|
2301
|
Greenhaven Associates
Purchase,
New York
|
$697K
|
-$265M
|
-2,069,113
|
-100%
|
|
|
2302
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$697K
|
-$32.1K
|
-250
|
-5%
|
|
|
2303
|
Alpha Windward
Westwood,
Massachusetts
|
$695K
|
-$8.21K
|
-64
|
-1%
|
|
|
2304
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$695K
|
+$9.11K
|
+71
|
+1%
|
|
|
2305
|
Icon Wealth Partners
Houston,
Texas
|
$695K
|
+$12.7K
|
+99
|
+2%
|
|
|
2306
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$693K
|
+$637K
|
+4,968
|
New
|
|
|
2307
|
Ategra Capital Management
Vienna,
Virginia
|
$688K
|
–
|
–
|
–
|
|
|
2308
|
Continuum Advisory
Eagle,
Idaho
|
$687K
|
+$18.7K
|
+146
|
+3%
|
|
|
2309
|
Bouchey Financial Group
Troy,
New York
|
$686K
|
+$5.51K
|
+43
|
+0.9%
|
|
|
2310
|
Indie Asset Partners
Carmel,
Indiana
|
$685K
|
+$630K
|
+4,912
|
New
|
|
|
2311
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$685K
|
+$630K
|
+4,916
|
New
|
|
|
2312
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$682K
|
-$2.56K
|
-20
|
-0.4%
|
|
|
2313
|
Family Management
New York
|
$682K
|
-$1.03K
|
-8
|
-0.2%
|
|
|
2314
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$680K
|
+$39.8K
|
+310
|
+7%
|
|
|
2315
|
First Citizens Financial Corp
Mason City,
Iowa
|
$680K
|
+$626K
|
+4,880
|
New
|
|
|
2316
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$679K
|
-$572K
|
-4,457
|
-48%
|
|
|
2317
|
Wealth Quarterback
Toms River,
New Jersey
|
$678K
|
+$5.11M
|
+39,811
|
New
|
|
|
2318
|
|
$676K
|
+$44.9K
|
+350
|
+8%
|
|
|
2319
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
$675K
|
+$625K
|
+4,870
|
New
|
|
|
2320
|
FundX Investment Group
San Francisco,
California
|
$671K
|
–
|
–
|
–
|
|
|
2321
|
Emerald Advisers
Leola,
Pennsylvania
|
$669K
|
–
|
–
|
–
|
|
|
2322
|
McDaniel Terry & Co
Austin,
Texas
|
$669K
|
–
|
–
|
–
|
|
|
2323
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$669K
|
+$208K
|
+1,620
|
+51%
|
|
|
2324
|
Summit Financial Strategies
Columbus,
Ohio
|
$664K
|
+$209K
|
+1,633
|
+52%
|
|
|
2325
|
KCS Wealth Advisory
Los Angeles,
California
|
$660K
|
-$50.1K
|
-391
|
-8%
|
|
