|
201
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.21M
|
–
|
–
|
–
|
|
|
202
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.2M
|
+$123K
|
+4,895
|
+11%
|
|
|
203
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$1.19M
|
+$402K
|
+16,051
|
+51%
|
|
|
204
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.19M
|
–
|
–
|
–
|
|
|
205
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.16M
|
+$639K
|
+25,525
|
+124%
|
|
|
206
|
|
$1.13M
|
+$1.13M
|
+45,144
|
New
|
|
|
207
|
Steele Capital Management
Dubuque,
Iowa
|
$1.11M
|
-$150K
|
-5,983
|
-12%
|
|
|
208
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.11M
|
+$13.5K
|
+537
|
+1%
|
|
|
209
|
International Assets Investment Management
Orlando,
Florida
|
$1.11M
|
+$1.11M
|
+44,112
|
New
|
|
|
210
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.1M
|
+$380K
|
+15,167
|
+53%
|
|
|
211
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.1M
|
-$221K
|
-8,810
|
-17%
|
|
|
212
|
Rockefeller Capital Management
New York
|
$1.07M
|
-$451K
|
-18,016
|
-30%
|
|
|
213
|
Blue Barn Wealth
Orem,
Utah
|
$1.07M
|
+$855K
|
+34,135
|
+404%
|
|
|
214
|
Farmers National Bank
Danville,
Kentucky
|
$1.06M
|
+$1.06M
|
+42,460
|
New
|
|
|
215
|
|
$1.06M
|
+$489K
|
+19,512
|
+85%
|
|
|
216
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.06M
|
+$654K
|
+26,117
|
+160%
|
|
|
217
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.06M
|
+$1.06M
|
+42,393
|
New
|
|
|
218
|
Savant Capital
Rockford,
Illinois
|
$1.03M
|
-$417K
|
-16,627
|
-29%
|
|
|
219
|
Barrett & Company
Providence,
Rhode Island
|
$1.01M
|
+$2K
|
+80
|
+0.2%
|
|
|
220
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.01M
|
+$115K
|
+4,593
|
+13%
|
|
|
221
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1,000K
|
-$89.4K
|
-3,569
|
-8%
|
|
|
222
|
Horan Securities
Cincinnati,
United States
|
$995K
|
-$47.5K
|
-1,898
|
-5%
|
|
|
223
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$985K
|
+$80.6K
|
+3,217
|
+9%
|
|
|
224
|
Blue Square Asset Management
New York
|
$984K
|
-$5.04K
|
-201
|
-0.5%
|
|
|
225
|
Cannon Financial Strategists
Athens,
Georgia
|
$957K
|
+$12.3K
|
+490
|
+1%
|
|
