|
1201
|
Vision Capital Management
Portland,
Oregon
|
$348K
|
–
|
–
|
–
|
|
|
1202
|
Financial Perspectives
Minneapolis,
Minnesota
|
$345K
|
+$527
|
+2
|
+0.2%
|
|
|
1203
|
Indivisible Partners
Clearwater,
Florida
|
$345K
|
+$32.4K
|
+123
|
+11%
|
|
|
1204
|
Baron Wealth Management
Troy,
Michigan
|
$344K
|
-$137K
|
-519
|
-30%
|
|
|
1205
|
Calamos Wealth Management
Naperville,
Illinois
|
$344K
|
-$11.1K
|
-42
|
-3%
|
|
|
1206
|
Spirepoint Private Client
Vero Beach,
Florida
|
$343K
|
-$11.3K
|
-43
|
-3%
|
|
|
1207
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$343K
|
-$9.22K
|
-35
|
-3%
|
|
|
1208
|
|
$343K
|
+$1.84K
|
+7
|
+0.6%
|
|
|
1209
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$342K
|
+$323K
|
+1,228
|
New
|
|
|
1210
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$342K
|
-$78K
|
-296
|
-19%
|
|
|
1211
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$341K
|
+$117K
|
+444
|
+57%
|
|
|
1212
|
Hamilton Capital
Columbus,
Ohio
|
$340K
|
+$7.11K
|
+27
|
+2%
|
|
|
1213
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$338K
|
–
|
–
|
–
|
|
|
1214
|
Prelude Capital Management
New York
|
$338K
|
+$320K
|
+1,214
|
New
|
|
|
1215
|
Bayban
Bayport,
Minnesota
|
$336K
|
-$3.16K
|
-12
|
-1%
|
|
|
1216
|
One Capital Management
Westlake Village,
California
|
$333K
|
–
|
–
|
–
|
|
|
1217
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$332K
|
+$17.1K
|
+65
|
+6%
|
|
|
1218
|
LPWM LLC
Minneapolis,
Minnesota
|
$331K
|
–
|
–
|
–
|
|
|
1219
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$330K
|
+$194K
|
+736
|
+164%
|
|
|
1220
|
Maia Wealth
Denver,
Colorado
|
$330K
|
-$118K
|
-448
|
-27%
|
|
|
1221
|
Cambient Family Office
Ada,
Michigan
|
$330K
|
-$10K
|
-38
|
-3%
|
|
|
1222
|
Los Angeles Capital Management
Los Angeles,
California
|
$330K
|
+$15.3K
|
+58
|
+5%
|
|
|
1223
|
Parthenon LLC
Louisville,
Kentucky
|
$330K
|
–
|
–
|
–
|
|
|
1224
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$328K
|
–
|
–
|
–
|
|
|
1225
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$328K
|
+$310K
|
+1,176
|
New
|
|
