|
901
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$130K
|
–
|
–
|
–
|
|
|
902
|
SouthState Corp
Winter Haven,
Florida
|
$130K
|
+$136K
|
+6,000
|
New
|
|
|
903
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$126K
|
–
|
–
|
–
|
|
|
904
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$126K
|
–
|
–
|
–
|
|
|
905
|
Eagle Bay Advisors
New York
|
$126K
|
+$65.9K
|
+2,900
|
+100%
|
|
|
906
|
Gemmer Asset Management
Walnut Creek,
California
|
$125K
|
+$68
|
+3
|
+0.1%
|
|
|
907
|
Sawyer & Company
Boston,
Massachusetts
|
$123K
|
+$129K
|
+5,700
|
New
|
|
|
908
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$118K
|
–
|
–
|
–
|
|
|
909
|
Koshinski Asset Management
Decatur,
Illinois
|
$116K
|
-$148K
|
-6,515
|
-55%
|
|
|
910
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$114K
|
–
|
–
|
–
|
|
|
911
|
IMA Advisory Services
Denver,
Colorado
|
$107K
|
+$2.2K
|
+97
|
+2%
|
|
|
912
|
West Paces Advisors
Atlanta,
Georgia
|
$98.1K
|
+$103K
|
+4,535
|
New
|
|
|
913
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$98K
|
–
|
–
|
–
|
|
|
914
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$96K
|
-$87.2K
|
-3,840
|
-46%
|
|
|
915
|
Berman Capital Advisors
Atlanta,
Georgia
|
$96K
|
–
|
–
|
–
|
|
|
916
|
Glassman Wealth Services
Vienna,
Virginia
|
$96K
|
+$6.41K
|
+282
|
+7%
|
|
|
917
|
O'Dell Group
Cincinnati,
Ohio
|
$93K
|
+$97.8K
|
+4,304
|
New
|
|
|
918
|
Financial Management Professionals
Austin,
Texas
|
$90K
|
-$65.2K
|
-2,871
|
-41%
|
|
|
919
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$89K
|
–
|
–
|
–
|
|
|
920
|
Oakworth Capital
Birmingham,
Alabama
|
$87K
|
-$13.6K
|
-600
|
-13%
|
|
|
921
|
Credit Agricole
Montrouge Cedex,
France
|
$87K
|
–
|
–
|
–
|
|
|
922
|
Wealth Quarterback
Toms River,
New Jersey
|
$87K
|
–
|
–
|
–
|
|
|
923
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$87K
|
+$13.8K
|
+606
|
+18%
|
|
|
924
|
City Holding Co
Charleston,
West Virginia
|
$84K
|
–
|
–
|
–
|
|
|
925
|
Essex Investment Management
Boston,
Massachusetts
|
$82K
|
–
|
–
|
–
|
|
