|
201
|
Rock Point Advisors
Burlington,
Vermont
|
$1.55M
|
+$67.1K
|
+565
|
+4%
|
|
|
202
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$1.54M
|
-$6.18K
|
-52
|
-0.4%
|
|
|
203
|
Weil Company
San Diego,
California
|
$1.54M
|
+$356
|
+3
|
+0%
|
|
|
204
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.51M
|
+$19.8K
|
+167
|
+1%
|
|
|
205
|
Joel Isaacson & Co
New York
|
$1.47M
|
+$35K
|
+295
|
+2%
|
|
|
206
|
M Holdings Securities
Portland,
Oregon
|
$1.47M
|
+$2.02K
|
+17
|
+0.1%
|
|
|
207
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.45M
|
–
|
–
|
–
|
|
|
208
|
Ervin Investment Management
Seattle,
Washington
|
$1.44M
|
+$114K
|
+957
|
+8%
|
|
|
209
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.43M
|
+$1.4M
|
+11,765
|
+1,250%
|
|
|
210
|
Snowden Capital Advisors
New York
|
$1.42M
|
-$13.8K
|
-116
|
-0.9%
|
|
|
211
|
McLean Asset Management
Tysons,
Virginia
|
$1.41M
|
+$165K
|
+1,389
|
+12%
|
|
|
212
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.41M
|
–
|
–
|
–
|
|
|
213
|
Towerpoint Wealth
Sacramento,
California
|
$1.41M
|
-$7.01K
|
-59
|
-0.5%
|
|
|
214
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.39M
|
-$6.41K
|
-54
|
-0.4%
|
|
|
215
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$1.39M
|
-$1.78K
|
-15
|
-0.1%
|
|
|
216
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.39M
|
-$11.6K
|
-98
|
-0.8%
|
|
|
217
|
Napier Financial
Braintree,
Massachusetts
|
$1.38M
|
-$99.5K
|
-838
|
-6%
|
|
|
218
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.38M
|
+$552K
|
+4,647
|
+61%
|
|
|
219
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.38M
|
+$3.8K
|
+32
|
+0.3%
|
|
|
220
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.36M
|
+$75.2K
|
+633
|
+6%
|
|
|
221
|
Atomi Financial Group
New York
|
$1.32M
|
-$94.4K
|
-795
|
-6%
|
|
|
222
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.28M
|
+$24.9K
|
+210
|
+2%
|
|
|
223
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.28M
|
+$31.7K
|
+267
|
+2%
|
|
|
224
|
Bell Bank
Fargo,
North Dakota
|
$1.26M
|
+$712K
|
+5,994
|
+114%
|
|
|
225
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.25M
|
-$15.2K
|
-128
|
-1%
|
|
