|
1001
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$577K
|
-$22.6K
|
-225
|
-4%
|
|
|
1002
|
Old Port Advisors
Portland,
Maine
|
$576K
|
-$138K
|
-1,372
|
-20%
|
|
|
1003
|
Princeton Capital Management
Red Bank,
New Jersey
|
$576K
|
-$5.42K
|
-54
|
-0.9%
|
|
|
1004
|
Flaharty Asset Management
Clearwater,
Florida
|
$576K
|
+$301
|
+3
|
+0.1%
|
|
|
1005
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$574K
|
-$30.1K
|
-300
|
-5%
|
|
|
1006
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$574K
|
–
|
–
|
–
|
|
|
1007
|
HeadInvest LLC
Portland,
Maine
|
$574K
|
+$10.6K
|
+106
|
+2%
|
|
|
1008
|
Sandy Spring Bank
Olney,
Maryland
|
$574K
|
+$27K
|
+269
|
+5%
|
|
|
1009
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$572K
|
+$3.82K
|
+38
|
+0.7%
|
|
|
1010
|
Detalus Advisors
St. Louis,
Missouri
|
$570K
|
+$231K
|
+2,302
|
+66%
|
|
|
1011
|
International Assets Investment Management
Orlando,
Florida
|
$567K
|
-$948K
|
-9,439
|
-62%
|
|
|
1012
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$564K
|
–
|
–
|
–
|
|
|
1013
|
Clearstead Trust
Portland,
Maine
|
$563K
|
–
|
–
|
–
|
|
|
1014
|
Wintrust Investments
Chicago,
Illinois
|
$557K
|
-$4.02K
|
-40
|
-0.7%
|
|
|
1015
|
Edgewood Management
Greenwich,
Connecticut
|
$556K
|
–
|
–
|
–
|
|
|
1016
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$556K
|
+$112K
|
+1,114
|
+25%
|
|
|
1017
|
Charles Schwab Trust
Henderson,
Nevada
|
$553K
|
–
|
–
|
–
|
|
|
1018
|
Personal CFO Solutions
Chester,
New Jersey
|
$552K
|
+$703
|
+7
|
+0.1%
|
|
|
1019
|
WrapManager Inc
Mill Valley,
California
|
$551K
|
+$4.42K
|
+44
|
+0.8%
|
|
|
1020
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$550K
|
-$74K
|
-737
|
-30%
|
|
|
1021
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$550K
|
+$560K
|
+5,575
|
New
|
|
|
1022
|
Kings Point Capital Management
Great Neck,
New York
|
$549K
|
+$804
|
+8
|
+0.1%
|
|
|
1023
|
Clarity Financial
Houston,
Texas
|
$549K
|
+$145K
|
+1,443
|
+35%
|
|
|
1024
|
Asahi Life Asset Management
Tokyo,
Japan
|
$546K
|
-$36.2K
|
-360
|
-6%
|
|
|
1025
|
Bard Financial Services
Branford,
Connecticut
|
$546K
|
–
|
–
|
–
|
|
