|
1301
|
Whalerock Point Partners
Providence,
Rhode Island
|
$608K
|
+$95K
|
+1,500
|
+19%
|
|
|
1302
|
Impact Partnership Wealth
Marietta,
Georgia
|
$607K
|
-$36K
|
-569
|
-6%
|
|
|
1303
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$607K
|
-$12.7K
|
-200
|
-2%
|
|
|
1304
|
Lafayette Investments
Ashton,
Maryland
|
$607K
|
–
|
–
|
–
|
|
|
1305
|
Mather Group
Chicago,
Illinois
|
$606K
|
+$115K
|
+1,814
|
+25%
|
|
|
1306
|
West Family Investments
Carlsbad,
California
|
$606K
|
+$21.2K
|
+335
|
+4%
|
|
|
1307
|
Inscription Capital
Houston,
Texas
|
$605K
|
+$162K
|
+2,559
|
+39%
|
|
|
1308
|
Orca Investment Management
Roseburg,
Oregon
|
$604K
|
-$5.07K
|
-80
|
-0.9%
|
|
|
1309
|
Virtus ETF Advisers
New York
|
$603K
|
-$132K
|
-2,076
|
-19%
|
|
|
1310
|
Shelton Capital Management
Denver,
Colorado
|
$603K
|
-$15.8K
|
-249
|
-3%
|
|
|
1311
|
Montecito Bank & Trust
Santa Barbara,
California
|
$602K
|
+$578K
|
+9,119
|
New
|
|
|
1312
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$602K
|
-$67.4K
|
-1,064
|
-10%
|
|
|
1313
|
Evelyn Partners Investment Management
London,
|
$602K
|
–
|
–
|
–
|
|
|
1314
|
Diligent Investors
Redlands,
California
|
$602K
|
+$1.77K
|
+28
|
+0.3%
|
|
|
1315
|
Buckhead Capital Management
Atlanta,
Georgia
|
$601K
|
-$7.86K
|
-124
|
-1%
|
|
|
1316
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$598K
|
+$14.3K
|
+226
|
+3%
|
|
|
1317
|
Xcel Wealth Management
Holly Hill,
Florida
|
$596K
|
+$98.5K
|
+1,554
|
+21%
|
|
|
1318
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$595K
|
–
|
–
|
–
|
|
|
1319
|
Southland Equity Partners
Wildwood,
Missouri
|
$595K
|
+$1.77K
|
+28
|
+0.3%
|
|
|
1320
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$593K
|
+$1.39K
|
+22
|
+0.2%
|
|
|
1321
|
United Capital Management of KS
Salina,
Kansas
|
$592K
|
+$6.53K
|
+103
|
+1%
|
|
|
1322
|
Symphony Financial Services
Akron,
Ohio
|
$591K
|
-$19.4K
|
-307
|
-3%
|
|
|
1323
|
Plancorp LLC
Saint Louis,
Missouri
|
$591K
|
-$1.33K
|
-21
|
-0.2%
|
|
|
1324
|
TD Private Client Wealth
New York
|
$591K
|
+$41.9K
|
+661
|
+8%
|
|
|
1325
|
Greatmark Investment Partners
Columbus,
Georgia
|
$590K
|
–
|
–
|
–
|
|
