|
1801
|
TrinityPoint Wealth
Milford,
Connecticut
|
$200K
|
–
|
–
|
–
|
|
|
1802
|
Cadence Bank
Tupelo,
Mississippi
|
$200K
|
+$31.1K
|
+313
|
+17%
|
|
|
1803
|
Westshore Wealth
Newport Beach,
California
|
$200K
|
+$215K
|
+2,162
|
New
|
|
|
1804
|
West Bancorporation
West Des Moines,
Iowa
|
$198K
|
+$8.85K
|
+89
|
+4%
|
|
|
1805
|
SRH Advisors
Salina,
Kansas
|
$197K
|
–
|
–
|
–
|
|
|
1806
|
Vigilant Capital Management
Portland,
Maine
|
$195K
|
–
|
–
|
–
|
|
|
1807
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$195K
|
+$183K
|
+1,836
|
+665%
|
|
|
1808
|
Heritage Financial Services
Westwood,
Massachusetts
|
$192K
|
+$207K
|
+2,083
|
New
|
|
|
1809
|
Rockbridge Investment Management
Syracuse,
New York
|
$188K
|
-$2.41M
|
-24,204
|
-92%
|
|
|
1810
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$182K
|
+$196K
|
+1,972
|
New
|
|
|
1811
|
CNB Bank
Clearfield,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
1812
|
Retirement Group
San Diego,
California
|
$177K
|
-$6.26K
|
-63
|
-3%
|
|
|
1813
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$176K
|
+$1.99K
|
+20
|
+1%
|
|
|
1814
|
Mangham Associates
Charlottesville,
Virginia
|
$176K
|
+$189K
|
+1,904
|
New
|
|
|
1815
|
Axiom Investment Management
New York
|
$175K
|
–
|
–
|
–
|
|
|
1816
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$175K
|
+$6.56K
|
+66
|
+4%
|
|
|
1817
|
Valley Wealth Managers
Paramus,
New Jersey
|
$173K
|
–
|
–
|
–
|
|
|
1818
|
Financial Management Professionals
Austin,
Texas
|
$167K
|
+$127K
|
+1,279
|
+240%
|
|
|
1819
|
Gradient Investments
Arden Hills,
Minnesota
|
$166K
|
+$21.2K
|
+213
|
+13%
|
|
|
1820
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$165K
|
+$34.8K
|
+350
|
+24%
|
|
|
1821
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$163K
|
-$8.15K
|
-82
|
-4%
|
|
|
1822
|
West Branch Capital
Amherst,
Massachusetts
|
$163K
|
+$99
|
+1
|
+0.1%
|
|
|
1823
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$159K
|
–
|
–
|
–
|
|
|
1824
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$158K
|
–
|
–
|
–
|
|
|
1825
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$154K
|
–
|
–
|
–
|
|
