|
1201
|
West Family Investments
Carlsbad,
California
|
$497K
|
–
|
–
|
–
|
|
|
1202
|
Sonata Capital Group
Seattle,
Washington
|
$496K
|
+$502K
|
+7,186
|
New
|
|
|
1203
|
Segment Wealth Management
Houston,
Texas
|
$492K
|
-$12.8K
|
-183
|
-3%
|
|
|
1204
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$492K
|
+$41.9K
|
+600
|
+9%
|
|
|
1205
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$489K
|
+$40.1K
|
+575
|
+9%
|
|
|
1206
|
Bison Wealth
Atlanta,
Georgia
|
$489K
|
+$495K
|
+7,088
|
New
|
|
|
1207
|
Beech Hill Advisors
New York
|
$486K
|
-$105K
|
-1,500
|
-18%
|
|
|
1208
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$485K
|
–
|
–
|
–
|
|
|
1209
|
Guardian Life Insurance
New York
|
$485K
|
+$2.23K
|
+32
|
+0.5%
|
|
|
1210
|
American Financial Group
Cincinnati,
Ohio
|
$483K
|
–
|
–
|
–
|
|
|
1211
|
J.P. Turner & Co Capital Management
Atlanta,
Georgia
|
$483K
|
+$489K
|
+7,004
|
New
|
|
|
1212
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$480K
|
–
|
–
|
–
|
|
|
1213
|
Community Financial Services Group
Newport,
Vermont
|
$480K
|
–
|
–
|
–
|
|
|
1214
|
Allen Investment Management
New York
|
$478K
|
-$768
|
-11
|
-0.2%
|
|
|
1215
|
AssetMark Inc
Concord,
California
|
$476K
|
+$13.1K
|
+188
|
+3%
|
|
|
1216
|
Oakworth Capital
Birmingham,
Alabama
|
$475K
|
+$211K
|
+3,019
|
+78%
|
|
|
1217
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$473K
|
–
|
–
|
–
|
|
|
1218
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$473K
|
+$478K
|
+6,854
|
New
|
|
|
1219
|
Osborne Partners Capital Management
San Francisco,
California
|
$472K
|
-$129K
|
-1,848
|
-21%
|
|
|
1220
|
Provident Investment Management
Novi,
Michigan
|
$472K
|
–
|
–
|
–
|
|
|
1221
|
|
$472K
|
+$477K
|
+6,839
|
New
|
|
|
1222
|
Raffa Wealth Management
Washington,
District of Columbia
|
$471K
|
+$15K
|
+215
|
+3%
|
|
|
1223
|
Marshall Wace
London,
United Kingdom
|
$471K
|
-$1.23M
|
-17,628
|
-72%
|
|
|
1224
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$471K
|
+$476K
|
+6,826
|
New
|
|
|
1225
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$468K
|
-$36.3K
|
-520
|
-7%
|
|
