|
1201
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$350K
|
+$333K
|
+4,446
|
New
|
|
|
1202
|
O'Rourke & Company
Boston,
Massachusetts
|
$350K
|
–
|
–
|
–
|
|
|
1203
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$347K
|
–
|
–
|
–
|
|
|
1204
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$346K
|
-$88.9K
|
-1,186
|
-21%
|
|
|
1205
|
Naples Global Advisors
Naples,
Florida
|
$346K
|
+$14.2K
|
+190
|
+5%
|
|
|
1206
|
Oxford Financial Group
Carmel,
Indiana
|
$345K
|
+$27.5K
|
+367
|
+9%
|
|
|
1207
|
Belmont Capital
Los Angeles,
California
|
$344K
|
–
|
–
|
–
|
|
|
1208
|
Bison Wealth
Atlanta,
Georgia
|
$344K
|
-$34.3K
|
-457
|
-9%
|
|
|
1209
|
Pflug Koory
Omaha,
Nebraska
|
$341K
|
-$4.5K
|
-60
|
-1%
|
|
|
1210
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$340K
|
+$150
|
+2
|
+0%
|
|
|
1211
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$340K
|
+$150
|
+2
|
+0%
|
|
|
1212
|
Bay Colony Advisors
Concord,
Massachusetts
|
$339K
|
+$7.65K
|
+102
|
+2%
|
|
|
1213
|
Winslow Asset Management
Beachwood,
Ohio
|
$339K
|
–
|
–
|
–
|
|
|
1214
|
Horizon Wealth Management
La Grange,
Illinois
|
$337K
|
+$525
|
+7
|
+0.2%
|
|
|
1215
|
Cobblestone Capital Advisors
Rochester,
New York
|
$337K
|
–
|
–
|
–
|
|
|
1216
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$335K
|
+$36K
|
+480
|
+13%
|
|
|
1217
|
Evergreen Capital Management
Bellevue,
Washington
|
$335K
|
+$59.8K
|
+798
|
+23%
|
|
|
1218
|
Evermay Wealth Management
Arlington,
Virginia
|
$334K
|
–
|
–
|
–
|
|
|
1219
|
Patron Partners
Houston,
Texas
|
$332K
|
–
|
–
|
–
|
|
|
1220
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$332K
|
-$152K
|
-2,032
|
-33%
|
|
|
1221
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$331K
|
–
|
–
|
–
|
|
|
1222
|
Portland Global Advisors
Portland,
Maine
|
$331K
|
–
|
–
|
–
|
|
|
1223
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$329K
|
–
|
–
|
–
|
|
|
1224
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$329K
|
–
|
–
|
–
|
|
|
1225
|
Insight Folios
Charlotte,
North Carolina
|
$329K
|
+$10.7K
|
+143
|
+4%
|
|
