|
1201
|
Gideon Capital Advisors
New York
|
$1.07M
|
+$694K
|
+8,825
|
+149%
|
|
|
1202
|
Bennicas & Associates
Portola Valley,
California
|
$1.07M
|
-$16.5K
|
-210
|
-1%
|
|
|
1203
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.07M
|
+$104K
|
+1,327
|
+10%
|
|
|
1204
|
Poehling Capital Management
Madison,
Wisconsin
|
$1.07M
|
+$66K
|
+840
|
+6%
|
|
|
1205
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.07M
|
-$85.3K
|
-1,085
|
-7%
|
|
|
1206
|
Inlet Private Wealth
Jupiter,
Florida
|
$1.07M
|
+$15.7K
|
+200
|
+1%
|
|
|
1207
|
Diversified Trust
Memphis,
Tennessee
|
$1.07M
|
+$157K
|
+1,998
|
+16%
|
|
|
1208
|
Tompkins Financial
Ithaca,
New York
|
$1.07M
|
-$133K
|
-1,696
|
-10%
|
|
|
1209
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.07M
|
+$732K
|
+9,314
|
+174%
|
|
|
1210
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.07M
|
+$732K
|
+9,314
|
+174%
|
|
|
1211
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.06M
|
-$5.5K
|
-70
|
-0.5%
|
|
|
1212
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.06M
|
-$99.7K
|
-1,269
|
-8%
|
|
|
1213
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$1.06M
|
-$2.05M
|
-26,112
|
-64%
|
|
|
1214
|
Eastern Bank
Boston,
Massachusetts
|
$1.05M
|
-$1.11M
|
-14,103
|
-49%
|
|
|
1215
|
Oak Associates
Akron,
Ohio
|
$1.05M
|
+$630K
|
+8,020
|
+124%
|
|
|
1216
|
Acadian Asset Management
Boston,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
1217
|
WMS Partners
Towson,
Maryland
|
$1.05M
|
+$132K
|
+1,680
|
+13%
|
|
|
1218
|
Asymmetry Capital Management
San Francisco,
California
|
$1.05M
|
+$1.13M
|
+14,406
|
New
|
|
|
1219
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.04M
|
+$531K
|
+6,759
|
+79%
|
|
|
1220
|
Institute for Wealth Management
Denver,
Colorado
|
$1.04M
|
+$36K
|
+458
|
+3%
|
|
|
1221
|
Northeast Investment Management
Boston,
Massachusetts
|
$1.04M
|
+$385K
|
+4,896
|
+52%
|
|
|
1222
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.03M
|
-$14.9K
|
-189
|
-1%
|
|
|
1223
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.03M
|
+$257K
|
+3,266
|
+30%
|
|
|
1224
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1.03M
|
-$62.1K
|
-790
|
-5%
|
|
|
1225
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$1.02M
|
-$6.84K
|
-87
|
-0.6%
|
|
