|
501
|
NVWM LLC
Yardley,
Pennsylvania
|
$174K
|
–
|
–
|
–
|
|
|
502
|
Realta Investment Advisors
Wilmington,
Delaware
|
$169K
|
+$81.7K
|
+768
|
+100%
|
|
|
503
|
Phocas Financial Corp
Alameda,
California
|
$167K
|
–
|
–
|
–
|
|
|
504
|
Security National Trust
Wheeling,
West Virginia
|
$164K
|
–
|
–
|
–
|
|
|
505
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$159K
|
-$156K
|
-1,465
|
-50%
|
|
|
506
|
Biltmore Family Office
Charlotte,
North Carolina
|
$155K
|
+$152K
|
+1,425
|
New
|
|
|
507
|
First Personal Financial Services
Charlotte,
North Carolina
|
$152K
|
–
|
–
|
–
|
|
|
508
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$149K
|
-$410K
|
-3,856
|
-74%
|
|
|
509
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$140K
|
-$21.3K
|
-200
|
-14%
|
|
|
510
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
511
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$130K
|
-$662K
|
-6,219
|
-84%
|
|
|
512
|
Bollard Group
Boston,
Massachusetts
|
$129K
|
+$106
|
+1
|
+0.1%
|
|
|
513
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$124K
|
–
|
–
|
–
|
|
|
514
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$122K
|
+$85.6K
|
+805
|
+261%
|
|
|
515
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$117K
|
+$114K
|
+1,075
|
New
|
|
|
516
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$115K
|
-$16.3K
|
-153
|
-13%
|
|
|
517
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$107K
|
–
|
–
|
–
|
|
|
518
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$107K
|
+$104K
|
+980
|
New
|
|
|
519
|
Schroder Investment Management Group
London,
United Kingdom
|
$106K
|
–
|
–
|
–
|
|
|
520
|
AllSquare Wealth Management
Albany,
New York
|
$102K
|
+$56.3K
|
+529
|
+131%
|
|
|
521
|
Gryphon Financial Partners
Columbus,
Ohio
|
$102K
|
+$99.3K
|
+934
|
New
|
|
|
522
|
Avior Wealth Management
Omaha,
Nebraska
|
$101K
|
+$98.3K
|
+924
|
New
|
|
|
523
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$100K
|
–
|
–
|
–
|
|
|
524
|
Asset Dedication LLC
San Francisco,
California
|
$99K
|
–
|
–
|
–
|
|
|
525
|
Creative Financial Designs
Kokomo,
Indiana
|
$91K
|
+$6.17K
|
+58
|
+7%
|
|
