|
401
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.18M
|
-$322K
|
-4,313
|
-22%
|
|
|
402
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.15M
|
-$229K
|
-3,062
|
-17%
|
|
|
403
|
First Interstate Bank
Billings,
Montana
|
$1.15M
|
-$350K
|
-4,686
|
-23%
|
|
|
404
|
Avory & Company
Miami,
Florida
|
$1.15M
|
-$169K
|
-2,268
|
-13%
|
|
|
405
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.14M
|
-$56K
|
-750
|
-5%
|
|
|
406
|
Banta Asset Management
Newport Beach,
California
|
$1.14M
|
-$549K
|
-7,350
|
-33%
|
|
|
407
|
Prospera Financial Services
Dallas,
Texas
|
$1.12M
|
+$23.4K
|
+313
|
+2%
|
|
|
408
|
Channel Wealth
Santa Barbara,
California
|
$1.12M
|
+$596K
|
+7,985
|
+115%
|
|
|
409
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$1.1M
|
-$21K
|
-281
|
-2%
|
|
|
410
|
Caldwell Trust
Venice,
Florida
|
$1.08M
|
+$63.4K
|
+849
|
+6%
|
|
|
411
|
Belpointe Asset Management
Reno,
Nevada
|
$1.07M
|
-$2.46M
|
-32,977
|
-70%
|
|
|
412
|
Simplify Asset Management
Las Vegas,
Nevada
|
$1.07M
|
+$1.06M
|
+14,216
|
New
|
|
|
413
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.04M
|
+$1.04M
|
+13,876
|
+35,579%
|
|
|
414
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.04M
|
+$719K
|
+9,629
|
+228%
|
|
|
415
|
Webster Bank
Waterbury,
Connecticut
|
$1.04M
|
-$10.1K
|
-135
|
-1%
|
|
|
416
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.04M
|
+$1.03M
|
+13,819
|
New
|
|
|
417
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.03M
|
+$71.2K
|
+954
|
+7%
|
|
|
418
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.01M
|
-$89K
|
-1,192
|
-8%
|
|
|
419
|
Lazard Asset Management
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
420
|
Seaview Investment Managers
Miami,
Florida
|
$994K
|
+$4.03K
|
+54
|
+0.4%
|
|
|
421
|
Phocas Financial Corp
Alameda,
California
|
$990K
|
+$35.4K
|
+475
|
+4%
|
|
|
422
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$989K
|
+$983K
|
+13,168
|
New
|
|
|
423
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$978K
|
-$159K
|
-2,135
|
-14%
|
|
|
424
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$964K
|
-$16.2K
|
-217
|
-2%
|
|
|
425
|
Aveo Capital Partners
Englewood,
Colorado
|
$954K
|
+$359K
|
+4,806
|
+61%
|
|
