|
1201
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$131K
|
+$36K
|
+558
|
+36%
|
|
|
1202
|
Private Ocean
San Rafael,
California
|
$129K
|
–
|
–
|
–
|
|
|
1203
|
Highlander Capital Management
Short Hills,
New Jersey
|
$125K
|
–
|
–
|
–
|
|
|
1204
|
Payden & Rygel
Los Angeles,
California
|
$125K
|
–
|
–
|
–
|
|
|
1205
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$125K
|
+$128K
|
+1,992
|
New
|
|
|
1206
|
Security National Trust
Wheeling,
West Virginia
|
$121K
|
–
|
–
|
–
|
|
|
1207
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$118K
|
+$15.5K
|
+240
|
+15%
|
|
|
1208
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$114K
|
–
|
–
|
–
|
|
|
1209
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
1210
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$108K
|
-$11.4K
|
-176
|
-9%
|
|
|
1211
|
Delta Asset Management
Memphis,
Tennessee
|
$104K
|
–
|
–
|
–
|
|
|
1212
|
SignatureFD
Atlanta,
Georgia
|
$104K
|
+$6.45K
|
+100
|
+6%
|
|
|
1213
|
Zions Bancorporation
Salt Lake City,
Utah
|
$103K
|
+$16.1K
|
+249
|
+16%
|
|
|
1214
|
|
$101K
|
–
|
–
|
–
|
|
|
1215
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$100K
|
+$38.7K
|
+600
|
+60%
|
|
|
1216
|
Buffington Mohr McNeal
Boise,
Idaho
|
$100K
|
+$103K
|
+1,600
|
New
|
|
|
1217
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$99.1K
|
-$14.2K
|
-220
|
-12%
|
|
|
1218
|
Nelson Capital Management
Menlo Park,
California
|
$95K
|
–
|
–
|
–
|
|
|
1219
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$93K
|
–
|
–
|
–
|
|
|
1220
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$93K
|
+$51.9K
|
+804
|
+104%
|
|
|
1221
|
Lenox Wealth Advisors
New York
|
$91K
|
+$11.3K
|
+175
|
+14%
|
|
|
1222
|
Balentine LLC
Atlanta,
Georgia
|
$90K
|
+$3.74K
|
+58
|
+4%
|
|
|
1223
|
Trust Company
Manhattan,
Kansas
|
$88.1K
|
-$29.7K
|
-460
|
-25%
|
|
|
1224
|
Blackhill Capital
Morristown,
New Jersey
|
$88K
|
–
|
–
|
–
|
|
|
1225
|
WealthPLAN Partners
Omaha,
Nebraska
|
$86.2K
|
+$249K
|
+3,856
|
New
|
|
