
|
1324
|
Godfrey Financial Associates
Glenmont,
New York
|
$322K
|
+$331K
|
+3,375
|
New
|
|
|
1325
|
NBT Bank
Norwich,
New York
|
$322K
|
–
|
–
|
–
|
|
