|
1301
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$255K
|
+$9.26K
|
+200
|
+3%
|
|
|
1302
|
BSW Wealth Partners
Boulder,
Colorado
|
$252K
|
-$214K
|
-4,631
|
-43%
|
|
|
1303
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$252K
|
+$289K
|
+6,238
|
New
|
|
|
1304
|
Belpointe Asset Management
Reno,
Nevada
|
$251K
|
-$38.7K
|
-837
|
-12%
|
|
|
1305
|
Peregrine Asset Advisers
Portland,
Oregon
|
$250K
|
-$115K
|
-2,492
|
-29%
|
|
|
1306
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$249K
|
–
|
–
|
–
|
|
|
1307
|
Personal Capital Advisors
Redwood City,
California
|
$247K
|
+$46.5K
|
+1,004
|
+20%
|
|
|
1308
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$246K
|
+$34.5K
|
+745
|
+14%
|
|
|
1309
|
NorthRock Partners
Minneapolis,
Minnesota
|
$245K
|
-$140K
|
-3,030
|
-33%
|
|
|
1310
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$245K
|
+$4.72K
|
+102
|
+2%
|
|
|
1311
|
Diversified Trust
Memphis,
Tennessee
|
$244K
|
-$47.6K
|
-1,029
|
-15%
|
|
|
1312
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$244K
|
–
|
–
|
–
|
|
|
1313
|
XTX Topco
George Town,
Cayman Islands
|
$242K
|
+$278K
|
+6,008
|
New
|
|
|
1314
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$241K
|
-$37.3K
|
-805
|
-12%
|
|
|
1315
|
Ballast Advisors
Woodbury,
Minnesota
|
$241K
|
-$555
|
-12
|
-0.2%
|
|
|
1316
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$241K
|
+$278
|
+6
|
+0.1%
|
|
|
1317
|
FSA Wealth Management
Needham,
Massachusetts
|
$241K
|
+$276K
|
+5,969
|
New
|
|
|
1318
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$240K
|
-$24K
|
-519
|
-8%
|
|
|
1319
|
Brookstone Capital Management
Wheaton,
Illinois
|
$240K
|
-$4.21K
|
-91
|
-1%
|
|
|
1320
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$240K
|
+$21.7K
|
+469
|
+9%
|
|
|
1321
|
Cooper Financial Group
Irvine,
California
|
$240K
|
+$40.7K
|
+879
|
+17%
|
|
|
1322
|
Norris Perne & French
Grand Rapids,
Michigan
|
$239K
|
–
|
–
|
–
|
|
|
1323
|
Spinnaker Trust
Portland,
Maine
|
$239K
|
–
|
–
|
–
|
|
|
1324
|
Lazard Asset Management
New York
|
$238K
|
-$151K
|
-3,265
|
-36%
|
|
|
1325
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$238K
|
-$602
|
-13
|
-0.2%
|
|
