|
126
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$20K
|
+$20.6K
|
+600
|
New
|
|
|
127
|
Addison Advisors
Middlebury,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
128
|
CVA Family Office
Denver,
Colorado
|
$15K
|
+$16K
|
+464
|
New
|
|
|
129
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
130
|
Harbour Investments
Madison,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
131
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$10K
|
+$10.3K
|
+300
|
New
|
|
|
132
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$9K
|
+$9.15K
|
+266
|
New
|
|
|
133
|
SJS Investment Consulting
Sylvania,
Ohio
|
$8K
|
+$7.95K
|
+231
|
New
|
|
|
134
|
American Portfolios Advisors
Holbrook,
New York
|
$7.86K
|
+$826
|
+24
|
+11%
|
|
|
135
|
TFC Financial Management
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
136
|
Gradient Investments
Arden Hills,
Minnesota
|
$6K
|
+$6.3K
|
+183
|
New
|
|
|
137
|
Rockefeller Capital Management
New York
|
$5K
|
+$5.51K
|
+160
|
New
|
|
|
138
|
Brown Brothers Harriman & Co
New York
|
$3K
|
–
|
–
|
–
|
|
|
139
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
140
|
Center for Financial Planning
Southfied,
Michigan
|
$1K
|
+$69
|
+2
|
+10%
|
|
|
141
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$775K
|
-23,219
|
Closed
|
|
|
142
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$207K
|
-6,197
|
Closed
|
|
|
143
|
Bassett Hargrove Investment Counsel
Greenville,
Delaware
|
–
|
-$205K
|
-6,000
|
Closed
|
|
|
144
|
Private Ocean
San Rafael,
California
|
–
|
-$10K
|
-300
|
Closed
|
|
|
145
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
–
|
-$4K
|
-129
|
Closed
|
|
|
146
|
|
–
|
-$1K
|
-33
|
Closed
|
|
|
147
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
+$241
|
+7
|
New
|
|
