|
626
|
Security National Trust
Wheeling,
West Virginia
|
$83K
|
–
|
–
|
–
|
|
|
627
|
Westport Resources Management
Westport,
Connecticut
|
$79K
|
+$20.2K
|
+600
|
+35%
|
|
|
628
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$76K
|
–
|
–
|
–
|
|
|
629
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$73K
|
–
|
–
|
–
|
|
|
630
|
Catamount Wealth Management
Westport,
Connecticut
|
$72K
|
–
|
–
|
–
|
|
|
631
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$72K
|
–
|
–
|
–
|
|
|
632
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$72K
|
+$71.3K
|
+2,115
|
New
|
|
|
633
|
Reilly Financial Advisors
La Mesa,
California
|
$70K
|
-$61.9K
|
-1,835
|
-47%
|
|
|
634
|
First Interstate Bank
Billings,
Montana
|
$67K
|
–
|
–
|
–
|
|
|
635
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$67K
|
-$1.9M
|
-56,411
|
-3%
|
|
|
636
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$65K
|
+$64.1K
|
+1,900
|
New
|
|
|
637
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$64K
|
–
|
–
|
–
|
|
|
638
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$62K
|
–
|
–
|
–
|
|
|
639
|
Rockefeller Financial Services
New York
|
$59K
|
+$41K
|
+1,216
|
+235%
|
|
|
640
|
Trust Company
Manhattan,
Kansas
|
$58.7K
|
+$23.9K
|
+710
|
+70%
|
|
|
641
|
Crosspoint Capital Strategies
Orinda,
California
|
$56K
|
+$47.2K
|
+1,400
|
+915%
|
|
|
642
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$52K
|
+$51.9K
|
+1,540
|
New
|
|
|
643
|
Focused Wealth Management
Newburgh,
New York
|
$40K
|
+$67
|
+2
|
+0.2%
|
|
|
644
|
Alexandria Capital
Arlington,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
645
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$34K
|
–
|
–
|
–
|
|
|
646
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$32K
|
–
|
–
|
–
|
|
|
647
|
Klingman & Associates
New York
|
$32K
|
+$31.9K
|
+945
|
New
|
|
|
648
|
Asset Dedication LLC
San Francisco,
California
|
$32K
|
+$32K
|
+949
|
New
|
|
|
649
|
First Quadrant
Glendale,
California
|
$31K
|
-$10.9K
|
-322
|
-26%
|
|
|
650
|
Versant Capital Management
Phoenix,
Arizona
|
$31K
|
+$30.7K
|
+910
|
New
|
|
