|
1001
|
|
$363K
|
–
|
–
|
–
|
|
|
1002
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$361K
|
-$269K
|
-1,739
|
-42%
|
|
|
1003
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$359K
|
+$40.2K
|
+260
|
+12%
|
|
|
1004
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$359K
|
+$8.65K
|
+56
|
+2%
|
|
|
1005
|
Old Mission Investment Co
Traverse City,
Michigan
|
$359K
|
–
|
–
|
–
|
|
|
1006
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$359K
|
-$3.55K
|
-23
|
-1%
|
|
|
1007
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$356K
|
–
|
–
|
–
|
|
|
1008
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$356K
|
+$14.5K
|
+94
|
+4%
|
|
|
1009
|
HT Partners
Centerbrook,
Connecticut
|
$354K
|
–
|
–
|
–
|
|
|
1010
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$353K
|
+$136K
|
+883
|
+62%
|
|
|
1011
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$352K
|
+$9.11K
|
+59
|
+3%
|
|
|
1012
|
Insigneo Advisory Services
Miami,
Florida
|
$352K
|
-$1.85K
|
-12
|
-0.5%
|
|
|
1013
|
Essex Savings Bank
Essex,
Connecticut
|
$352K
|
-$94.5K
|
-612
|
-21%
|
|
|
1014
|
Heritage Financial Services
Westwood,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
1015
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$351K
|
-$772
|
-5
|
-0.2%
|
|
|
1016
|
Parcion Private Wealth
Bellevue,
Washington
|
$350K
|
+$355K
|
+2,300
|
New
|
|
|
1017
|
Virginia National Bank
Charlottesville,
Virginia
|
$349K
|
–
|
–
|
–
|
|
|
1018
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
1019
|
Peak Financial Advisors
Denver,
Colorado
|
$348K
|
–
|
–
|
–
|
|
|
1020
|
Truepoint Inc
Cincinnati,
Ohio
|
$347K
|
-$8.49K
|
-55
|
-2%
|
|
|
1021
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$345K
|
–
|
–
|
–
|
|
|
1022
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$344K
|
+$2.32K
|
+15
|
+0.7%
|
|
|
1023
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$343K
|
+$10.3K
|
+67
|
+3%
|
|
|
1024
|
Schoolcraft Capital
Boulder,
Colorado
|
$340K
|
–
|
–
|
–
|
|
|
1025
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$339K
|
+$1.24K
|
+8
|
+0.4%
|
|
