|
1201
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$416K
|
–
|
–
|
–
|
|
|
1202
|
InterOcean Capital Group
Nashville,
Tennessee
|
$416K
|
+$382K
|
+9,055
|
New
|
|
|
1203
|
QCM Cayman
Houston,
Texas
|
$414K
|
-$498K
|
-11,830
|
-57%
|
|
|
1204
|
ClearBridge Investments
New York
|
$414K
|
+$111K
|
+2,635
|
+41%
|
|
|
1205
|
Prosperity Planning
Kansas City,
Missouri
|
$414K
|
+$380K
|
+9,015
|
New
|
|
|
1206
|
|
$412K
|
-$210K
|
-4,990
|
-36%
|
|
|
1207
|
Empirical Wealth Management
Seattle,
Washington
|
$412K
|
+$79K
|
+1,875
|
+26%
|
|
|
1208
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$408K
|
-$46.3K
|
-1,100
|
-11%
|
|
|
1209
|
Macroview Investment Management
Bethesda,
Maryland
|
$408K
|
+$27.4K
|
+650
|
+8%
|
|
|
1210
|
Sabal Trust
St. Petersburg,
Florida
|
$408K
|
+$137K
|
+3,250
|
+58%
|
|
|
1211
|
SignatureFD
Atlanta,
Georgia
|
$407K
|
+$10.7K
|
+255
|
+3%
|
|
|
1212
|
Carret Asset Management
New York
|
$407K
|
+$26.1K
|
+620
|
+8%
|
|
|
1213
|
Strategic Financial Partners
Bend,
Oregon
|
$406K
|
–
|
–
|
–
|
|
|
1214
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$404K
|
-$47.4K
|
-1,125
|
-11%
|
|
|
1215
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$404K
|
+$3.79K
|
+90
|
+1%
|
|
|
1216
|
Barrett Asset Management
New York
|
$403K
|
–
|
–
|
–
|
|
|
1217
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$398K
|
+$365K
|
+8,660
|
New
|
|
|
1218
|
Credential Qtrade Securities
Vancouver,
|
$398K
|
+$14.7K
|
+350
|
+4%
|
|
|
1219
|
Miracle Mile Advisors
Los Angeles,
California
|
$395K
|
-$52.7K
|
-1,250
|
-13%
|
|
|
1220
|
BCGM Wealth Management
Lafayette,
Indiana
|
$395K
|
+$328K
|
+7,780
|
New
|
|
|
1221
|
Allred Capital Management
Dallas,
Texas
|
$394K
|
–
|
–
|
–
|
|
|
1222
|
Meridian Investment Counsel
Lafayette,
California
|
$394K
|
–
|
–
|
–
|
|
|
1223
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$389K
|
-$10.5K
|
-250
|
-3%
|
|
|
1224
|
Fiducient Advisors
Chicago,
Illinois
|
$389K
|
+$357K
|
+8,475
|
New
|
|
|
1225
|
Sage Rhino Capital
Menlo Park,
California
|
$386K
|
–
|
–
|
–
|
|
