|
1001
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$450K
|
+$96.8K
|
+572
|
+29%
|
|
|
1002
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$448K
|
+$59.2K
|
+350
|
+16%
|
|
|
1003
|
WealthBridge Capital Management
Westerville,
Ohio
|
$447K
|
-$1.86K
|
-11
|
-0.4%
|
|
|
1004
|
Spinnaker Trust
Portland,
Maine
|
$447K
|
+$2.54K
|
+15
|
+0.6%
|
|
|
1005
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$444K
|
–
|
–
|
–
|
|
|
1006
|
Heritage Financial Services
Westwood,
Massachusetts
|
$443K
|
–
|
–
|
–
|
|
|
1007
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$443K
|
+$508
|
+3
|
+0.1%
|
|
|
1008
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$443K
|
–
|
–
|
–
|
|
|
1009
|
Arden Trust
Wilmington,
Delaware
|
$442K
|
-$193K
|
-1,140
|
-32%
|
|
|
1010
|
Red Door Wealth Management
Memphis,
Tennessee
|
$435K
|
-$345K
|
-2,041
|
-46%
|
|
|
1011
|
Parsons Capital Management
Providence,
Rhode Island
|
$435K
|
-$19.5K
|
-115
|
-5%
|
|
|
1012
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$434K
|
-$5.08K
|
-30
|
-1%
|
|
|
1013
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$433K
|
-$9.64K
|
-57
|
-2%
|
|
|
1014
|
Cambridge Trust
Cambridge,
Massachusetts
|
$432K
|
-$124K
|
-733
|
-23%
|
|
|
1015
|
LRI Investments
Palm Beach Gardens,
Florida
|
$431K
|
+$407K
|
+2,405
|
New
|
|
|
1016
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$429K
|
-$207K
|
-1,221
|
-34%
|
|
|
1017
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$428K
|
-$12.2K
|
-72
|
-3%
|
|
|
1018
|
Institute for Wealth Management
Denver,
Colorado
|
$427K
|
+$33.8K
|
+200
|
+9%
|
|
|
1019
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$423K
|
–
|
–
|
–
|
|
|
1020
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$422K
|
-$1.18K
|
-7
|
-0.3%
|
|
|
1021
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$421K
|
–
|
–
|
–
|
|
|
1022
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$419K
|
–
|
–
|
–
|
|
|
1023
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$418K
|
+$80.7K
|
+477
|
+26%
|
|
|
1024
|
Tortoise Investment Management
White Plains,
New York
|
$418K
|
-$2.54K
|
-15
|
-0.6%
|
|
|
1025
|
Members Trust
Tampa,
Florida
|
$416K
|
-$124K
|
-735
|
-24%
|
|
