|
1201
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.28M
|
+$72.4K
|
+420
|
+2%
|
|
|
1202
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3.27M
|
+$14K
|
+81
|
+0.4%
|
|
|
1203
|
Bull Street Advisors
Savannah,
Georgia
|
$3.26M
|
+$3.1K
|
+18
|
+0.1%
|
|
|
1204
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.25M
|
+$330K
|
+1,914
|
+11%
|
|
|
1205
|
Cottage Street Advisors
Marion,
Massachusetts
|
$3.25M
|
+$6.2K
|
+36
|
+0.2%
|
|
|
1206
|
Investmark Advisory Group
Shelton,
Connecticut
|
$3.24M
|
+$82.7K
|
+480
|
+2%
|
|
|
1207
|
RFG Advisory
Birmingham,
Alabama
|
$3.24M
|
+$245K
|
+1,420
|
+9%
|
|
|
1208
|
Caprock Group
Boise,
Idaho
|
$3.24M
|
-$530K
|
-3,077
|
-13%
|
|
|
1209
|
Procyon Advisors
Shelton,
Connecticut
|
$3.23M
|
+$95.8K
|
+556
|
+3%
|
|
|
1210
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$3.22M
|
+$1.27M
|
+7,355
|
+60%
|
|
|
1211
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$3.22M
|
-$194K
|
-1,126
|
-5%
|
|
|
1212
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$3.21M
|
+$31K
|
+180
|
+0.9%
|
|
|
1213
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$3.21M
|
+$229K
|
+1,326
|
+7%
|
|
|
1214
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$3.21M
|
-$70.7K
|
-410
|
-2%
|
|
|
1215
|
Harbour Investments
Madison,
Wisconsin
|
$3.2M
|
–
|
–
|
–
|
|
|
1216
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.2M
|
-$243K
|
-1,410
|
-7%
|
|
|
1217
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.2M
|
+$71.3K
|
+414
|
+2%
|
|
|
1218
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.19M
|
-$31.4K
|
-182
|
-0.9%
|
|
|
1219
|
Meag Munich Ergo
Munich,
Germany
|
$3.18M
|
-$770K
|
-4,467
|
-19%
|
|
|
1220
|
Patten Group
Chattanooga,
Tennessee
|
$3.17M
|
-$20.3K
|
-118
|
-0.6%
|
|
|
1221
|
Kinloch Capital
Glen Allen,
Virginia
|
$3.16M
|
+$128K
|
+741
|
+4%
|
|
|
1222
|
Siena Capital
Cincinnati,
Ohio
|
$3.16M
|
+$5.34K
|
+31
|
+0.2%
|
|
|
1223
|
Cerity Partners OCIO
New York
|
$3.16M
|
+$289K
|
+1,676
|
+9%
|
|
|
1224
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$3.16M
|
-$70.3K
|
-408
|
-2%
|
|
|
1225
|
Impax Asset Management Group
London,
United Kingdom
|
$3.15M
|
-$138K
|
-798
|
-4%
|
|
