|
1201
|
Norway Savings Bank
Portland,
Maine
|
$89K
|
-$105K
|
-2,335
|
-57%
|
|
|
1202
|
Tarbox Family Office
Newport Beach,
California
|
$89K
|
+$2.34K
|
+52
|
+3%
|
|
|
1203
|
Landaas & Company
Milwaukee,
Wisconsin
|
$87K
|
+$77.8K
|
+1,732
|
New
|
|
|
1204
|
Financial Engines Advisors
Santa Clara,
California
|
$85K
|
-$14.9K
|
-331
|
-16%
|
|
|
1205
|
Endurance Wealth Management
Providence,
Rhode Island
|
$84K
|
-$8.99K
|
-200
|
-11%
|
|
|
1206
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$84K
|
-$6.74K
|
-150
|
-8%
|
|
|
1207
|
Baystate Wealth Management
Boston,
Massachusetts
|
$83K
|
–
|
–
|
–
|
|
|
1208
|
MCF Advisors
Covington,
Kentucky
|
$83K
|
+$135
|
+3
|
+0.2%
|
|
|
1209
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$78K
|
-$28.8K
|
-640
|
-29%
|
|
|
1210
|
Avior Wealth Management
Omaha,
Nebraska
|
$78K
|
+$8.36K
|
+186
|
+13%
|
|
|
1211
|
|
$77K
|
+$6.56K
|
+146
|
+10%
|
|
|
1212
|
Delta Asset Management
Memphis,
Tennessee
|
$76K
|
-$7.41K
|
-165
|
-10%
|
|
|
1213
|
West Paces Advisors
Atlanta,
Georgia
|
$73.2K
|
–
|
–
|
–
|
|
|
1214
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$73K
|
-$5.17K
|
-115
|
-7%
|
|
|
1215
|
Global Retirement Partners
San Rafael,
California
|
$72K
|
+$3.68K
|
+82
|
+6%
|
|
|
1216
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$68K
|
+$14.1K
|
+314
|
+30%
|
|
|
1217
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$67K
|
+$4.81K
|
+107
|
+9%
|
|
|
1218
|
Nelson Capital Management
Menlo Park,
California
|
$65K
|
–
|
–
|
–
|
|
|
1219
|
First Personal Financial Services
Charlotte,
North Carolina
|
$63K
|
+$38.2K
|
+850
|
+213%
|
|
|
1220
|
Lee Financial
Dallas,
Texas
|
$62K
|
-$19.3K
|
-430
|
-26%
|
|
|
1221
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$60K
|
–
|
–
|
–
|
|
|
1222
|
Tortoise Investment Management
White Plains,
New York
|
$60K
|
–
|
–
|
–
|
|
|
1223
|
Cribstone Capital Management
Augusta,
Maine
|
$59K
|
-$54.5K
|
-1,213
|
-51%
|
|
|
1224
|
Lagoda Investment Management
New York
|
$56K
|
-$5.21K
|
-116
|
-9%
|
|
|
1225
|
Cable Hill Partners
Portland,
Oregon
|
$56K
|
–
|
–
|
–
|
|
