|
2701
|
Heritage Financial Services
Westwood,
Massachusetts
|
$285K
|
-$27.9K
|
-183
|
-8%
|
|
|
2702
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$285K
|
+$7.78K
|
+51
|
+3%
|
|
|
2703
|
Astoria Portfolio Advisors
New York
|
$285K
|
+$52.5K
|
+344
|
+21%
|
|
|
2704
|
Transatlantique Private Wealth
New York
|
$285K
|
+$87.7K
|
+575
|
+41%
|
|
|
2705
|
Falcon Wealth Planning
Ontario,
California
|
$284K
|
+$9.3K
|
+61
|
+3%
|
|
|
2706
|
Arlington Partners
Birmingham,
Alabama
|
$283K
|
-$39.3K
|
-258
|
-12%
|
|
|
2707
|
Aufman Associates
Sewickley,
Pennsylvania
|
$283K
|
+$2.9K
|
+19
|
+1%
|
|
|
2708
|
Triton Wealth Management
Sun City,
Arizona
|
$282K
|
-$3.35K
|
-22
|
-1%
|
|
|
2709
|
BCM Advisors
Lafayette,
Louisiana
|
$278K
|
–
|
–
|
–
|
|
|
2710
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$278K
|
+$81.7K
|
+536
|
+38%
|
|
|
2711
|
Sara-Bay Financial
Sarasota,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
2712
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$277K
|
+$294K
|
+1,929
|
New
|
|
|
2713
|
Sterling Financial Planning
Sparta,
New Jersey
|
$276K
|
–
|
–
|
–
|
|
|
2714
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$276K
|
+$4.58K
|
+30
|
+2%
|
|
|
2715
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$275K
|
–
|
–
|
–
|
|
|
2716
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$275K
|
–
|
–
|
–
|
|
|
2717
|
ML&R Wealth Management
Austin,
Texas
|
$275K
|
+$2.59K
|
+17
|
+0.9%
|
|
|
2718
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$275K
|
+$291K
|
+1,909
|
New
|
|
|
2719
|
WCM Investment Management
Laguna Beach,
California
|
$274K
|
–
|
–
|
–
|
|
|
2720
|
AllSquare Wealth Management
Albany,
New York
|
$273K
|
–
|
–
|
–
|
|
|
2721
|
Mason & Associates (California)
Los Angeles,
California
|
$273K
|
–
|
–
|
–
|
|
|
2722
|
Stone Summit Wealth
Miami,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
2723
|
MV Capital Management
Bethesda,
Maryland
|
$273K
|
+$26.4K
|
+173
|
+10%
|
|
|
2724
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$272K
|
-$305
|
-2
|
-0.1%
|
|
|
2725
|
Truepoint Inc
Cincinnati,
Ohio
|
$272K
|
+$289K
|
+1,892
|
New
|
|
