|
1001
|
SlateStone Wealth
Jupiter,
Florida
|
$218K
|
+$204K
|
+1,858
|
New
|
|
|
1002
|
Seneca Financial Advisors
Rochester,
New York
|
$217K
|
+$204K
|
+1,851
|
New
|
|
|
1003
|
Trivium Point Advisory
Westport,
Connecticut
|
$216K
|
+$203K
|
+1,842
|
New
|
|
|
1004
|
Rothschild Investment LLC
Chicago,
Illinois
|
$216K
|
+$202K
|
+1,840
|
New
|
|
|
1005
|
Davidson Trust Company
Seattle,
Washington
|
$213K
|
+$200K
|
+1,818
|
New
|
|
|
1006
|
Allspring Global Investments
Charlotte,
North Carolina
|
$213K
|
+$196K
|
+1,782
|
+5,241%
|
|
|
1007
|
Soundmark Wealth Management
Kirkland,
Washington
|
$211K
|
+$198K
|
+1,800
|
New
|
|
|
1008
|
KPP Advisory Services
Louisville,
Kentucky
|
$211K
|
-$19K
|
-173
|
-9%
|
|
|
1009
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$210K
|
+$197K
|
+1,790
|
New
|
|
|
1010
|
Advisory Alpha
Holland,
Michigan
|
$209K
|
+$196K
|
+1,783
|
New
|
|
|
1011
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$208K
|
+$195K
|
+1,771
|
New
|
|
|
1012
|
Anchor Investment Management
Columbia,
South Carolina
|
$207K
|
-$7.59K
|
-69
|
-4%
|
|
|
1013
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$207K
|
+$194K
|
+1,766
|
New
|
|
|
1014
|
Sargent Investment Group
Bethesda,
Maryland
|
$207K
|
-$77K
|
-700
|
-28%
|
|
|
1015
|
Objective Capital Management
Pepper Pike,
Ohio
|
$206K
|
+$194K
|
+1,760
|
New
|
|
|
1016
|
Columbia Trust
Portland,
Oregon
|
$205K
|
+$193K
|
+1,750
|
New
|
|
|
1017
|
Waverly Advisors
Birmingham,
Alabama
|
$205K
|
+$192K
|
+1,748
|
New
|
|
|
1018
|
Vicus Capital
State College,
Pennsylvania
|
$205K
|
-$97.3K
|
-884
|
-34%
|
|
|
1019
|
Cairn Investment Group
Vancouver,
Washington
|
$204K
|
+$192K
|
+1,742
|
New
|
|
|
1020
|
Crestone Asset Management
Boulder,
Colorado
|
$204K
|
-$106K
|
-963
|
-36%
|
|
|
1021
|
Moseley Investment Management
Bradenton,
Florida
|
$204K
|
-$77K
|
-700
|
-29%
|
|
|
1022
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$204K
|
+$220
|
+2
|
+0.1%
|
|
|
1023
|
LJI Wealth Management
Indianapolis,
Indiana
|
$204K
|
+$191K
|
+1,737
|
New
|
|
|
1024
|
|
$203K
|
–
|
–
|
–
|
|
|
1025
|
HoyleCohen
San Diego,
California
|
$203K
|
+$191K
|
+1,734
|
New
|
|
