|
1401
|
Private Wealth Partners
Mill Valley,
California
|
$256K
|
–
|
–
|
–
|
|
|
1402
|
United Asset Strategies
Garden City,
New York
|
$255K
|
+$8.43K
|
+62
|
+4%
|
|
|
1403
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$255K
|
+$15.1K
|
+111
|
+7%
|
|
|
1404
|
Vigilant Capital Management
Portland,
Maine
|
$253K
|
–
|
–
|
–
|
|
|
1405
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$253K
|
+$9.11K
|
+67
|
+4%
|
|
|
1406
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$252K
|
+$1.77K
|
+13
|
+0.7%
|
|
|
1407
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$251K
|
-$2.04K
|
-15
|
-0.8%
|
|
|
1408
|
Soundwatch Capital
Rowayton,
Connecticut
|
$250K
|
-$15.5K
|
-114
|
-6%
|
|
|
1409
|
Howard Financial Services
Dallas,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
1410
|
Winfield Associates
Cleveland,
Ohio
|
$248K
|
–
|
–
|
–
|
|
|
1411
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$247K
|
+$1.22K
|
+9
|
+0.5%
|
|
|
1412
|
Norway Savings Bank
Portland,
Maine
|
$247K
|
+$23.8K
|
+175
|
+11%
|
|
|
1413
|
|
$246K
|
+$17.9K
|
+132
|
+8%
|
|
|
1414
|
Holt Capital Partners
Fort Worth,
Texas
|
$244K
|
–
|
–
|
–
|
|
|
1415
|
Destination Wealth Management
Walnut Creek,
California
|
$244K
|
+$272
|
+2
|
+0.1%
|
|
|
1416
|
Edge Capital Group
Atlanta,
Georgia
|
$244K
|
+$233K
|
+1,712
|
New
|
|
|
1417
|
Compton Capital Management
Providence,
Rhode Island
|
$243K
|
-$27.2K
|
-200
|
-11%
|
|
|
1418
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$243K
|
–
|
–
|
–
|
|
|
1419
|
Moseley Investment Management
Bradenton,
Florida
|
$242K
|
-$136
|
-1
|
-0.1%
|
|
|
1420
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$241K
|
+$230K
|
+1,691
|
New
|
|
|
1421
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$239K
|
–
|
–
|
–
|
|
|
1422
|
Telos Capital Management
San Diego,
California
|
$239K
|
–
|
–
|
–
|
|
|
1423
|
|
$239K
|
+$44.9K
|
+330
|
+24%
|
|
|
1424
|
Tiedemann Advisors
New York
|
$239K
|
+$226K
|
+1,665
|
New
|
|
|
1425
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$239K
|
+$227K
|
+1,673
|
New
|
|
