|
2301
|
Members Trust
Tampa,
Florida
|
$303K
|
+$15.4K
|
+25
|
+5%
|
|
|
2302
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$303K
|
+$12.3K
|
+20
|
+4%
|
|
|
2303
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$302K
|
-$18.5K
|
-30
|
-6%
|
|
|
2304
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$302K
|
-$2.46K
|
-4
|
-0.8%
|
|
|
2305
|
EPIQ Partners
Minneapolis,
Minnesota
|
$302K
|
–
|
–
|
–
|
|
|
2306
|
HighRoad Wealth Advisors
Coos Bay,
Oregon
|
$302K
|
–
|
–
|
–
|
|
|
2307
|
Banco Santander
Madrid,
Spain
|
$302K
|
+$308K
|
+500
|
New
|
|
|
2308
|
Summitry LLC
Foster City,
California
|
$302K
|
+$308K
|
+500
|
New
|
|
|
2309
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$302K
|
+$4.31K
|
+7
|
+1%
|
|
|
2310
|
Liberty Atlantic Advisors
Allen,
Texas
|
$302K
|
-$2.46K
|
-4
|
-0.8%
|
|
|
2311
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$302K
|
+$7.39K
|
+12
|
+2%
|
|
|
2312
|
Summit Asset Management
Memphis,
Tennessee
|
$302K
|
+$27.1K
|
+44
|
+10%
|
|
|
2313
|
Meridian Financial Partners
Warrenton,
Virginia
|
$301K
|
–
|
–
|
–
|
|
|
2314
|
|
$301K
|
+$307K
|
+498
|
New
|
|
|
2315
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$301K
|
–
|
–
|
–
|
|
|
2316
|
SMART Wealth
Omaha,
Nebraska
|
$301K
|
-$5.54K
|
-9
|
-2%
|
|
|
2317
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$299K
|
-$40K
|
-65
|
-12%
|
|
|
2318
|
Catalyst Investment Management
Windham,
New Hampshire
|
$298K
|
-$7.39K
|
-12
|
-2%
|
|
|
2319
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$298K
|
+$304K
|
+493
|
New
|
|
|
2320
|
Personal CFO Solutions
Chester,
New Jersey
|
$298K
|
-$39.4K
|
-64
|
-12%
|
|
|
2321
|
Howard Financial Services
Dallas,
Texas
|
$297K
|
+$20.3K
|
+33
|
+7%
|
|
|
2322
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$297K
|
-$279K
|
-453
|
-48%
|
|
|
2323
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
2324
|
Four Tree Island Advisory
Portsmouth,
New Hampshire
|
$297K
|
–
|
–
|
–
|
|
|
2325
|
Patton Fund Management
Dallas,
Texas
|
$297K
|
–
|
–
|
–
|
|
