|
1051
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$332K
|
+$336K
|
+6,696
|
New
|
|
|
1052
|
Wynn Capital
Augusta,
Georgia
|
$329K
|
–
|
–
|
–
|
|
|
1053
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$328K
|
+$46.5K
|
+926
|
+16%
|
|
|
1054
|
TCP Asset Management
Columbus,
Ohio
|
$328K
|
-$2.51K
|
-50
|
-0.7%
|
|
|
1055
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$327K
|
+$332K
|
+6,612
|
New
|
|
|
1056
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
1057
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$322K
|
–
|
–
|
–
|
|
|
1058
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$320K
|
+$325K
|
+6,465
|
New
|
|
|
1059
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$319K
|
–
|
–
|
–
|
|
|
1060
|
Manchester Capital Management
Manchester,
Vermont
|
$318K
|
–
|
–
|
–
|
|
|
1061
|
CRA Financial Services
Northfield,
New Jersey
|
$318K
|
+$121K
|
+2,400
|
+60%
|
|
|
1062
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$318K
|
-$322K
|
-6,415
|
-50%
|
|
|
1063
|
Fedenia Advisers
Madison,
Wisconsin
|
$316K
|
+$320K
|
+6,378
|
New
|
|
|
1064
|
Bourgeon Capital Management
Darien,
Connecticut
|
$314K
|
+$75.4K
|
+1,500
|
+31%
|
|
|
1065
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$313K
|
+$318K
|
+6,326
|
New
|
|
|
1066
|
Pullen Investment Management
Bradenton,
Florida
|
$313K
|
-$8.99K
|
-179
|
-3%
|
|
|
1067
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$313K
|
+$317K
|
+6,313
|
New
|
|
|
1068
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$308K
|
+$313K
|
+6,230
|
New
|
|
|
1069
|
VanEck Associates
New York
|
$307K
|
-$3.02K
|
-60
|
-1%
|
|
|
1070
|
Exchange Bank
Santa Rosa,
California
|
$305K
|
+$310K
|
+6,170
|
New
|
|
|
1071
|
Diversified Trust
Memphis,
Tennessee
|
$303K
|
-$19.3K
|
-385
|
-6%
|
|
|
1072
|
Quotient Wealth Partners
Dallas,
Texas
|
$302K
|
+$71.2K
|
+1,416
|
+30%
|
|
|
1073
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$302K
|
–
|
–
|
–
|
|
|
1074
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$301K
|
-$3.77K
|
-75
|
-1%
|
|
|
1075
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$301K
|
+$26K
|
+517
|
+9%
|
|
