|
601
|
Old North State Trust
Greensboro,
North Carolina
|
$214K
|
–
|
–
|
–
|
|
|
602
|
West Oak Capital
Westlake Village,
California
|
$213K
|
-$11.5K
|
-100
|
-5%
|
|
|
603
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$211K
|
-$23.7K
|
-207
|
-10%
|
|
|
604
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$210K
|
-$11.1K
|
-97
|
-5%
|
|
|
605
|
TrueWealth LLC
Atlanta,
Georgia
|
$209K
|
–
|
–
|
–
|
|
|
606
|
CCG Wealth Management
San Diego,
California
|
$209K
|
+$206K
|
+1,797
|
New
|
|
|
607
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
608
|
Cadence Bank NA
Houston,
Texas
|
$205K
|
+$201K
|
+1,758
|
New
|
|
|
609
|
Ancora Advisors
Cleveland,
Ohio
|
$202K
|
-$31K
|
-271
|
-14%
|
|
|
610
|
Asset Dedication LLC
San Francisco,
California
|
$200K
|
+$192K
|
+1,673
|
+4,290%
|
|
|
611
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$200K
|
+$197K
|
+1,718
|
New
|
|
|
612
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$197K
|
–
|
–
|
–
|
|
|
613
|
Bessemer Group
Woodbridge,
New Jersey
|
$187K
|
-$413K
|
-3,601
|
-69%
|
|
|
614
|
Founders Capital Management (Texas)
Houston,
Texas
|
$184K
|
–
|
–
|
–
|
|
|
615
|
Brown Brothers Harriman & Co
New York
|
$181K
|
–
|
–
|
–
|
|
|
616
|
Wealthcare Capital Management
Richmond,
Virginia
|
$176K
|
-$58.2K
|
-508
|
-25%
|
|
|
617
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$173K
|
–
|
–
|
–
|
|
|
618
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$165K
|
-$250K
|
-2,185
|
-61%
|
|
|
619
|
Duncker Streett & Co
St. Louis,
Missouri
|
$162K
|
+$458
|
+4
|
+0.3%
|
|
|
620
|
Gemmer Asset Management
Walnut Creek,
California
|
$154K
|
-$108K
|
-947
|
-42%
|
|
|
621
|
Destination Wealth Management
Walnut Creek,
California
|
$152K
|
+$149K
|
+1,303
|
New
|
|
|
622
|
Executive Wealth Management
Brighton,
Michigan
|
$150K
|
+$802
|
+7
|
+0.5%
|
|
|
623
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$146K
|
+$143K
|
+1,250
|
New
|
|
|
624
|
Howe & Rusling
Rochester,
New York
|
$136K
|
+$64.8K
|
+566
|
+94%
|
|
|
625
|
Litman Gregory Wealth Management
Larkspur,
California
|
$131K
|
–
|
–
|
–
|
|
