|
351
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
352
|
Caldwell Trust
Venice,
Florida
|
$24.9K
|
–
|
–
|
–
|
|
|
353
|
Citizens Financial Group
Providence,
Rhode Island
|
$24K
|
+$34.1K
|
+900
|
New
|
|
|
354
|
Norway Savings Bank
Portland,
Maine
|
$23K
|
–
|
–
|
–
|
|
|
355
|
Bessemer Group
Woodbridge,
New Jersey
|
$22K
|
–
|
–
|
–
|
|
|
356
|
TrueWealth LLC
Atlanta,
Georgia
|
$20K
|
–
|
–
|
–
|
|
|
357
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$19.2K
|
–
|
–
|
–
|
|
|
358
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
359
|
Kore Private Wealth
New York
|
$18K
|
–
|
–
|
–
|
|
|
360
|
Asset Dedication LLC
San Francisco,
California
|
$17K
|
–
|
–
|
–
|
|
|
361
|
Synovus Financial
Columbus,
Georgia
|
$17K
|
+$24.2K
|
+638
|
New
|
|
|
362
|
Estabrook Capital Management
New York
|
$16.6K
|
-$7.84K
|
-207
|
-25%
|
|
|
363
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
364
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$14K
|
–
|
–
|
–
|
|
|
365
|
CSat Investment Advisory
Detroit,
Michigan
|
$14K
|
+$3.33K
|
+88
|
+20%
|
|
|
366
|
Monetary Management Group
St Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
367
|
North Star Investment Management
Chicago,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
368
|
Berman Capital Advisors
Atlanta,
Georgia
|
$13K
|
+$18.5K
|
+488
|
+2,033%
|
|
|
369
|
Golden State Wealth Management
Santa Ana,
California
|
$13K
|
+$18.8K
|
+497
|
New
|
|
|
370
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12K
|
-$11.7K
|
-310
|
-41%
|
|
|
371
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
372
|
Kings Point Capital Management
Great Neck,
New York
|
$12K
|
–
|
–
|
–
|
|
|
373
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
-$83.3K
|
-2,200
|
-85%
|
|
|
374
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11K
|
+$9.24K
|
+244
|
+143%
|
|
|
375
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$10K
|
-$29K
|
-765
|
-67%
|
|
