|
1201
|
TrinityPoint Wealth
Milford,
Connecticut
|
$318K
|
–
|
–
|
–
|
|
|
1202
|
SVB Investment Services
Salt Lake City,
Utah
|
$317K
|
–
|
–
|
–
|
|
|
1203
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$317K
|
+$309K
|
+2,013
|
+5,441%
|
|
|
1204
|
Old Port Advisors
Portland,
Maine
|
$315K
|
-$14.3K
|
-93
|
-4%
|
|
|
1205
|
Parkside Advisors
Berkeley,
California
|
$314K
|
-$80.9K
|
-527
|
-21%
|
|
|
1206
|
White Pine Capital
Bloomington,
Minnesota
|
$314K
|
-$2.46K
|
-16
|
-0.8%
|
|
|
1207
|
Verity Asset Management
Durham,
North Carolina
|
$311K
|
+$72.6K
|
+473
|
+31%
|
|
|
1208
|
INVST
Indianapolis,
Indiana
|
$311K
|
+$303K
|
+1,976
|
New
|
|
|
1209
|
Vontobel Holding
Zurich,
Switzerland
|
$311K
|
+$309K
|
+2,010
|
New
|
|
|
1210
|
First Horizon Advisors
Memphis,
Tennessee
|
$309K
|
+$114K
|
+745
|
+59%
|
|
|
1211
|
Hills Bank & Trust
North Liberty,
Iowa
|
$307K
|
–
|
–
|
–
|
|
|
1212
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
1213
|
Vigilant Capital Management
Portland,
Maine
|
$307K
|
–
|
–
|
–
|
|
|
1214
|
Plancorp LLC
Saint Louis,
Missouri
|
$307K
|
+$153
|
+1
|
+0.1%
|
|
|
1215
|
Mattern Capital Management
Lakewood,
Colorado
|
$306K
|
+$303K
|
+1,975
|
New
|
|
|
1216
|
NovaPoint Capital
Atlanta,
Georgia
|
$304K
|
–
|
–
|
–
|
|
|
1217
|
First National Corp
Rockland,
Massachusetts
|
$301K
|
-$60.6K
|
-395
|
-13%
|
|
|
1218
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$301K
|
-$34.7K
|
-226
|
-10%
|
|
|
1219
|
Navellier & Associates
Reno,
Nevada
|
$300K
|
+$1.07K
|
+7
|
+0.4%
|
|
|
1220
|
LVM Capital Management
Portage,
Michigan
|
$299K
|
–
|
–
|
–
|
|
|
1221
|
F3Logic
Burnsville,
Minnesota
|
$298K
|
+$153
|
+1
|
+0.1%
|
|
|
1222
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$295K
|
-$48.5K
|
-316
|
-14%
|
|
|
1223
|
Courier Capital
Buffalo,
New York
|
$295K
|
–
|
–
|
–
|
|
|
1224
|
Cascadia Advisory Services
Portland,
Oregon
|
$295K
|
+$17.2K
|
+112
|
+6%
|
|
|
1225
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$293K
|
+$47.1K
|
+307
|
+19%
|
|
