|
1201
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$911K
|
-$9.95K
|
-50
|
-1%
|
|
|
1202
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$905K
|
-$70.4K
|
-354
|
-7%
|
|
|
1203
|
Washington Trust
Westerly,
Rhode Island
|
$903K
|
-$42.8K
|
-215
|
-5%
|
|
|
1204
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$900K
|
+$15.9K
|
+80
|
+2%
|
|
|
1205
|
Montecito Bank & Trust
Santa Barbara,
California
|
$899K
|
+$902K
|
+4,535
|
New
|
|
|
1206
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$896K
|
–
|
–
|
–
|
|
|
1207
|
Meridian Financial Partners
Warrenton,
Virginia
|
$896K
|
+$870K
|
+4,373
|
New
|
|
|
1208
|
GM Advisory Group
Melville,
New York
|
$894K
|
-$8.95K
|
-45
|
-1%
|
|
|
1209
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$892K
|
+$281K
|
+1,410
|
+46%
|
|
|
1210
|
PDS Planning
Dublin,
Ohio
|
$892K
|
+$57.9K
|
+291
|
+7%
|
|
|
1211
|
Horizon Kinetics Asset Management
New York
|
$892K
|
-$77K
|
-387
|
-8%
|
|
|
1212
|
Caldwell Trust
Venice,
Florida
|
$891K
|
-$61.9K
|
-311
|
-6%
|
|
|
1213
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$891K
|
+$26.9K
|
+135
|
+3%
|
|
|
1214
|
Holderness Investments Company
Greensboro,
North Carolina
|
$887K
|
–
|
–
|
–
|
|
|
1215
|
One Capital Management
Westlake Village,
California
|
$883K
|
-$37.2K
|
-187
|
-4%
|
|
|
1216
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$881K
|
+$200K
|
+1,003
|
+29%
|
|
|
1217
|
Banque de Luxembourg
Luxembourg
|
$881K
|
-$2.59K
|
-13
|
-0.3%
|
|
|
1218
|
JGP Wealth Management
Bend,
Oregon
|
$880K
|
+$11.1K
|
+56
|
+1%
|
|
|
1219
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$876K
|
+$29.8K
|
+150
|
+4%
|
|
|
1220
|
Clearstead Trust
Portland,
Maine
|
$871K
|
-$9.75K
|
-49
|
-1%
|
|
|
1221
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$871K
|
+$14.7K
|
+74
|
+2%
|
|
|
1222
|
Boltwood Capital Management
Walnut Creek,
California
|
$870K
|
-$995
|
-5
|
-0.1%
|
|
|
1223
|
FullCircle Wealth
Dallas,
Texas
|
$870K
|
+$161K
|
+807
|
+25%
|
|
|
1224
|
J.W. Cole Advisors
Tampa,
Florida
|
$867K
|
-$11.1K
|
-56
|
-1%
|
|
|
1225
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$862K
|
–
|
–
|
–
|
|
