|
1201
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$217K
|
-$75.9K
|
-166
|
-28%
|
|
|
1202
|
Heritage Financial Services
Westwood,
Massachusetts
|
$217K
|
-$8.69K
|
-19
|
-4%
|
|
|
1203
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$216K
|
-$183K
|
-400
|
-48%
|
|
|
1204
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$215K
|
+$192K
|
+421
|
New
|
|
|
1205
|
Cypress Wealth Services
Palm Desert,
California
|
$215K
|
+$200K
|
+437
|
New
|
|
|
1206
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$214K
|
–
|
–
|
–
|
|
|
1207
|
Kings Point Capital Management
Great Neck,
New York
|
$214K
|
–
|
–
|
–
|
|
|
1208
|
V Wealth Advisors
Overland Park,
Kansas
|
$213K
|
+$198K
|
+433
|
New
|
|
|
1209
|
International Assets Investment Management
Orlando,
Florida
|
$213K
|
+$198K
|
+434
|
New
|
|
|
1210
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$211K
|
+$196K
|
+429
|
New
|
|
|
1211
|
Sompo Asset Management
Tokyo,
Japan
|
$211K
|
+$197K
|
+430
|
New
|
|
|
1212
|
Wallington Asset Management
Indianapolis,
Indiana
|
$210K
|
+$196K
|
+428
|
New
|
|
|
1213
|
Appleton Partners
Boston,
Massachusetts
|
$209K
|
-$27.9K
|
-61
|
-13%
|
|
|
1214
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$209K
|
-$10.1K
|
-22
|
-5%
|
|
|
1215
|
180 Wealth Advisors
Federal Way,
Washington
|
$209K
|
+$185K
|
+404
|
New
|
|
|
1216
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$209K
|
+$194K
|
+425
|
New
|
|
|
1217
|
Goelzer Investment Management
Carmel,
Indiana
|
$209K
|
+$195K
|
+426
|
New
|
|
|
1218
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$208K
|
-$48K
|
-105
|
-20%
|
|
|
1219
|
|
$207K
|
–
|
–
|
–
|
|
|
1220
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$207K
|
+$193K
|
+422
|
New
|
|
|
1221
|
Parallax Volatility Advisers
San Francisco,
California
|
$206K
|
+$192K
|
+419
|
New
|
|
|
1222
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$206K
|
+$192K
|
+420
|
New
|
|
|
1223
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$206K
|
+$192K
|
+420
|
New
|
|
|
1224
|
Ballast Inc
Lexington,
Kentucky
|
$206K
|
+$192K
|
+421
|
New
|
|
|
1225
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$205K
|
+$191K
|
+417
|
New
|
|
