|
1301
|
CX Institutional
Auburn,
Indiana
|
$150K
|
+$34.1K
|
+530
|
+28%
|
|
|
1302
|
Essex Investment Management
Boston,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
1303
|
Liberty Wealth Management
Oakland,
California
|
$144K
|
+$74.6K
|
+1,159
|
+102%
|
|
|
1304
|
Clearview Wealth Advisors
Salem,
Oregon
|
$142K
|
+$1.29K
|
+20
|
+0.9%
|
|
|
1305
|
PrairieView Partners
St. Paul,
Minnesota
|
$138K
|
–
|
–
|
–
|
|
|
1306
|
Tompkins Financial
Ithaca,
New York
|
$138K
|
+$144K
|
+2,230
|
New
|
|
|
1307
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$137K
|
–
|
–
|
–
|
|
|
1308
|
Field & Main Bank
Henderson,
Kentucky
|
$137K
|
+$23.2K
|
+360
|
+20%
|
|
|
1309
|
Rock Creek Group
Washington,
District of Columbia
|
$134K
|
-$107K
|
-1,664
|
-43%
|
|
|
1310
|
Avion Wealth
The Woodlands,
Texas
|
$134K
|
-$6.44K
|
-100
|
-4%
|
|
|
1311
|
Burleson & Co
Petaluma,
California
|
$133K
|
-$4.96K
|
-77
|
-3%
|
|
|
1312
|
Acadian Asset Management
Boston,
Massachusetts
|
$132K
|
-$296K
|
-4,596
|
-68%
|
|
|
1313
|
Whittier Trust
South Pasadena,
California
|
$132K
|
+$12.9K
|
+200
|
+10%
|
|
|
1314
|
Clear Investment Research
Alpharetta,
Georgia
|
$130K
|
–
|
–
|
–
|
|
|
1315
|
Tarbox Family Office
Newport Beach,
California
|
$127K
|
–
|
–
|
–
|
|
|
1316
|
Manchester Capital Management
Manchester,
Vermont
|
$125K
|
-$14.9K
|
-232
|
-10%
|
|
|
1317
|
Corsicana & Co
Corsicana,
Texas
|
$124K
|
–
|
–
|
–
|
|
|
1318
|
West Paces Advisors
Atlanta,
Georgia
|
$124K
|
+$14.7K
|
+229
|
+13%
|
|
|
1319
|
Baystate Wealth Management
Boston,
Massachusetts
|
$123K
|
+$386
|
+6
|
+0.3%
|
|
|
1320
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$122K
|
-$61.5K
|
-956
|
-33%
|
|
|
1321
|
Private Capital Group
West Hartford,
Connecticut
|
$122K
|
+$5.21K
|
+81
|
+4%
|
|
|
1322
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$121K
|
+$2.25K
|
+35
|
+2%
|
|
|
1323
|
Security National Trust
Wheeling,
West Virginia
|
$120K
|
–
|
–
|
–
|
|
|
1324
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$118K
|
+$120K
|
+1,870
|
+6,448%
|
|
|
1325
|
Eagle Bay Advisors
New York
|
$117K
|
+$48K
|
+745
|
+65%
|
|
