|
1101
|
TI-Trust
Quincy,
Illinois
|
$448K
|
–
|
–
|
–
|
|
|
1102
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$448K
|
-$62.8K
|
-1,519
|
-12%
|
|
|
1103
|
Charles Schwab Trust
Henderson,
Nevada
|
$448K
|
-$41.4K
|
-1,000
|
-8%
|
|
|
1104
|
Montag & Associates
Atlanta,
Georgia
|
$447K
|
+$37.4K
|
+905
|
+9%
|
|
|
1105
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$447K
|
-$40.4K
|
-978
|
-8%
|
|
|
1106
|
|
$447K
|
-$144K
|
-3,475
|
-24%
|
|
|
1107
|
Essex Savings Bank
Essex,
Connecticut
|
$445K
|
-$52.1K
|
-1,260
|
-10%
|
|
|
1108
|
ClearBridge Investments
New York
|
$445K
|
+$456K
|
+11,036
|
New
|
|
|
1109
|
Telemus Capital
Southfield,
Michigan
|
$444K
|
-$24.3K
|
-587
|
-5%
|
|
|
1110
|
AdvisorShares Investments
Bethesda,
Maryland
|
$443K
|
-$4.51K
|
-109
|
-1%
|
|
|
1111
|
Courier Capital
Buffalo,
New York
|
$442K
|
-$203K
|
-4,912
|
-31%
|
|
|
1112
|
Parcion Private Wealth
Bellevue,
Washington
|
$438K
|
–
|
–
|
–
|
|
|
1113
|
TFC Financial Management
Boston,
Massachusetts
|
$438K
|
-$455
|
-11
|
-0.1%
|
|
|
1114
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$438K
|
+$15.4K
|
+372
|
+4%
|
|
|
1115
|
Aveo Capital Partners
Englewood,
Colorado
|
$437K
|
+$13.8K
|
+333
|
+3%
|
|
|
1116
|
Wealth Architects
Mountain View,
California
|
$437K
|
-$10K
|
-243
|
-2%
|
|
|
1117
|
Inscription Capital
Houston,
Texas
|
$437K
|
-$4.47K
|
-108
|
-1%
|
|
|
1118
|
Golden State Equity Partners
South Coast Metro,
California
|
$436K
|
+$33.4K
|
+808
|
+8%
|
|
|
1119
|
Summit Trail Advisors
New York
|
$434K
|
-$361K
|
-8,731
|
-45%
|
|
|
1120
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$434K
|
–
|
–
|
–
|
|
|
1121
|
Successful Portfolios
Clearwater,
Florida
|
$433K
|
+$12.4K
|
+301
|
+3%
|
|
|
1122
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$433K
|
-$24.8K
|
-600
|
-5%
|
|
|
1123
|
TrinityPoint Wealth
Milford,
Connecticut
|
$433K
|
-$124K
|
-3,007
|
-22%
|
|
|
1124
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$433K
|
-$16.2K
|
-392
|
-4%
|
|
|
1125
|
St Louis Trust
Saint Louis,
Missouri
|
$432K
|
–
|
–
|
–
|
|
