|
1301
|
Caldwell Trust
Venice,
Florida
|
$798K
|
+$24.9K
|
+115
|
+3%
|
|
|
1302
|
Financial Advocates Investment Management
Olympia,
Washington
|
$797K
|
-$11.6M
|
-53,345
|
-93%
|
|
|
1303
|
First Interstate Bank
Billings,
Montana
|
$792K
|
+$36.2K
|
+167
|
+4%
|
|
|
1304
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$789K
|
+$42.1K
|
+194
|
+6%
|
|
|
1305
|
Andrews Lucia Wealth Management
Danville,
California
|
$789K
|
–
|
–
|
–
|
|
|
1306
|
Global Assets Advisory
Orlando,
Florida
|
$788K
|
+$628K
|
+2,896
|
+223%
|
|
|
1307
|
Northwest Wealth Management
Spencer,
Iowa
|
$788K
|
-$4.77K
|
-22
|
-0.6%
|
|
|
1308
|
ViaWealth
Leawood,
Kansas
|
$787K
|
-$167K
|
-771
|
-16%
|
|
|
1309
|
Private Capital Management (Florida)
Naples,
Florida
|
$785K
|
+$423K
|
+1,950
|
+98%
|
|
|
1310
|
NCM Capital Management
Ramsey,
New Jersey
|
$782K
|
-$52.1K
|
-240
|
-6%
|
|
|
1311
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$782K
|
–
|
–
|
–
|
|
|
1312
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$778K
|
+$21.7K
|
+100
|
+3%
|
|
|
1313
|
Perbak Capital Partners
London,
United Kingdom
|
$774K
|
-$14M
|
-64,677
|
-94%
|
|
|
1314
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$770K
|
+$217
|
+1
|
+0%
|
|
|
1315
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$768K
|
+$87.2K
|
+402
|
+12%
|
|
|
1316
|
American Financial Advisors
Marietta,
Georgia
|
$768K
|
-$4.99K
|
-23
|
-0.6%
|
|
|
1317
|
Uptown Financial Advisors
Dallas,
Texas
|
$764K
|
–
|
–
|
–
|
|
|
1318
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$763K
|
-$110K
|
-506
|
-12%
|
|
|
1319
|
MRP Capital Investments
Alpharetta,
Georgia
|
$762K
|
+$304K
|
+1,400
|
+58%
|
|
|
1320
|
Investment Partners
New Philadelphia,
Ohio
|
$760K
|
-$27.8K
|
-128
|
-3%
|
|
|
1321
|
Fisher Asset Management
Camas,
Washington
|
$756K
|
-$38.2K
|
-176
|
-4%
|
|
|
1322
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$756K
|
+$61.4K
|
+283
|
+8%
|
|
|
1323
|
Alpine Global Management
New York
|
$755K
|
-$7.56M
|
-34,861
|
-90%
|
|
|
1324
|
Vista Capital Partners
Portland,
Oregon
|
$753K
|
–
|
–
|
–
|
|
|
1325
|
Navalign LLC
Encino,
California
|
$753K
|
-$36.4K
|
-168
|
-4%
|
|
