|
1101
|
Roosevelt Investment Group
New York
|
$725K
|
-$6.82M
|
-72,844
|
-90%
|
|
|
1102
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$724K
|
+$165K
|
+1,767
|
+30%
|
|
|
1103
|
Mork Capital Management
Healdsburg,
California
|
$721K
|
+$721K
|
+7,700
|
New
|
|
|
1104
|
First United Bank & Trust
Oakland,
Maryland
|
$717K
|
-$30.5K
|
-326
|
-4%
|
|
|
1105
|
M&R Capital Management
Summit,
New Jersey
|
$716K
|
-$82.3K
|
-879
|
-10%
|
|
|
1106
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$716K
|
–
|
–
|
–
|
|
|
1107
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$711K
|
+$711K
|
+7,590
|
New
|
|
|
1108
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$710K
|
–
|
–
|
–
|
|
|
1109
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$707K
|
-$617K
|
-6,591
|
-47%
|
|
|
1110
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$701K
|
-$936
|
-10
|
-0.1%
|
|
|
1111
|
Horizon Kinetics
New York
|
$695K
|
–
|
–
|
–
|
|
|
1112
|
Schulhoff & Co
Cincinnati,
Ohio
|
$695K
|
+$4.68K
|
+50
|
+0.7%
|
|
|
1113
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$692K
|
-$231K
|
-2,466
|
-25%
|
|
|
1114
|
Bison Wealth
Atlanta,
Georgia
|
$692K
|
+$692K
|
+7,387
|
New
|
|
|
1115
|
Homrich & Berg
Atlanta,
Georgia
|
$685K
|
+$259K
|
+2,763
|
+61%
|
|
|
1116
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$684K
|
-$144K
|
-1,539
|
-17%
|
|
|
1117
|
Courier Capital
Buffalo,
New York
|
$683K
|
+$63.2K
|
+675
|
+10%
|
|
|
1118
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$681K
|
+$40.6K
|
+434
|
+6%
|
|
|
1119
|
Marshall Wace
London,
United Kingdom
|
$681K
|
+$680K
|
+7,265
|
New
|
|
|
1120
|
First Interstate Bank
Billings,
Montana
|
$678K
|
-$173K
|
-1,843
|
-20%
|
|
|
1121
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$672K
|
+$25.4K
|
+271
|
+4%
|
|
|
1122
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$663K
|
–
|
–
|
–
|
|
|
1123
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$660K
|
–
|
–
|
–
|
|
|
1124
|
Choreo LLC
Rockford,
Illinois
|
$659K
|
+$180K
|
+1,928
|
+38%
|
|
|
1125
|
Evermay Wealth Management
Arlington,
Virginia
|
$657K
|
-$169K
|
-1,801
|
-20%
|
|
