|
501
|
HeadInvest LLC
Portland,
Maine
|
$322K
|
+$19.6K
|
+170
|
+6%
|
|
|
502
|
Wedgewood Investors
Erie,
Pennsylvania
|
$322K
|
+$59.2K
|
+514
|
+22%
|
|
|
503
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$320K
|
–
|
–
|
–
|
|
|
504
|
Appleton Group
Appleton,
Wisconsin
|
$318K
|
-$193K
|
-1,671
|
-38%
|
|
|
505
|
Brouwer & Janachowski
Mill Valley,
California
|
$314K
|
–
|
–
|
–
|
|
|
506
|
Investment Counsel
Petoskey,
Michigan
|
$313K
|
-$11.5K
|
-100
|
-3%
|
|
|
507
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$310K
|
-$1.72M
|
-14,900
|
-85%
|
|
|
508
|
CIBC Bank USA
Chicago,
Illinois
|
$310K
|
-$86.4K
|
-750
|
-22%
|
|
|
509
|
Boltwood Capital Management
Walnut Creek,
California
|
$310K
|
-$23.1K
|
-200
|
-7%
|
|
|
510
|
Winfield Associates
Cleveland,
Ohio
|
$310K
|
+$9.11K
|
+79
|
+3%
|
|
|
511
|
Truist Financial
Charlotte,
North Carolina
|
$310K
|
+$22.2K
|
+193
|
+8%
|
|
|
512
|
D.J. St. Germain
Springfield,
Massachusetts
|
$309K
|
-$23.1K
|
-200
|
-7%
|
|
|
513
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$309K
|
–
|
–
|
–
|
|
|
514
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$309K
|
+$10.4K
|
+90
|
+3%
|
|
|
515
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$308K
|
+$317K
|
+2,754
|
New
|
|
|
516
|
First Interstate Bank
Billings,
Montana
|
$305K
|
–
|
–
|
–
|
|
|
517
|
Granite Investment Advisors
Concord,
New Hampshire
|
$302K
|
-$926K
|
-8,035
|
-75%
|
|
|
518
|
Rand Wealth
Baltimore,
Maryland
|
$302K
|
–
|
–
|
–
|
|
|
519
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$300K
|
-$29.3K
|
-254
|
-9%
|
|
|
520
|
Prospera Financial Services
Dallas,
Texas
|
$297K
|
-$306K
|
-2,659
|
-50%
|
|
|
521
|
Fiduciary Trust
Boston,
Massachusetts
|
$295K
|
-$48.1K
|
-417
|
-14%
|
|
|
522
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$295K
|
+$2.77K
|
+24
|
+0.9%
|
|
|
523
|
Brown Brothers Harriman & Co
New York
|
$293K
|
+$286K
|
+2,483
|
+3,706%
|
|
|
524
|
Geneos Wealth Management
Englewood,
Colorado
|
$292K
|
-$53.7K
|
-466
|
-15%
|
|
|
525
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$291K
|
-$611K
|
-5,304
|
-67%
|
|
