|
1126
|
Excalibur Management
Waltham,
Massachusetts
|
$440K
|
–
|
–
|
–
|
|
|
1127
|
Fort LP
Chevy Chase,
Maryland
|
$438K
|
-$300K
|
-3,611
|
-38%
|
|
|
1128
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$437K
|
–
|
–
|
–
|
|
|
1129
|
Cadence Bank
Tupelo,
Mississippi
|
$434K
|
+$492K
|
+5,921
|
New
|
|
|
1130
|
Personal CFO Solutions
Chester,
New Jersey
|
$431K
|
+$1.66K
|
+20
|
+0.3%
|
|
|
1131
|
United Asset Strategies
Garden City,
New York
|
$431K
|
+$38.3K
|
+461
|
+9%
|
|
|
1132
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$430K
|
-$2.41K
|
-29
|
-0.5%
|
|
|
1133
|
Penbrook Management
New York
|
$425K
|
–
|
–
|
–
|
|
|
1134
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$425K
|
+$18.9K
|
+227
|
+4%
|
|
|
1135
|
55I LLC
Boston,
Massachusetts
|
$425K
|
+$108K
|
+1,303
|
+29%
|
|
|
1136
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$425K
|
-$8.3K
|
-100
|
-2%
|
|
|
1137
|
Institute for Wealth Management
Denver,
Colorado
|
$424K
|
-$1.58K
|
-19
|
-0.3%
|
|
|
1138
|
Clarkston Capital Partners
Rochester,
Michigan
|
$423K
|
-$29.9K
|
-360
|
-6%
|
|
|
1139
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$421K
|
-$15.4K
|
-185
|
-3%
|
|
|
1140
|
North Star Investment Management
Chicago,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
1141
|
WBH Advisory
Baltimore,
Maryland
|
$419K
|
–
|
–
|
–
|
|
|
1142
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$419K
|
+$21.7K
|
+261
|
+5%
|
|
|
1143
|
Miramar Capital
Northbrook,
Illinois
|
$418K
|
-$903K
|
-10,875
|
-70%
|
|
|
1144
|
Fund Management at Engine No 1
San Francisco,
California
|
$416K
|
-$25.8K
|
-311
|
-5%
|
|
|
1145
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$415K
|
-$317K
|
-3,819
|
-42%
|
|
|
1146
|
SignalPoint Asset Management
Springfield,
Missouri
|
$415K
|
-$3.99K
|
-48
|
-0.8%
|
|
|
1147
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$414K
|
-$300K
|
-3,608
|
-39%
|
|
|
1148
|
Gries Financial
Cleveland,
Ohio
|
$414K
|
-$831
|
-10
|
-0.2%
|
|
|
1149
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$413K
|
+$664
|
+8
|
+0.1%
|
|
|
1150
|
Apriem Advisors
Irvine,
California
|
$413K
|
+$4.65K
|
+56
|
+1%
|
|
