|
401
|
Community Bank
Dewitt,
New York
|
$240K
|
-$26.1K
|
-310
|
-10%
|
|
|
402
|
Rockefeller Financial Services
New York
|
$238K
|
–
|
–
|
–
|
|
|
403
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$235K
|
-$177K
|
-2,100
|
-43%
|
|
|
404
|
SigFig Wealth Management
San Francisco,
California
|
$233K
|
+$233K
|
+2,771
|
New
|
|
|
405
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$229K
|
-$173K
|
-2,054
|
-43%
|
|
|
406
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$227K
|
+$77.1K
|
+916
|
+51%
|
|
|
407
|
Forte Capital
Rochester,
New York
|
$227K
|
–
|
–
|
–
|
|
|
408
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$226K
|
-$3.37K
|
-40
|
-1%
|
|
|
409
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$219K
|
+$220K
|
+2,615
|
New
|
|
|
410
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$214K
|
+$5.22K
|
+62
|
+2%
|
|
|
411
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$213K
|
-$15.3K
|
-182
|
-7%
|
|
|
412
|
|
$211K
|
–
|
–
|
–
|
|
|
413
|
Chilton Capital Management
Houston,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
414
|
Lyons Wealth Management
Winter Park,
Florida
|
$208K
|
+$208K
|
+2,468
|
New
|
|
|
415
|
|
$207K
|
-$976K
|
-11,600
|
-82%
|
|
|
416
|
Global Financial Private Capital
Sarasota,
Florida
|
$204K
|
-$589
|
-7
|
-0.3%
|
|
|
417
|
Choate Investment Advisors
Boston,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
418
|
Sprott Inc
Toronto,
Ontario, Canada
|
$203K
|
+$2.36K
|
+28
|
+1%
|
|
|
419
|
Cobblestone Capital Advisors
Rochester,
New York
|
$202K
|
+$202K
|
+2,405
|
New
|
|
|
420
|
Neuberger Berman Group
New York
|
$201K
|
-$50.8K
|
-604
|
-20%
|
|
|
421
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
422
|
Shoker Investment Counsel
Oxford,
Ohio
|
$201K
|
+$168
|
+2
|
+0.1%
|
|
|
423
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$201K
|
+$202K
|
+2,400
|
New
|
|
|
424
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$195K
|
–
|
–
|
–
|
|
|
425
|
Evercore Wealth Management
New York
|
$193K
|
-$85.3K
|
-1,014
|
-31%
|
|
