|
1601
|
Columbia Trust
Portland,
Oregon
|
$350K
|
–
|
–
|
–
|
|
|
1602
|
Norway Savings Bank
Portland,
Maine
|
$349K
|
-$23.5K
|
-96
|
-6%
|
|
|
1603
|
DeDora Capital
Napa,
California
|
$348K
|
+$3.67K
|
+15
|
+1%
|
|
|
1604
|
First Financial Corp
Terre Haute,
Indiana
|
$347K
|
+$1.71K
|
+7
|
+0.5%
|
|
|
1605
|
Keystone Wealth Services
Palm Desert,
California
|
$347K
|
+$8.57K
|
+35
|
+2%
|
|
|
1606
|
High Note Wealth
Deephaven,
Minnesota
|
$345K
|
+$77.8K
|
+318
|
+25%
|
|
|
1607
|
Chatham Capital Group
Savannah,
Georgia
|
$344K
|
–
|
–
|
–
|
|
|
1608
|
ICA Group Wealth Management
Denver,
Colorado
|
$343K
|
+$127K
|
+519
|
+53%
|
|
|
1609
|
Brightworth
Atlanta,
Georgia
|
$342K
|
–
|
–
|
–
|
|
|
1610
|
Stewart & Patten Company
Lafayette,
California
|
$339K
|
+$363K
|
+1,482
|
New
|
|
|
1611
|
Veracity Capital
Atlanta,
Georgia
|
$338K
|
-$12.5K
|
-51
|
-3%
|
|
|
1612
|
Echo45 Advisors
Walnut Creek,
California
|
$335K
|
+$8.32K
|
+34
|
+2%
|
|
|
1613
|
Wealth Alliance
Mellville,
New York
|
$335K
|
+$32.3K
|
+132
|
+10%
|
|
|
1614
|
Cardiff Park Advisors
Carlsbad,
California
|
$334K
|
-$10.8K
|
-44
|
-3%
|
|
|
1615
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$332K
|
-$27.7K
|
-113
|
-7%
|
|
|
1616
|
VisionPoint Advisory Group
Dallas,
Texas
|
$332K
|
+$20.8K
|
+85
|
+6%
|
|
|
1617
|
Acima Private Wealth
Richmond,
Virginia
|
$332K
|
–
|
–
|
–
|
|
|
1618
|
Financial Engines Advisors
Santa Clara,
California
|
$331K
|
+$10.3K
|
+42
|
+3%
|
|
|
1619
|
WealthSource Partners
San Luis Obispo,
California
|
$329K
|
+$14.7K
|
+60
|
+4%
|
|
|
1620
|
Tectonic Advisors
Frisco,
Texas
|
$329K
|
+$32.3K
|
+132
|
+10%
|
|
|
1621
|
M Holdings Securities
Portland,
Oregon
|
$328K
|
-$7.59K
|
-31
|
-2%
|
|
|
1622
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$327K
|
–
|
–
|
–
|
|
|
1623
|
Curated Wealth Partners
El Segundo,
California
|
$326K
|
-$20.1K
|
-82
|
-5%
|
|
|
1624
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$326K
|
–
|
–
|
–
|
|
|
1625
|
KRS Capital Management
Bloomfield,
Michigan
|
$326K
|
+$5.63K
|
+23
|
+2%
|
|
