|
1201
|
Highline Wealth Partners
Sherman Oaks,
California
|
$374K
|
+$424K
|
+5,103
|
New
|
|
|
1202
|
Boston Research & Management
Manchester,
Massachusetts
|
$373K
|
–
|
–
|
–
|
|
|
1203
|
Arete Wealth Advisors
Chicago,
Illinois
|
$373K
|
+$58.3K
|
+702
|
+16%
|
|
|
1204
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$373K
|
+$367K
|
+4,415
|
New
|
|
|
1205
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$370K
|
-$49.7K
|
-599
|
-11%
|
|
|
1206
|
Wilson & Boucher Capital Management
Moraga,
California
|
$369K
|
–
|
–
|
–
|
|
|
1207
|
Hamilton Capital
Columbus,
Ohio
|
$367K
|
+$4.15K
|
+50
|
+1%
|
|
|
1208
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
$366K
|
–
|
–
|
–
|
|
|
1209
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$366K
|
–
|
–
|
–
|
|
|
1210
|
SimplyRich
Carlsbad,
California
|
$366K
|
–
|
–
|
–
|
|
|
1211
|
Portland Global Advisors
Portland,
Maine
|
$366K
|
+$16.6K
|
+200
|
+4%
|
|
|
1212
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$365K
|
–
|
–
|
–
|
|
|
1213
|
Harvey Investment Company
Louisville,
Kentucky
|
$364K
|
–
|
–
|
–
|
|
|
1214
|
PDS Planning
Dublin,
Ohio
|
$364K
|
+$49.7K
|
+599
|
+14%
|
|
|
1215
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$364K
|
+$413K
|
+4,974
|
New
|
|
|
1216
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$363K
|
+$13.6K
|
+164
|
+3%
|
|
|
1217
|
AssetMark Inc
Concord,
California
|
$363K
|
+$18.1K
|
+218
|
+5%
|
|
|
1218
|
Arax Advisory Partners
Denver,
Colorado
|
$362K
|
-$7.47K
|
-90
|
-2%
|
|
|
1219
|
J.W. Cole Advisors
Tampa,
Florida
|
$361K
|
+$75.8K
|
+913
|
+23%
|
|
|
1220
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$359K
|
–
|
–
|
–
|
|
|
1221
|
Graham Capital Management
Rowayton,
Connecticut
|
$358K
|
+$407K
|
+4,896
|
New
|
|
|
1222
|
Morse Asset Management
Darien,
Connecticut
|
$357K
|
-$486K
|
-5,850
|
-55%
|
|
|
1223
|
First Bancorp
Damariscotta,
Maine
|
$357K
|
-$31.6K
|
-380
|
-7%
|
|
|
1224
|
Echo Street Capital Management
New York
|
$357K
|
+$195K
|
+2,352
|
+93%
|
|
|
1225
|
Red Door Wealth Management
Memphis,
Tennessee
|
$356K
|
+$83.1K
|
+1,000
|
+26%
|
|
