|
1101
|
Northeast Investment Management
Boston,
Massachusetts
|
$225K
|
–
|
–
|
–
|
|
|
1102
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$223K
|
-$6.17K
|
-111
|
-3%
|
|
|
1103
|
Pavion Blue Capital
Newport Beach,
California
|
$223K
|
–
|
–
|
–
|
|
|
1104
|
Asset Dedication LLC
San Francisco,
California
|
$223K
|
-$10.5K
|
-189
|
-4%
|
|
|
1105
|
Townsend & Associates
Westminster,
Colorado
|
$222K
|
–
|
–
|
–
|
|
|
1106
|
Montis Financial
Waltham,
Massachusetts
|
$222K
|
+$13.8K
|
+249
|
+6%
|
|
|
1107
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$222K
|
–
|
–
|
–
|
|
|
1108
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$221K
|
+$5.56K
|
+100
|
+2%
|
|
|
1109
|
Northwest Financial Advisors
Herndon,
Virginia
|
$221K
|
-$7.62K
|
-137
|
-3%
|
|
|
1110
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$221K
|
-$40.4K
|
-726
|
-15%
|
|
|
1111
|
TigerOak Management
Albuquerque,
New Mexico
|
$220K
|
–
|
–
|
–
|
|
|
1112
|
Trust Point Inc
La Crosse,
Wisconsin
|
$220K
|
-$6.17K
|
-111
|
-3%
|
|
|
1113
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$220K
|
+$10.3K
|
+186
|
+5%
|
|
|
1114
|
Avidian Wealth Enterprises
Houston,
Texas
|
$219K
|
-$14.7K
|
-264
|
-6%
|
|
|
1115
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$219K
|
+$230K
|
+4,145
|
New
|
|
|
1116
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$219K
|
+$3.5K
|
+63
|
+2%
|
|
|
1117
|
Parsonex Advisory Services
Englewood,
Colorado
|
$219K
|
-$28.1K
|
-506
|
-11%
|
|
|
1118
|
BSW Wealth Partners
Boulder,
Colorado
|
$218K
|
-$53.6K
|
-964
|
-19%
|
|
|
1119
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$217K
|
+$5.95K
|
+107
|
+3%
|
|
|
1120
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$216K
|
+$4.22K
|
+76
|
+2%
|
|
|
1121
|
Patton Fund Management
Dallas,
Texas
|
$215K
|
+$22.6K
|
+406
|
+11%
|
|
|
1122
|
Cooper Financial Group
Irvine,
California
|
$215K
|
+$24.5K
|
+441
|
+12%
|
|
|
1123
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$215K
|
+$111
|
+2
|
+0%
|
|
|
1124
|
Chicago Trust
Grayslake,
Illinois
|
$215K
|
-$20K
|
-360
|
-8%
|
|
|
1125
|
Ariadne Wealth Management
Santa Barbara,
California
|
$214K
|
+$183K
|
+3,295
|
New
|
|
