|
1301
|
Cottage Street Advisors
Marion,
Massachusetts
|
$584K
|
–
|
–
|
–
|
|
|
1302
|
TrueWealth LLC
Atlanta,
Georgia
|
$584K
|
+$159
|
+1
|
+0%
|
|
|
1303
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$583K
|
-$192K
|
-1,205
|
-25%
|
|
|
1304
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$583K
|
+$13.7K
|
+86
|
+2%
|
|
|
1305
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$582K
|
+$19.4K
|
+122
|
+3%
|
|
|
1306
|
ProVise Management Group
Clearwater,
Florida
|
$581K
|
-$33.7K
|
-212
|
-6%
|
|
|
1307
|
Trillium Asset Management
Boston,
Massachusetts
|
$579K
|
+$577K
|
+3,630
|
New
|
|
|
1308
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$574K
|
–
|
–
|
–
|
|
|
1309
|
Essex Savings Bank
Essex,
Connecticut
|
$572K
|
-$62.5K
|
-393
|
-10%
|
|
|
1310
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$568K
|
–
|
–
|
–
|
|
|
1311
|
Cohen Capital Management
Corte Madera,
California
|
$567K
|
–
|
–
|
–
|
|
|
1312
|
Ingalls & Snyder LLC
New York
|
$562K
|
-$475K
|
-2,988
|
-46%
|
|
|
1313
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$560K
|
-$54.9K
|
-345
|
-9%
|
|
|
1314
|
Covenant Asset Management
Chester,
New Jersey
|
$559K
|
+$1.59K
|
+10
|
+0.3%
|
|
|
1315
|
Belpointe Asset Management
Reno,
Nevada
|
$558K
|
-$98.6K
|
-620
|
-15%
|
|
|
1316
|
Harrington Investments
Napa,
California
|
$556K
|
–
|
–
|
–
|
|
|
1317
|
Principal Street Partners
Memphis,
Tennessee
|
$553K
|
+$323K
|
+2,033
|
+142%
|
|
|
1318
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$551K
|
-$1.75K
|
-11
|
-0.3%
|
|
|
1319
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$550K
|
–
|
–
|
–
|
|
|
1320
|
King Wealth Management Group
Naples,
Florida
|
$546K
|
–
|
–
|
–
|
|
|
1321
|
RWA Wealth Partners
Newton,
Massachusetts
|
$546K
|
+$91.1K
|
+573
|
+20%
|
|
|
1322
|
Zions Bancorporation
Salt Lake City,
Utah
|
$545K
|
-$292K
|
-1,836
|
-35%
|
|
|
1323
|
Parallax Volatility Advisers
San Francisco,
California
|
$545K
|
+$200K
|
+1,258
|
+58%
|
|
|
1324
|
NuWave Investment Management
Parsippany,
New Jersey
|
$543K
|
-$640K
|
-4,026
|
-54%
|
|
|
1325
|
Well Done LLC
Holland,
Michigan
|
$542K
|
+$159
|
+1
|
+0%
|
|
