|
1051
|
Sabal Trust
St. Petersburg,
Florida
|
$857K
|
+$376K
|
+5,586
|
+85%
|
|
|
1052
|
Stonegate Investment Group
Birmingham,
Alabama
|
$853K
|
+$27.3K
|
+405
|
+3%
|
|
|
1053
|
Coastwise Capital Group
La Jolla,
California
|
$852K
|
-$9.84K
|
-146
|
-1%
|
|
|
1054
|
Asset Dedication LLC
San Francisco,
California
|
$852K
|
-$32.4K
|
-480
|
-4%
|
|
|
1055
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$850K
|
+$7.75K
|
+115
|
+1%
|
|
|
1056
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$850K
|
+$34.5K
|
+512
|
+4%
|
|
|
1057
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$846K
|
+$90K
|
+1,336
|
+13%
|
|
|
1058
|
3Chopt Investment Partners
Richmond,
Virginia
|
$845K
|
+$809K
|
+12,004
|
New
|
|
|
1059
|
Ulysses Management
New York
|
$845K
|
+$809K
|
+12,000
|
New
|
|
|
1060
|
World Equity Group
Schaumburg,
Illinois
|
$843K
|
+$25.5K
|
+378
|
+3%
|
|
|
1061
|
|
$842K
|
-$13.2K
|
-196
|
-2%
|
|
|
1062
|
Sandy Spring Bank
Olney,
Maryland
|
$841K
|
-$107K
|
-1,592
|
-12%
|
|
|
1063
|
Seelaus Asset Management
Chatham,
New Jersey
|
$836K
|
+$255K
|
+3,780
|
+47%
|
|
|
1064
|
Personal CFO Solutions
Chester,
New Jersey
|
$835K
|
+$80.5K
|
+1,195
|
+11%
|
|
|
1065
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$832K
|
+$797K
|
+11,826
|
New
|
|
|
1066
|
Venturi Wealth Management
Austin,
Texas
|
$832K
|
+$659K
|
+9,772
|
+477%
|
|
|
1067
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$831K
|
+$82.5K
|
+1,224
|
+12%
|
|
|
1068
|
Cohen Klingenstein
New York
|
$831K
|
-$2.53M
|
-37,500
|
-76%
|
|
|
1069
|
Morningstar Investment Services
Chicago,
Illinois
|
$830K
|
-$9.89M
|
-146,764
|
-93%
|
|
|
1070
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$829K
|
+$48.5K
|
+720
|
+7%
|
|
|
1071
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$823K
|
+$149K
|
+2,211
|
+23%
|
|
|
1072
|
Independent Financial Group
San Diego,
California
|
$818K
|
-$119K
|
-1,772
|
-13%
|
|
|
1073
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$815K
|
+$141K
|
+2,090
|
+22%
|
|
|
1074
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$815K
|
+$25K
|
+371
|
+3%
|
|
|
1075
|
Csenge Advisory Group
Clearwater,
Florida
|
$812K
|
+$17.3K
|
+256
|
+2%
|
|
