|
1001
|
CRA Financial Services
Northfield,
New Jersey
|
$365K
|
+$95
|
+1
|
+0%
|
|
|
1002
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$363K
|
–
|
–
|
–
|
|
|
1003
|
Poehling Capital Management
Madison,
Wisconsin
|
$362K
|
+$15.5K
|
+163
|
+5%
|
|
|
1004
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$360K
|
–
|
–
|
–
|
|
|
1005
|
Waterfront Wealth
Overland Park,
Kansas
|
$359K
|
-$7.87K
|
-83
|
-2%
|
|
|
1006
|
Winthrop Capital Management
Carmel,
Indiana
|
$359K
|
–
|
–
|
–
|
|
|
1007
|
HM Payson & Co
Portland,
Maine
|
$359K
|
-$37.9K
|
-400
|
-10%
|
|
|
1008
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$357K
|
-$6.35K
|
-67
|
-2%
|
|
|
1009
|
Towerpoint Wealth
Sacramento,
California
|
$356K
|
+$29.2K
|
+308
|
+9%
|
|
|
1010
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$353K
|
-$37K
|
-390
|
-10%
|
|
|
1011
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$353K
|
–
|
–
|
–
|
|
|
1012
|
Victory Financial Group
Austin,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
1013
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$351K
|
+$1.52K
|
+16
|
+0.4%
|
|
|
1014
|
|
$351K
|
–
|
–
|
–
|
|
|
1015
|
Townsend Asset Management
Raleigh,
North Carolina
|
$349K
|
+$95
|
+1
|
+0%
|
|
|
1016
|
American Financial & Tax Strategies
New York
|
$348K
|
-$4.83K
|
-51
|
-1%
|
|
|
1017
|
Boston Common Asset Management
Boston,
Massachusetts
|
$348K
|
+$66.4K
|
+700
|
+24%
|
|
|
1018
|
Fisher Asset Management
Camas,
Washington
|
$347K
|
+$341K
|
+3,598
|
New
|
|
|
1019
|
Burney Company
Reston,
Virginia
|
$345K
|
+$88.5K
|
+934
|
+35%
|
|
|
1020
|
ADE LLC
Baltimore,
Maryland
|
$344K
|
+$337K
|
+3,560
|
New
|
|
|
1021
|
D. Scott Neal
Lexington,
Kentucky
|
$344K
|
–
|
–
|
–
|
|
|
1022
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$343K
|
+$14.9K
|
+157
|
+5%
|
|
|
1023
|
Crewe Advisors
Salt Lake City,
Utah
|
$343K
|
–
|
–
|
–
|
|
|
1024
|
United Bank (Virginia)
Vienna,
Virginia
|
$341K
|
–
|
–
|
–
|
|
|
1025
|
Spinnaker Trust
Portland,
Maine
|
$340K
|
–
|
–
|
–
|
|
