|
2476
|
Atwater Malick
Lancaster,
Pennsylvania
|
$9.7M
|
+$737K
|
+1,821
|
+8%
|
|
|
2477
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$9.7M
|
+$100K
|
+248
|
+1%
|
|
|
2478
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$9.6M
|
-$490K
|
-1,210
|
-4%
|
|
|
2479
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$9.6M
|
+$322K
|
+795
|
+3%
|
|
|
2480
|
Cambria Investment Management
Manhattan Beach,
California
|
$9.6M
|
+$5.06M
|
+12,515
|
+94%
|
|
|
2481
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$9.6M
|
-$144K
|
-355
|
-1%
|
|
|
2482
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$9.6M
|
-$1.31M
|
-3,250
|
-11%
|
|
|
2483
|
SimplyRich
Carlsbad,
California
|
$9.6M
|
-$6.88K
|
-17
|
-0.1%
|
|
|
2484
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$9.6M
|
+$1.13M
|
+2,795
|
+12%
|
|
|
2485
|
Herald Investment Management
London,
United Kingdom
|
$9.6M
|
–
|
–
|
–
|
|
|
2486
|
Keystone Wealth Services
Palm Desert,
California
|
$9.6M
|
+$148K
|
+366
|
+1%
|
|
|
2487
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$9.6M
|
-$9.19M
|
-22,703
|
Closed
|
|
|
2488
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.6M
|
+$711K
|
+1,758
|
+7%
|
|
|
2489
|
Windward Capital Management
Los Angeles,
California
|
$9.6M
|
+$82.1K
|
+203
|
+0.8%
|
|
|
2490
|
DUMAC Inc
Durham,
North Carolina
|
$9.6M
|
+$10.4M
|
+25,702
|
New
|
|
|
2491
|
D'Orazio & Associates
Falls Church,
Virginia
|
$9.6M
|
+$52.6K
|
+130
|
+0.5%
|
|
|
2492
|
Canopy Partners
Cincinnati,
Ohio
|
$9.6M
|
+$177K
|
+437
|
+2%
|
|
|
2493
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$9.6M
|
+$815K
|
+2,014
|
+9%
|
|
|
2494
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$9.5M
|
-$6.14M
|
-15,169
|
-37%
|
|
|
2495
|
RWQ Financial Management Services
Naples,
Florida
|
$9.5M
|
+$4.85M
|
+11,985
|
+88%
|
|
|
2496
|
Cypress Wealth Services
Palm Desert,
California
|
$9.5M
|
-$45.7K
|
-113
|
-0.4%
|
|
|
2497
|
Members Trust
Tampa,
Florida
|
$9.5M
|
-$255K
|
-630
|
-2%
|
|
|
2498
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$9.5M
|
+$561K
|
+1,386
|
+6%
|
|
|
2499
|
White Pine Investment Company
Livonia,
Michigan
|
$9.5M
|
-$125K
|
-309
|
-1%
|
|
|
2500
|
Sentry LLC
Memphis,
Tennessee
|
$9.5M
|
+$11.3K
|
+28
|
+0.1%
|
|
