|
651
|
Perigon Wealth Management
San Francisco,
California
|
$214K
|
+$211K
|
+1,199
|
New
|
|
|
652
|
NBT Bank
Norwich,
New York
|
$213K
|
+$210K
|
+1,192
|
New
|
|
|
653
|
Caldwell Trust
Venice,
Florida
|
$213K
|
–
|
–
|
–
|
|
|
654
|
WCM Investment Management
Laguna Beach,
California
|
$212K
|
+$209K
|
+1,188
|
New
|
|
|
655
|
J.W. Cole Advisors
Tampa,
Florida
|
$211K
|
-$122K
|
-693
|
-37%
|
|
|
656
|
Biltmore Family Office
Charlotte,
North Carolina
|
$210K
|
+$207K
|
+1,176
|
New
|
|
|
657
|
Riverview Trust Company
Vancouver,
Washington
|
$209K
|
+$13.5K
|
+77
|
+7%
|
|
|
658
|
VeraBank
Henderson,
Texas
|
$207K
|
+$204K
|
+1,160
|
New
|
|
|
659
|
Blue Square Asset Management
New York
|
$206K
|
+$202K
|
+1,151
|
New
|
|
|
660
|
IHT Wealth Management
Chicago,
Illinois
|
$204K
|
-$118K
|
-672
|
-37%
|
|
|
661
|
PEAK6 Investments
Chicago,
Illinois
|
$202K
|
+$199K
|
+1,133
|
New
|
|
|
662
|
Mission Wealth Management
Santa Barbara,
California
|
$202K
|
+$199K
|
+1,131
|
New
|
|
|
663
|
Klingenstein Fields & Co
New York
|
$201K
|
+$198K
|
+1,126
|
New
|
|
|
664
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$179K
|
–
|
–
|
–
|
|
|
665
|
Ancora Advisors
Cleveland,
Ohio
|
$177K
|
–
|
–
|
–
|
|
|
666
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$176K
|
-$125K
|
-710
|
-42%
|
|
|
667
|
Baker Avenue Asset Management
San Francisco,
California
|
$169K
|
+$166K
|
+946
|
New
|
|
|
668
|
Advisornet Financial
Minnetonka,
Minnesota
|
$167K
|
+$2.46K
|
+14
|
+2%
|
|
|
669
|
CVA Family Office
Denver,
Colorado
|
$162K
|
+$21.1K
|
+120
|
+15%
|
|
|
670
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$160K
|
+$8.26K
|
+47
|
+6%
|
|
|
671
|
PFS Partners
Mine Hill,
New Jersey
|
$150K
|
–
|
–
|
–
|
|
|
672
|
|
$149K
|
+$147K
|
+834
|
New
|
|
|
673
|
Harbour Investments
Madison,
Wisconsin
|
$147K
|
-$1.93K
|
-11
|
-1%
|
|
|
674
|
|
$147K
|
+$33K
|
+188
|
+30%
|
|
|
675
|
Geneos Wealth Management
Englewood,
Colorado
|
$143K
|
+$13.5K
|
+77
|
+11%
|
|
