|
1301
|
Eagle Bay Advisors
New York
|
$224K
|
+$10.5K
|
+279
|
+5%
|
|
|
1302
|
Van Strum & Towne
San Francisco,
California
|
$224K
|
–
|
–
|
–
|
|
|
1303
|
Worth Asset Management
Dallas,
Texas
|
$224K
|
–
|
–
|
–
|
|
|
1304
|
Institute for Wealth Management
Denver,
Colorado
|
$224K
|
+$1.51K
|
+40
|
+0.7%
|
|
|
1305
|
Apricus Wealth
Beaufort,
South Carolina
|
$223K
|
–
|
–
|
–
|
|
|
1306
|
Thomas Story & Son
Culver,
Indiana
|
$223K
|
–
|
–
|
–
|
|
|
1307
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$223K
|
+$229K
|
+6,075
|
New
|
|
|
1308
|
Fiduciary Family Office
Boca Raton,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
1309
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$223K
|
–
|
–
|
–
|
|
|
1310
|
Klingman & Associates
New York
|
$223K
|
–
|
–
|
–
|
|
|
1311
|
Members Trust
Tampa,
Florida
|
$222K
|
–
|
–
|
–
|
|
|
1312
|
Optima Capital
Beaverton,
Oregon
|
$222K
|
+$2.11K
|
+56
|
+0.9%
|
|
|
1313
|
Beacon Financial Group
Dallas,
Texas
|
$221K
|
+$302
|
+8
|
+0.1%
|
|
|
1314
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$221K
|
–
|
–
|
–
|
|
|
1315
|
Blue Edge Capital
Richmond,
Virginia
|
$221K
|
-$86.8K
|
-2,300
|
-28%
|
|
|
1316
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$221K
|
-$52.9K
|
-1,402
|
-19%
|
|
|
1317
|
Tevis Investment Management
Plano,
Texas
|
$221K
|
-$27.1K
|
-719
|
-11%
|
|
|
1318
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$221K
|
–
|
–
|
–
|
|
|
1319
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$221K
|
–
|
–
|
–
|
|
|
1320
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$221K
|
–
|
–
|
–
|
|
|
1321
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$221K
|
+$1.51K
|
+40
|
+0.7%
|
|
|
1322
|
Sweeney & Michel
Chico,
California
|
$220K
|
+$2.87K
|
+76
|
+1%
|
|
|
1323
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$220K
|
+$2.57K
|
+68
|
+1%
|
|
|
1324
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$219K
|
-$10.1K
|
-268
|
-4%
|
|
|
1325
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$219K
|
+$25.6K
|
+679
|
+13%
|
|
