|
3001
|
Members Trust
Tampa,
Florida
|
$1.8M
|
+$44.6K
|
+142
|
+2%
|
|
|
3002
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$1.8M
|
-$763K
|
-2,429
|
-28%
|
|
|
3003
|
Cora Capital Advisors
Marlton,
New Jersey
|
$1.8M
|
+$81.4K
|
+259
|
+4%
|
|
|
3004
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$1.79M
|
+$352K
|
+1,120
|
+22%
|
|
|
3005
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.79M
|
-$18.5K
|
-59
|
-0.9%
|
|
|
3006
|
Shepherd Street Advisors
Larkspur,
California
|
$1.79M
|
-$37.7K
|
-120
|
-2%
|
|
|
3007
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$1.79M
|
+$15.7K
|
+50
|
+0.8%
|
|
|
3008
|
Global Financial Private Client
Sarasota,
Florida
|
$1.79M
|
+$35.5K
|
+113
|
+2%
|
|
|
3009
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$1.79M
|
+$8.48K
|
+27
|
+0.4%
|
|
|
3010
|
MLP3 LLC
Linwood,
New Jersey
|
$1.78M
|
-$108K
|
-344
|
-5%
|
|
|
3011
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.78M
|
-$6.6K
|
-21
|
-0.3%
|
|
|
3012
|
Flatrock Wealth Partners
Newport Beach,
California
|
$1.78M
|
+$1.26K
|
+4
|
+0.1%
|
|
|
3013
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$1.78M
|
+$1.95M
|
+6,197
|
New
|
|
|
3014
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.77M
|
-$17.6K
|
-56
|
-0.9%
|
|
|
3015
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.77M
|
-$386K
|
-1,230
|
-18%
|
|
|
3016
|
Helium Advisors
Everett,
Washington
|
$1.77M
|
+$35.8K
|
+114
|
+2%
|
|
|
3017
|
Private Management Group
Irvine,
California
|
$1.77M
|
-$427K
|
-1,360
|
-18%
|
|
|
3018
|
S.A. Mason
Holland,
Michigan
|
$1.77M
|
+$181K
|
+576
|
+10%
|
|
|
3019
|
Consilium Wealth Advisory
Richardson,
Texas
|
$1.77M
|
+$309K
|
+984
|
+19%
|
|
|
3020
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.77M
|
-$5.66K
|
-18
|
-0.3%
|
|
|
3021
|
Portfolio Strategies
Monsey,
New York
|
$1.76M
|
+$234K
|
+744
|
+14%
|
|
|
3022
|
Blalock Williams
Alexander City,
Alabama
|
$1.76M
|
+$152K
|
+483
|
+9%
|
|
|
3023
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.76M
|
–
|
–
|
–
|
|
|
3024
|
Howard Financial Services
Dallas,
Texas
|
$1.76M
|
+$254K
|
+808
|
+15%
|
|
|
3025
|
Matisse Capital
Portland,
Oregon
|
$1.76M
|
+$94.2K
|
+300
|
+5%
|
|
