|
3126
|
Somerset Trust
Somerset,
Pennsylvania
|
$468K
|
+$29.8K
|
+269
|
+6%
|
|
|
3127
|
Private Ocean
San Rafael,
California
|
$468K
|
+$66.5K
|
+600
|
+14%
|
|
|
3128
|
JLB & Associates
Plymouth,
Michigan
|
$468K
|
+$541K
|
+4,877
|
New
|
|
|
3129
|
CenterStar Asset Management
Chicago,
Illinois
|
$467K
|
–
|
–
|
–
|
|
|
3130
|
Tortoise Investment Management
White Plains,
New York
|
$467K
|
+$39.9K
|
+360
|
+8%
|
|
|
3131
|
Larson Financial Group
St Louis,
Missouri
|
$465K
|
-$231K
|
-2,080
|
-30%
|
|
|
3132
|
Sustainable Insight Capital Management
New York
|
$463K
|
-$22.9M
|
-206,360
|
-98%
|
|
|
3133
|
Stegent Equity Advisors
Houston,
Texas
|
$463K
|
-$149K
|
-1,340
|
-22%
|
|
|
3134
|
O'Dell Group
Cincinnati,
Ohio
|
$463K
|
+$8.87K
|
+80
|
+2%
|
|
|
3135
|
Reston Wealth Management
Reston,
Virginia
|
$461K
|
-$55.4K
|
-500
|
-9%
|
|
|
3136
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$461K
|
+$6.65K
|
+60
|
+1%
|
|
|
3137
|
Sabal Trust
St. Petersburg,
Florida
|
$460K
|
+$25.5K
|
+230
|
+5%
|
|
|
3138
|
AtlasMark Financial
Austin,
Texas
|
$459K
|
–
|
–
|
–
|
|
|
3139
|
Maverick Capital
Dallas,
Texas
|
$459K
|
-$338K
|
-3,046
|
-39%
|
|
|
3140
|
Gries Financial
Cleveland,
Ohio
|
$459K
|
–
|
–
|
–
|
|
|
3141
|
WP Advisors
San Francisco,
California
|
$457K
|
-$333
|
-3
|
-0.1%
|
|
|
3142
|
Financial Consulate
Hunt Valley,
Maryland
|
$457K
|
–
|
–
|
–
|
|
|
3143
|
Sanders Morris Harris
Houston,
Texas
|
$457K
|
–
|
–
|
–
|
|
|
3144
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$457K
|
+$513K
|
+4,630
|
New
|
|
|
3145
|
Stelac Advisory Services
New York
|
$454K
|
–
|
–
|
–
|
|
|
3146
|
H.L. Ormond & Company
Greenville,
North Carolina
|
$454K
|
+$207K
|
+1,865
|
+65%
|
|
|
3147
|
4J Wealth Management
Alexandria,
Virginia
|
$453K
|
-$26.9K
|
-243
|
-5%
|
|
|
3148
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$453K
|
-$6.65K
|
-60
|
-1%
|
|
|
3149
|
Kesler Norman & Wride
Ogden,
Utah
|
$453K
|
-$4.88K
|
-44
|
-0.9%
|
|
|
3150
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$453K
|
+$215K
|
+1,937
|
+69%
|
|
