|
1226
|
Trillium Asset Management
Boston,
Massachusetts
|
$357K
|
–
|
–
|
–
|
|
|
1227
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$357K
|
+$1.8K
|
+24
|
+0.5%
|
|
|
1228
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$356K
|
+$336K
|
+4,466
|
New
|
|
|
1229
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$355K
|
-$335K
|
-4,458
|
-50%
|
|
|
1230
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$353K
|
-$15K
|
-200
|
-4%
|
|
|
1231
|
Arden Trust
Wilmington,
Delaware
|
$352K
|
-$81.4K
|
-1,083
|
-20%
|
|
|
1232
|
CX Institutional
Auburn,
Indiana
|
$352K
|
-$168K
|
-2,236
|
-34%
|
|
|
1233
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$352K
|
-$22.9K
|
-304
|
-6%
|
|
|
1234
|
Forum Financial Management
Lombard,
Illinois
|
$351K
|
–
|
–
|
–
|
|
|
1235
|
AssetMark Inc
Concord,
California
|
$350K
|
-$294K
|
-3,916
|
-47%
|
|
|
1236
|
Horizon Wealth Management
La Grange,
Illinois
|
$350K
|
-$1.13K
|
-15
|
-0.3%
|
|
|
1237
|
Brady Family Wealth
Saint Louis,
Missouri
|
$349K
|
-$14.7K
|
-195
|
-4%
|
|
|
1238
|
Belmont Capital
Los Angeles,
California
|
$348K
|
–
|
–
|
–
|
|
|
1239
|
Human Investing
Lake Oswego,
Oregon
|
$348K
|
-$120K
|
-1,599
|
-27%
|
|
|
1240
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$348K
|
-$1.13K
|
-15
|
-0.3%
|
|
|
1241
|
USA Financial Formulas
Ada,
Michigan
|
$347K
|
+$328K
|
+4,358
|
New
|
|
|
1242
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$346K
|
-$35K
|
-466
|
-10%
|
|
|
1243
|
Goepper Burkhardt
Greenville,
South Carolina
|
$345K
|
+$5.41K
|
+72
|
+2%
|
|
|
1244
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$345K
|
+$6.62K
|
+88
|
+2%
|
|
|
1245
|
Traveka Wealth
Los Altos,
California
|
$345K
|
+$325K
|
+4,327
|
New
|
|
|
1246
|
Naples Global Advisors
Naples,
Florida
|
$345K
|
-$11.3K
|
-150
|
-3%
|
|
|
1247
|
Venturi Wealth Management
Austin,
Texas
|
$343K
|
+$11.3K
|
+150
|
+4%
|
|
|
1248
|
Canal Capital Management
Richmond,
Virginia
|
$341K
|
–
|
–
|
–
|
|
|
1249
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$340K
|
+$27.9K
|
+371
|
+10%
|
|
|
1250
|
Fulcrum Equity Management
Plano,
Texas
|
$339K
|
+$11K
|
+146
|
+4%
|
|
