|
1001
|
Monroe Bank & Trust
Monroe,
Michigan
|
$321K
|
-$120K
|
-496
|
-27%
|
|
|
1002
|
Patriot Wealth Management
Houston,
Texas
|
$321K
|
–
|
–
|
–
|
|
|
1003
|
Well Done LLC
Holland,
Michigan
|
$318K
|
-$2.65K
|
-11
|
-0.8%
|
|
|
1004
|
High Falls Advisors
Rochester,
New York
|
$313K
|
-$15.3M
|
-63,440
|
-98%
|
|
|
1005
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$300K
|
-$35.2K
|
-146
|
-11%
|
|
|
1006
|
Farr Miller & Washington
Washington,
District of Columbia
|
$300K
|
–
|
–
|
–
|
|
|
1007
|
Legg Mason
Baltimore,
Maryland
|
$298K
|
+$17.9K
|
+74
|
+6%
|
|
|
1008
|
Main Management
San Francisco,
California
|
$296K
|
–
|
–
|
–
|
|
|
1009
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$295K
|
–
|
–
|
–
|
|
|
1010
|
Van Strum & Towne
San Francisco,
California
|
$293K
|
–
|
–
|
–
|
|
|
1011
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$292K
|
–
|
–
|
–
|
|
|
1012
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$292K
|
–
|
–
|
–
|
|
|
1013
|
|
$292K
|
+$265K
|
+1,100
|
+1,100%
|
|
|
1014
|
Fusion Family Wealth
Woodbury,
New York
|
$287K
|
+$2.41K
|
+10
|
+0.9%
|
|
|
1015
|
|
$287K
|
+$47.5K
|
+197
|
+20%
|
|
|
1016
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$280K
|
–
|
–
|
–
|
|
|
1017
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$278K
|
-$80.1K
|
-332
|
-22%
|
|
|
1018
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$278K
|
–
|
–
|
–
|
|
|
1019
|
Ritholtz Wealth Management
New York
|
$278K
|
+$276K
|
+1,144
|
New
|
|
|
1020
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$272K
|
-$400K
|
-1,658
|
-60%
|
|
|
1021
|
Whalerock Point Partners
Providence,
Rhode Island
|
$272K
|
–
|
–
|
–
|
|
|
1022
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$268K
|
+$32.8K
|
+136
|
+14%
|
|
|
1023
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$267K
|
-$19.8K
|
-82
|
-7%
|
|
|
1024
|
NBT Bank
Norwich,
New York
|
$265K
|
-$7.24K
|
-30
|
-3%
|
|
|
1025
|
Spinnaker Trust
Portland,
Maine
|
$261K
|
–
|
–
|
–
|
|
