|
1001
|
IMS Capital Management
Portland,
Oregon
|
$315K
|
–
|
–
|
–
|
|
|
1002
|
Wedgewood Investors
Erie,
Pennsylvania
|
$313K
|
-$14.3K
|
-160
|
-4%
|
|
|
1003
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$312K
|
-$14.8K
|
-166
|
-4%
|
|
|
1004
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$312K
|
-$29K
|
-325
|
-8%
|
|
|
1005
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$311K
|
–
|
–
|
–
|
|
|
1006
|
Victory Financial Group
Austin,
Texas
|
$310K
|
+$1.87K
|
+21
|
+0.6%
|
|
|
1007
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$308K
|
–
|
–
|
–
|
|
|
1008
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$307K
|
–
|
–
|
–
|
|
|
1009
|
Poehling Capital Management
Madison,
Wisconsin
|
$305K
|
–
|
–
|
–
|
|
|
1010
|
Sage Financial Management Group
Mclean,
Virginia
|
$304K
|
-$43.3K
|
-486
|
-12%
|
|
|
1011
|
D. Scott Neal
Lexington,
Kentucky
|
$303K
|
–
|
–
|
–
|
|
|
1012
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$303K
|
–
|
–
|
–
|
|
|
1013
|
Kingswood Wealth Advisors
San Diego,
California
|
$302K
|
-$64.9K
|
-728
|
-17%
|
|
|
1014
|
United Bank (Virginia)
Vienna,
Virginia
|
$301K
|
–
|
–
|
–
|
|
|
1015
|
Spinnaker Trust
Portland,
Maine
|
$300K
|
-$150K
|
-1,678
|
-32%
|
|
|
1016
|
Madden Advisory Services
Jacksonville,
Florida
|
$300K
|
-$1.96K
|
-22
|
-0.6%
|
|
|
1017
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$300K
|
-$892
|
-10
|
-0.3%
|
|
|
1018
|
Howland Capital Management
Boston,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
1019
|
IFG Advisory
Atlanta,
Georgia
|
$298K
|
+$84K
|
+942
|
+37%
|
|
|
1020
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$298K
|
+$89
|
+1
|
+0%
|
|
|
1021
|
Bruce G. Allen Investments
Denver,
Colorado
|
$297K
|
+$981
|
+11
|
+0.3%
|
|
|
1022
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$296K
|
+$69K
|
+774
|
+29%
|
|
|
1023
|
Wise Wealth Partners
Phoenix,
Arizona
|
$296K
|
-$2.41K
|
-27
|
-0.8%
|
|
|
1024
|
Townsend Asset Management
Raleigh,
North Carolina
|
$296K
|
+$89
|
+1
|
+0%
|
|
|
1025
|
Chevy Chase Trust
Bethesda,
Maryland
|
$294K
|
+$308K
|
+3,453
|
New
|
|
