|
1201
|
Cypress Wealth Services
Palm Desert,
California
|
$326K
|
+$329K
|
+3,557
|
New
|
|
|
1202
|
Destination Wealth Management
Walnut Creek,
California
|
$323K
|
+$3.33K
|
+36
|
+1%
|
|
|
1203
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$320K
|
-$1.18M
|
-12,767
|
-79%
|
|
|
1204
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$320K
|
-$11.6K
|
-125
|
-3%
|
|
|
1205
|
Detalus Advisors
St. Louis,
Missouri
|
$320K
|
+$2.68K
|
+29
|
+0.8%
|
|
|
1206
|
McRae Capital Management
Morristown,
New Jersey
|
$319K
|
+$33.9K
|
+367
|
+12%
|
|
|
1207
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$318K
|
+$12.9K
|
+139
|
+4%
|
|
|
1208
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$316K
|
–
|
–
|
–
|
|
|
1209
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$316K
|
–
|
–
|
–
|
|
|
1210
|
Boltwood Capital Management
Walnut Creek,
California
|
$315K
|
-$13.9K
|
-150
|
-4%
|
|
|
1211
|
Bessemer Group
Woodbridge,
New Jersey
|
$314K
|
-$46.2K
|
-499
|
-13%
|
|
|
1212
|
CGN Advisors
Manhattan,
Kansas
|
$314K
|
+$317K
|
+3,426
|
New
|
|
|
1213
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$314K
|
+$318K
|
+3,434
|
New
|
|
|
1214
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
1215
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$312K
|
+$8.14K
|
+88
|
+3%
|
|
|
1216
|
Lantz Financial
Naperville,
Illinois
|
$312K
|
+$12.7K
|
+137
|
+4%
|
|
|
1217
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$311K
|
+$63.9K
|
+691
|
+25%
|
|
|
1218
|
Fagan Associates
Troy,
New York
|
$309K
|
-$2.4K
|
-26
|
-0.8%
|
|
|
1219
|
Claro Advisors
Boston,
Massachusetts
|
$309K
|
+$2.96K
|
+32
|
+1%
|
|
|
1220
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$309K
|
+$312K
|
+3,378
|
New
|
|
|
1221
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$308K
|
-$16.1K
|
-174
|
-5%
|
|
|
1222
|
Steph & Co
Marinette,
Wisconsin
|
$306K
|
+$56.2K
|
+608
|
+22%
|
|
|
1223
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$305K
|
+$51.7K
|
+559
|
+20%
|
|
|
1224
|
|
$304K
|
-$28.7K
|
-310
|
-9%
|
|
|
1225
|
Winfield Associates
Cleveland,
Ohio
|
$304K
|
-$1.29K
|
-14
|
-0.4%
|
|
