|
851
|
Shufro Rose & Co
New York
|
$581K
|
–
|
–
|
–
|
|
|
852
|
Donor Advised Charitable Giving
San Francisco,
California
|
$581K
|
+$36.2K
|
+413
|
+7%
|
|
|
853
|
Fort Point Capital Partners
San Francisco,
California
|
$573K
|
+$140K
|
+1,600
|
+32%
|
|
|
854
|
Evercore Wealth Management
New York
|
$568K
|
+$270K
|
+3,086
|
+90%
|
|
|
855
|
Horizon Investment Services
Hammond,
Indiana
|
$564K
|
+$2.63K
|
+30
|
+0.5%
|
|
|
856
|
Bredin Investment
Wilmington,
Delaware
|
$562K
|
–
|
–
|
–
|
|
|
857
|
Sterling Capital Management
Charlotte,
North Carolina
|
$562K
|
–
|
–
|
–
|
|
|
858
|
Alerus Financial
Grand Forks,
North Dakota
|
$559K
|
–
|
–
|
–
|
|
|
859
|
Oxford Financial Group
Carmel,
Indiana
|
$558K
|
-$121K
|
-1,385
|
-18%
|
|
|
860
|
Fisher Asset Management
Camas,
Washington
|
$556K
|
+$131K
|
+1,499
|
+31%
|
|
|
861
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$554K
|
–
|
–
|
–
|
|
|
862
|
Wexford Capital
West Palm Beach,
Florida
|
$552K
|
+$554K
|
+6,328
|
New
|
|
|
863
|
North American Management
Boston,
Massachusetts
|
$549K
|
+$11K
|
+126
|
+2%
|
|
|
864
|
Planning Directions
Glen Mills,
Pennsylvania
|
$549K
|
+$44.2K
|
+504
|
+9%
|
|
|
865
|
Empirical Wealth Management
Seattle,
Washington
|
$548K
|
+$92.4K
|
+1,055
|
+20%
|
|
|
866
|
Perritt Capital Management
Chicago,
Illinois
|
$544K
|
–
|
–
|
–
|
|
|
867
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$542K
|
-$5.26K
|
-60
|
-1%
|
|
|
868
|
Community Financial Services Group
Newport,
Vermont
|
$542K
|
+$35.2K
|
+402
|
+7%
|
|
|
869
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$538K
|
-$51.7K
|
-590
|
-9%
|
|
|
870
|
Corient Capital Partners
Newport Beach,
California
|
$536K
|
–
|
–
|
–
|
|
|
871
|
Howland Capital Management
Boston,
Massachusetts
|
$533K
|
+$52.6K
|
+600
|
+11%
|
|
|
872
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$530K
|
+$193K
|
+2,200
|
+57%
|
|
|
873
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$524K
|
+$526K
|
+6,005
|
New
|
|
|
874
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$520K
|
+$43.4K
|
+495
|
+9%
|
|
|
875
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$520K
|
+$45.4K
|
+518
|
+10%
|
|
