|
1301
|
Encompass Wealth Advisors
Portland,
Oregon
|
$311K
|
–
|
–
|
–
|
|
|
1302
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$311K
|
+$332K
|
+2,355
|
New
|
|
|
1303
|
Claro Advisors
Boston,
Massachusetts
|
$310K
|
-$162K
|
-1,152
|
-33%
|
|
|
1304
|
Dopkins Wealth Management
Williamsville,
New York
|
$310K
|
+$4.09K
|
+29
|
+1%
|
|
|
1305
|
Kingfisher Capital
Charlotte,
North Carolina
|
$309K
|
+$1.98K
|
+14
|
+0.6%
|
|
|
1306
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$308K
|
-$162K
|
-1,150
|
-33%
|
|
|
1307
|
Stone Asset Management
Austin,
Texas
|
$306K
|
+$327K
|
+2,318
|
New
|
|
|
1308
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
1309
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$303K
|
-$5.5K
|
-39
|
-2%
|
|
|
1310
|
Milestone Wealth
Buffalo,
New York
|
$303K
|
–
|
–
|
–
|
|
|
1311
|
O'Rourke & Company
Boston,
Massachusetts
|
$302K
|
+$11.4K
|
+81
|
+4%
|
|
|
1312
|
Vision Capital Management
Portland,
Oregon
|
$302K
|
+$323K
|
+2,290
|
New
|
|
|
1313
|
Oak Harvest Investment Services
Houston,
Texas
|
$301K
|
+$11.6K
|
+82
|
+4%
|
|
|
1314
|
Magnolia Capital Management
Cold Spring,
New York
|
$301K
|
+$248K
|
+1,755
|
+334%
|
|
|
1315
|
VeraBank
Henderson,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
1316
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$298K
|
-$24.1K
|
-171
|
-7%
|
|
|
1317
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$298K
|
+$132K
|
+939
|
+71%
|
|
|
1318
|
Calton & Associates
Tampa,
Florida
|
$297K
|
-$618K
|
-4,380
|
-66%
|
|
|
1319
|
Fusion Family Wealth
Woodbury,
New York
|
$296K
|
–
|
–
|
–
|
|
|
1320
|
DGS Capital Management
Jersey City,
New Jersey
|
$296K
|
+$25.4K
|
+180
|
+9%
|
|
|
1321
|
Bay Colony Advisors
Concord,
Massachusetts
|
$294K
|
+$26.9K
|
+191
|
+10%
|
|
|
1322
|
Means Investment Company
Bangor,
Maine
|
$293K
|
+$1.41K
|
+10
|
+0.5%
|
|
|
1323
|
Operose Advisors
Milwaukee,
Wisconsin
|
$292K
|
+$1.83K
|
+13
|
+0.6%
|
|
|
1324
|
Brio Consultants
San Francisco,
California
|
$291K
|
+$95.6K
|
+678
|
+44%
|
|
|
1325
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$290K
|
+$846
|
+6
|
+0.3%
|
|
