|
1301
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$266K
|
-$7.09K
|
-44
|
-2%
|
|
|
1302
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$265K
|
–
|
–
|
–
|
|
|
1303
|
Strategy Asset Managers
Pasadena,
California
|
$263K
|
-$4.67K
|
-29
|
-1%
|
|
|
1304
|
Shoker Investment Counsel
Oxford,
Ohio
|
$263K
|
+$1.61K
|
+10
|
+0.5%
|
|
|
1305
|
Destination Wealth Management
Walnut Creek,
California
|
$263K
|
+$310K
|
+1,925
|
New
|
|
|
1306
|
Paul John Balson
Marina Del Rey,
California
|
$262K
|
+$309K
|
+1,917
|
New
|
|
|
1307
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
1308
|
CWA Asset Management Group
Naples,
Florida
|
$258K
|
+$34K
|
+211
|
+13%
|
|
|
1309
|
GM Advisory Group
Melville,
New York
|
$256K
|
–
|
–
|
–
|
|
|
1310
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$255K
|
+$59K
|
+366
|
+24%
|
|
|
1311
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$254K
|
–
|
–
|
–
|
|
|
1312
|
WealthOne
Albany,
New York
|
$252K
|
+$483
|
+3
|
+0.2%
|
|
|
1313
|
MCF Advisors
Covington,
Kentucky
|
$251K
|
–
|
–
|
–
|
|
|
1314
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$251K
|
+$48.5K
|
+301
|
+20%
|
|
|
1315
|
Americana Partners
Houston,
Texas
|
$251K
|
+$72.3K
|
+449
|
+32%
|
|
|
1316
|
Bison Wealth
Atlanta,
Georgia
|
$250K
|
-$12.1K
|
-75
|
-4%
|
|
|
1317
|
Wellington Shields Capital Management
New York
|
$250K
|
–
|
–
|
–
|
|
|
1318
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$248K
|
+$293K
|
+1,818
|
New
|
|
|
1319
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$247K
|
+$291K
|
+1,809
|
New
|
|
|
1320
|
Avity Investment Management
Greenwich,
Connecticut
|
$246K
|
–
|
–
|
–
|
|
|
1321
|
Dodge & Cox
San Francisco,
California
|
$246K
|
–
|
–
|
–
|
|
|
1322
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$246K
|
+$288K
|
+1,788
|
New
|
|
|
1323
|
Wallace Capital Management
Dallas,
Texas
|
$245K
|
–
|
–
|
–
|
|
|
1324
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$245K
|
+$38.8K
|
+241
|
+16%
|
|
|
1325
|
Global Financial Private Client
Sarasota,
Florida
|
$242K
|
+$5.8K
|
+36
|
+2%
|
|
