|
1301
|
Insight Folios
Charlotte,
North Carolina
|
$244K
|
+$36K
|
+454
|
+16%
|
|
|
1302
|
Quest Capital Management
Dallas,
Texas
|
$243K
|
–
|
–
|
–
|
|
|
1303
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
1304
|
Fountainhead AM
Warren,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
1305
|
LVM Capital Management
Portage,
Michigan
|
$242K
|
–
|
–
|
–
|
|
|
1306
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
1307
|
Columbia Trust
Portland,
Oregon
|
$242K
|
+$15.9K
|
+200
|
+7%
|
|
|
1308
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$242K
|
+$24.8K
|
+312
|
+11%
|
|
|
1309
|
Paradigm Asset Management
New York
|
$242K
|
-$23.8K
|
-300
|
-9%
|
|
|
1310
|
Nomura Holdings
Tokyo,
Japan
|
$241K
|
-$1.48M
|
-18,689
|
-85%
|
|
|
1311
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$240K
|
+$17.5K
|
+221
|
+7%
|
|
|
1312
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$238K
|
-$1.99K
|
-25
|
-0.8%
|
|
|
1313
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$237K
|
-$7.23K
|
-91
|
-3%
|
|
|
1314
|
Hartline Investment Corp
Winnetka,
Illinois
|
$237K
|
–
|
–
|
–
|
|
|
1315
|
|
$233K
|
-$3.97K
|
-50
|
-2%
|
|
|
1316
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$233K
|
–
|
–
|
–
|
|
|
1317
|
Thompson Investment Management
Madison,
Wisconsin
|
$232K
|
-$159K
|
-2,000
|
-39%
|
|
|
1318
|
Whalerock Point Partners
Providence,
Rhode Island
|
$232K
|
+$244K
|
+3,075
|
New
|
|
|
1319
|
PRW Wealth Management
Quincy,
Massachusetts
|
$231K
|
-$1.09M
|
-13,707
|
-82%
|
|
|
1320
|
Pantheon Investment Group
Sierra Madre,
California
|
$231K
|
-$29.8K
|
-375
|
-11%
|
|
|
1321
|
First National Bank of South Miami
South Miami,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
1322
|
Stokes Family Office
New Orleans,
Louisiana
|
$230K
|
-$198K
|
-2,489
|
-45%
|
|
|
1323
|
First Foundation Advisors
Irvine,
California
|
$230K
|
-$10.2K
|
-128
|
-4%
|
|
|
1324
|
Creative Financial Designs
Kokomo,
Indiana
|
$229K
|
-$64.2K
|
-808
|
-21%
|
|
|
1325
|
Aspire Private Capital
Cornelius,
North Carolina
|
$229K
|
–
|
–
|
–
|
|
