|
1001
|
Trillium Asset Management
Boston,
Massachusetts
|
$440K
|
-$26.3K
|
-418
|
-5%
|
|
|
1002
|
Old Mission Investment Co
Traverse City,
Michigan
|
$437K
|
+$8.23K
|
+131
|
+2%
|
|
|
1003
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$431K
|
-$354K
|
-5,641
|
-44%
|
|
|
1004
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$431K
|
+$5.09K
|
+81
|
+1%
|
|
|
1005
|
Fagan Associates
Troy,
New York
|
$431K
|
+$459K
|
+7,314
|
New
|
|
|
1006
|
Source Financial Advisors
New York
|
$430K
|
-$35.8K
|
-570
|
-7%
|
|
|
1007
|
Eclectic Associates
Fullerton,
California
|
$429K
|
+$81.9K
|
+1,303
|
+22%
|
|
|
1008
|
Northside Capital Management
Hood River,
Oregon
|
$427K
|
–
|
–
|
–
|
|
|
1009
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$426K
|
–
|
–
|
–
|
|
|
1010
|
Douglass Winthrop Advisors
New York
|
$426K
|
–
|
–
|
–
|
|
|
1011
|
AssetMark Inc
Concord,
California
|
$426K
|
+$57.8K
|
+920
|
+15%
|
|
|
1012
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$425K
|
+$80.2K
|
+1,276
|
+21%
|
|
|
1013
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$422K
|
-$17.8K
|
-284
|
-4%
|
|
|
1014
|
Straight Path Wealth Management
Jenison,
Michigan
|
$422K
|
+$450K
|
+7,162
|
New
|
|
|
1015
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$421K
|
-$16.3K
|
-260
|
-4%
|
|
|
1016
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$421K
|
+$61.4K
|
+978
|
+16%
|
|
|
1017
|
Weaver Consulting Group
Huntington Beach,
California
|
$420K
|
-$98.6K
|
-1,570
|
-18%
|
|
|
1018
|
NuWave Investment Management
Parsippany,
New Jersey
|
$420K
|
+$448K
|
+7,136
|
New
|
|
|
1019
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$419K
|
-$132K
|
-2,108
|
-23%
|
|
|
1020
|
|
$417K
|
-$76.7K
|
-1,221
|
-15%
|
|
|
1021
|
Bank of the West
Monterey Park,
California
|
$416K
|
-$27K
|
-430
|
-6%
|
|
|
1022
|
Biltmore Family Office
Charlotte,
North Carolina
|
$415K
|
+$205K
|
+3,263
|
+86%
|
|
|
1023
|
Rock Point Advisors
Burlington,
Vermont
|
$414K
|
–
|
–
|
–
|
|
|
1024
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$414K
|
+$11.6K
|
+184
|
+3%
|
|
|
1025
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$413K
|
+$441K
|
+7,024
|
New
|
|
