|
1201
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$822K
|
+$13.8K
|
+132
|
+2%
|
|
|
1202
|
Sonata Capital Group
Seattle,
Washington
|
$820K
|
–
|
–
|
–
|
|
|
1203
|
Wealth Advisors
Rancho Santa Fe,
California
|
$818K
|
–
|
–
|
–
|
|
|
1204
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$814K
|
+$15.3K
|
+146
|
+2%
|
|
|
1205
|
TownSquare Capital
Provo,
Utah
|
$806K
|
+$316K
|
+3,021
|
+69%
|
|
|
1206
|
Stockman Wealth Management
Billings,
Montana
|
$805K
|
+$39.3K
|
+375
|
+5%
|
|
|
1207
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$802K
|
+$12.2K
|
+117
|
+2%
|
|
|
1208
|
Gradient Capital Advisors
San Diego,
California
|
$796K
|
+$1.88K
|
+18
|
+0.2%
|
|
|
1209
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$792K
|
-$220K
|
-2,102
|
-22%
|
|
|
1210
|
Coastline Trust
Providence,
Rhode Island
|
$790K
|
-$9.42K
|
-90
|
-1%
|
|
|
1211
|
Truepoint Inc
Cincinnati,
Ohio
|
$790K
|
+$43.8K
|
+418
|
+6%
|
|
|
1212
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$786K
|
–
|
–
|
–
|
|
|
1213
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$781K
|
–
|
–
|
–
|
|
|
1214
|
Maryland Capital Management
Towson,
Maryland
|
$777K
|
+$46.8K
|
+447
|
+7%
|
|
|
1215
|
Goldstein Munger & Associates
San Ramon,
California
|
$771K
|
–
|
–
|
–
|
|
|
1216
|
Schroder Investment Management Group
London,
United Kingdom
|
$770K
|
-$7.85M
|
-74,993
|
-91%
|
|
|
1217
|
Private Asset Management
San Diego,
California
|
$770K
|
-$85.3K
|
-815
|
-10%
|
|
|
1218
|
McRae Capital Management
Morristown,
New Jersey
|
$768K
|
-$152K
|
-1,448
|
-17%
|
|
|
1219
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$765K
|
-$2.62K
|
-25
|
-0.4%
|
|
|
1220
|
Calamos Wealth Management
Naperville,
Illinois
|
$764K
|
+$174K
|
+1,661
|
+31%
|
|
|
1221
|
Donor Advised Charitable Giving
San Francisco,
California
|
$762K
|
-$250K
|
-2,388
|
-25%
|
|
|
1222
|
Colonial River Investments
Midlothian,
Virginia
|
$760K
|
-$1.99K
|
-19
|
-0.3%
|
|
|
1223
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$760K
|
+$78.5K
|
+750
|
+12%
|
|
|
1224
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$752K
|
+$45.6K
|
+436
|
+7%
|
|
|
1225
|
Claro Advisors
Boston,
Massachusetts
|
$746K
|
-$303K
|
-2,891
|
-30%
|
|
