|
1201
|
JOYN Advisors
Atlanta,
Georgia
|
$400K
|
-$590K
|
-8,565
|
-59%
|
|
|
1202
|
Emerald Advisers
Leola,
Pennsylvania
|
$399K
|
-$42.6K
|
-619
|
-9%
|
|
|
1203
|
EP Wealth Advisors
Torrance,
California
|
$395K
|
+$406K
|
+5,900
|
New
|
|
|
1204
|
TCTC Holdings
Dallas,
Texas
|
$392K
|
–
|
–
|
–
|
|
|
1205
|
Hilltop Holdings
Dallas,
Texas
|
$391K
|
+$45.4K
|
+659
|
+13%
|
|
|
1206
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$391K
|
+$106K
|
+1,539
|
+36%
|
|
|
1207
|
QCI Asset Management
Pittsford,
New York
|
$389K
|
-$59.2K
|
-860
|
-13%
|
|
|
1208
|
Clearstead Advisors
Cleveland,
Ohio
|
$388K
|
+$14.6K
|
+212
|
+4%
|
|
|
1209
|
Ferris Capital
Marlborough,
Massachusetts
|
$386K
|
-$1.38K
|
-20
|
-0.3%
|
|
|
1210
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$385K
|
-$2.87M
|
-41,675
|
-88%
|
|
|
1211
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$384K
|
+$55.8K
|
+810
|
+16%
|
|
|
1212
|
Tarbox Family Office
Newport Beach,
California
|
$382K
|
–
|
–
|
–
|
|
|
1213
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$382K
|
+$11.2K
|
+162
|
+3%
|
|
|
1214
|
Sapphire Star Partners
Redmond,
Washington
|
$381K
|
–
|
–
|
–
|
|
|
1215
|
Successful Portfolios
Clearwater,
Florida
|
$381K
|
–
|
–
|
–
|
|
|
1216
|
PagnatoKarp Partners
Reston,
Virginia
|
$380K
|
+$77.2K
|
+1,122
|
+25%
|
|
|
1217
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$375K
|
-$29.3K
|
-425
|
-7%
|
|
|
1218
|
Bell Bank
Fargo,
North Dakota
|
$375K
|
+$69.2K
|
+1,005
|
+22%
|
|
|
1219
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$370K
|
-$48.2K
|
-700
|
-11%
|
|
|
1220
|
Highland Capital Management (Texas)
Dallas,
Texas
|
$368K
|
-$30.7M
|
-445,800
|
-99%
|
|
|
1221
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$368K
|
-$206K
|
-2,987
|
-35%
|
|
|
1222
|
Montgomery Investment Management
Rockville,
Maryland
|
$366K
|
–
|
–
|
–
|
|
|
1223
|
Global Endowment Management
Charlotte,
North Carolina
|
$366K
|
+$22K
|
+320
|
+6%
|
|
|
1224
|
Abbrea Capital
Greenbrae,
California
|
$364K
|
-$23.1K
|
-335
|
-6%
|
|
|
1225
|
Fortis Advisors
Wayne,
Pennsylvania
|
$364K
|
+$45.1K
|
+655
|
+14%
|
|
