|
1876
|
Pflug Koory
Omaha,
Nebraska
|
$410K
|
–
|
–
|
–
|
|
|
1877
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$409K
|
-$42K
|
-171
|
-9%
|
|
|
1878
|
S.A. Mason
Holland,
Michigan
|
$409K
|
–
|
–
|
–
|
|
|
1879
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$408K
|
–
|
–
|
–
|
|
|
1880
|
RiverFront Investment Group
Richmond,
Virginia
|
$407K
|
-$77.2K
|
-314
|
-16%
|
|
|
1881
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$407K
|
–
|
–
|
–
|
|
|
1882
|
Jordan Park Group
San Francisco,
California
|
$407K
|
-$283K
|
-1,150
|
-41%
|
|
|
1883
|
Inlet Private Wealth
Jupiter,
Florida
|
$406K
|
–
|
–
|
–
|
|
|
1884
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$406K
|
–
|
–
|
–
|
|
|
1885
|
Midwest Financial Group
Overland Park,
Kansas
|
$406K
|
-$7.38K
|
-30
|
-2%
|
|
|
1886
|
PVG Asset Management
Golden,
Colorado
|
$405K
|
+$405K
|
+1,646
|
New
|
|
|
1887
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$405K
|
+$1.97K
|
+8
|
+0.5%
|
|
|
1888
|
Flower City Capital
Pittsford,
New York
|
$405K
|
–
|
–
|
–
|
|
|
1889
|
Horizon Investments
Charlotte,
North Carolina
|
$405K
|
-$29.8M
|
-121,226
|
-99%
|
|
|
1890
|
Washington Trust Bank
Spokane,
Washington
|
$404K
|
+$140K
|
+570
|
+53%
|
|
|
1891
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$403K
|
–
|
–
|
–
|
|
|
1892
|
Omnia Family Wealth
Aventura,
Florida
|
$403K
|
-$6.17M
|
-25,084
|
-94%
|
|
|
1893
|
Legend Capital Advisors
New York
|
$403K
|
+$402K
|
+1,637
|
New
|
|
|
1894
|
Westover Capital Advisors
Wilmington,
Delaware
|
$402K
|
+$738
|
+3
|
+0.2%
|
|
|
1895
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$401K
|
+$1.97K
|
+8
|
+0.5%
|
|
|
1896
|
Truepoint Inc
Cincinnati,
Ohio
|
$401K
|
–
|
–
|
–
|
|
|
1897
|
Investmark Advisory Group
Shelton,
Connecticut
|
$399K
|
+$492
|
+2
|
+0.1%
|
|
|
1898
|
Gemmer Asset Management
Walnut Creek,
California
|
$399K
|
-$96.1K
|
-391
|
-19%
|
|
|
1899
|
Klingenstein Fields & Co
New York
|
$399K
|
–
|
–
|
–
|
|
|
1900
|
Vickerman Investment Advisors
Spokane,
Washington
|
$398K
|
-$5.9K
|
-24
|
-1%
|
|
