|
901
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$265K
|
–
|
–
|
–
|
|
|
902
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$265K
|
–
|
–
|
–
|
|
|
903
|
Private Asset Management
San Diego,
California
|
$264K
|
-$20.6K
|
-252
|
-8%
|
|
|
904
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$264K
|
–
|
–
|
–
|
|
|
905
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$263K
|
-$4.66K
|
-57
|
-2%
|
|
|
906
|
ClearBridge Investments
New York
|
$263K
|
+$736
|
+9
|
+0.3%
|
|
|
907
|
First Bankers Trust
Louisville,
Kentucky
|
$260K
|
-$250K
|
-3,052
|
-51%
|
|
|
908
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$260K
|
+$17.2K
|
+210
|
+8%
|
|
|
909
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$260K
|
+$240K
|
+2,931
|
New
|
|
|
910
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$259K
|
-$32.7K
|
-400
|
-12%
|
|
|
911
|
IFC Holdings
Tampa,
Florida
|
$257K
|
-$16.7K
|
-204
|
-7%
|
|
|
912
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$257K
|
–
|
–
|
–
|
|
|
913
|
Violich Capital Management
San Francisco,
California
|
$257K
|
–
|
–
|
–
|
|
|
914
|
Weybosset Research & Management
Province,
Rhode Island
|
$257K
|
–
|
–
|
–
|
|
|
915
|
MCF Advisors
Covington,
Kentucky
|
$256K
|
-$16.2K
|
-198
|
-6%
|
|
|
916
|
Tarbox Family Office
Newport Beach,
California
|
$255K
|
-$39.3K
|
-480
|
-14%
|
|
|
917
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$255K
|
-$7.2K
|
-88
|
-3%
|
|
|
918
|
Johanson Financial Advisors
Campbell,
California
|
$253K
|
-$157K
|
-1,920
|
-40%
|
|
|
919
|
Sterling Capital Management
Charlotte,
North Carolina
|
$248K
|
+$229K
|
+2,795
|
New
|
|
|
920
|
Regal Investment Advisors
Kentwood,
Michigan
|
$248K
|
+$229K
|
+2,798
|
New
|
|
|
921
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$246K
|
+$16.4K
|
+200
|
+8%
|
|
|
922
|
King Wealth Management Group
Naples,
Florida
|
$245K
|
+$3.44K
|
+42
|
+2%
|
|
|
923
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$244K
|
-$23.3K
|
-285
|
-9%
|
|
|
924
|
Atwood & Palmer
Kansas City,
Missouri
|
$244K
|
+$4.42K
|
+54
|
+2%
|
|
|
925
|
First Foundation Advisors
Irvine,
California
|
$244K
|
+$225K
|
+2,747
|
New
|
|
