|
3401
|
Probity Advisors
Dallas,
Texas
|
$1.06M
|
+$44K
|
+72
|
+4%
|
|
|
3402
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.06M
|
-$2.73M
|
-4,469
|
-70%
|
|
|
3403
|
Foguth Wealth Management
Brighton,
Michigan
|
$1.06M
|
+$193K
|
+316
|
+24%
|
|
|
3404
|
Lantz Financial
Naperville,
Illinois
|
$1.05M
|
-$14.7K
|
-24
|
-1%
|
|
|
3405
|
Manchester Capital Management
Manchester,
Vermont
|
$1.05M
|
+$61.1K
|
+100
|
+6%
|
|
|
3406
|
RW Investment Management
Eagle,
Idaho
|
$1.05M
|
–
|
–
|
–
|
|
|
3407
|
Wellington Shields & Co
New York
|
$1.05M
|
-$130K
|
-213
|
-10%
|
|
|
3408
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$1.05M
|
+$73.4K
|
+120
|
+7%
|
|
|
3409
|
PCB Capital
East Brunswick,
New Jersey
|
$1.05M
|
+$49.5K
|
+81
|
+5%
|
|
|
3410
|
Mengis Capital Management
Portland,
Oregon
|
$1.05M
|
+$3.06K
|
+5
|
+0.3%
|
|
|
3411
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.05M
|
-$227K
|
-371
|
-17%
|
|
|
3412
|
Gordian Capital (Singapore)
Singapore
|
$1.05M
|
-$122K
|
-200
|
-10%
|
|
|
3413
|
Vaughan David Investments
Peoria,
Illinois
|
$1.05M
|
-$72.8K
|
-119
|
-6%
|
|
|
3414
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.05M
|
+$43.4K
|
+71
|
+4%
|
|
|
3415
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.05M
|
+$260K
|
+425
|
+30%
|
|
|
3416
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.04M
|
+$247K
|
+404
|
+28%
|
|
|
3417
|
Hofer & Associates
Thousand Oaks,
California
|
$1.04M
|
+$11K
|
+18
|
+1%
|
|
|
3418
|
Archvest Wealth Advisors
Concord,
California
|
$1.04M
|
+$212K
|
+347
|
+23%
|
|
|
3419
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$1.04M
|
+$45.9K
|
+75
|
+4%
|
|
|
3420
|
Montis Financial
Waltham,
Massachusetts
|
$1.03M
|
+$76.4K
|
+125
|
+7%
|
|
|
3421
|
Bingham Private Wealth
San Francisco,
California
|
$1.03M
|
-$535K
|
-875
|
-32%
|
|
|
3422
|
Prasad Wealth Partners
Independence,
Ohio
|
$1.03M
|
-$86.8K
|
-142
|
-7%
|
|
|
3423
|
Emerald Advisors
Bellevue,
Washington
|
$1.03M
|
+$350K
|
+572
|
+46%
|
|
|
3424
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.03M
|
-$107K
|
-175
|
-9%
|
|
|
3425
|
Values Added Financial
Washington,
District of Columbia
|
$1.03M
|
+$515K
|
+842
|
+86%
|
|
