|
701
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$205K
|
+$33.3K
|
+271
|
+21%
|
|
|
702
|
Total Wealth Planning
Cincinnati,
Ohio
|
$205K
|
+$107K
|
+870
|
+51%
|
|
|
703
|
Trivium Point Advisory
Westport,
Connecticut
|
$205K
|
+$190K
|
+1,546
|
New
|
|
|
704
|
Siemens Fonds Invest
Munich,
Germany
|
$204K
|
+$188K
|
+1,525
|
New
|
|
|
705
|
WrapManager Inc
Mill Valley,
California
|
$203K
|
+$188K
|
+1,526
|
New
|
|
|
706
|
TDAM USA
Toronto,
Ontario, Canada
|
$202K
|
+$187K
|
+1,519
|
New
|
|
|
707
|
Riverview Trust Company
Vancouver,
Washington
|
$200K
|
–
|
–
|
–
|
|
|
708
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$199K
|
–
|
–
|
–
|
|
|
709
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$194K
|
+$10.7K
|
+87
|
+6%
|
|
|
710
|
TCI Wealth Advisors
Tucson,
Arizona
|
$189K
|
-$16.5K
|
-134
|
-9%
|
|
|
711
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$180K
|
+$10.8K
|
+88
|
+7%
|
|
|
712
|
Belpointe Asset Management
Reno,
Nevada
|
$180K
|
+$166K
|
+1,350
|
New
|
|
|
713
|
Focused Wealth Management
Newburgh,
New York
|
$170K
|
–
|
–
|
–
|
|
|
714
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$163K
|
-$2.95K
|
-24
|
-2%
|
|
|
715
|
Glassman Wealth Services
Vienna,
Virginia
|
$157K
|
+$3.32K
|
+27
|
+2%
|
|
|
716
|
Milestone Wealth
Buffalo,
New York
|
$155K
|
+$143K
|
+1,164
|
New
|
|
|
717
|
Brown Brothers Harriman & Co
New York
|
$145K
|
+$86.1K
|
+700
|
+178%
|
|
|
718
|
Westpac Banking Corp
Sydney,
Australia
|
$142K
|
-$3.09M
|
-25,125
|
-96%
|
|
|
719
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$141K
|
–
|
–
|
–
|
|
|
720
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$141K
|
+$130K
|
+1,060
|
New
|
|
|
721
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$137K
|
+$127K
|
+1,032
|
New
|
|
|
722
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$132K
|
-$65.8K
|
-535
|
-35%
|
|
|
723
|
GraniteShares Advisors
New York
|
$132K
|
+$123K
|
+998
|
New
|
|
|
724
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
725
|
|
$119K
|
–
|
–
|
–
|
|
