|
1026
|
WealthSource Partners
San Luis Obispo,
California
|
$229K
|
-$282K
|
-3,900
|
-55%
|
|
|
1027
|
Cypress Wealth Advisors
San Francisco,
California
|
$229K
|
+$13.5K
|
+187
|
+6%
|
|
|
1028
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
1029
|
Clean Yield Group
Norwich,
Vermont
|
$227K
|
–
|
–
|
–
|
|
|
1030
|
Balentine LLC
Atlanta,
Georgia
|
$225K
|
–
|
–
|
–
|
|
|
1031
|
Venturi Wealth Management
Austin,
Texas
|
$225K
|
+$225K
|
+3,110
|
New
|
|
|
1032
|
|
$220K
|
–
|
–
|
–
|
|
|
1033
|
Kissinger Financial Services
Hunt Valley,
Maryland
|
$216K
|
-$172K
|
-2,370
|
-44%
|
|
|
1034
|
Cubic Asset Management
Boston,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
1035
|
IFC Holdings
Tampa,
Florida
|
$216K
|
+$216K
|
+2,982
|
New
|
|
|
1036
|
Patten & Patten
Chattanooga,
Tennessee
|
$215K
|
–
|
–
|
–
|
|
|
1037
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$215K
|
+$12.7K
|
+176
|
+6%
|
|
|
1038
|
Sandy Spring Bank
Olney,
Maryland
|
$213K
|
-$65.2K
|
-900
|
-23%
|
|
|
1039
|
Ronald Blue & Co
Roswell,
Georgia
|
$212K
|
-$18.8K
|
-260
|
-8%
|
|
|
1040
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$212K
|
–
|
–
|
–
|
|
|
1041
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
1042
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$209K
|
–
|
–
|
–
|
|
|
1043
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$209K
|
+$210K
|
+2,900
|
New
|
|
|
1044
|
Intersect Capital
San Ramon,
California
|
$208K
|
-$7.96K
|
-110
|
-4%
|
|
|
1045
|
CenterStar Fund
Chicago,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
1046
|
Intrust Bank
Wichita,
Kansas
|
$207K
|
+$208K
|
+2,871
|
New
|
|
|
1047
|
Weatherstone Capital Management
Denver,
Colorado
|
$207K
|
+$208K
|
+2,871
|
New
|
|
|
1048
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$206K
|
+$207K
|
+2,857
|
New
|
|
|
1049
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$205K
|
+$206K
|
+2,840
|
New
|
|
|
1050
|
Fisher Asset Management
Camas,
Washington
|
$204K
|
-$90.1K
|
-1,244
|
-31%
|
|
