|
1201
|
Wellington Shields Capital Management
New York
|
$217K
|
–
|
–
|
–
|
|
|
1202
|
VisionPoint Advisory Group
Dallas,
Texas
|
$216K
|
+$205K
|
+3,793
|
New
|
|
|
1203
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$215K
|
-$1.58M
|
-29,308
|
-89%
|
|
|
1204
|
Gradient Capital Advisors
San Diego,
California
|
$215K
|
-$38.4K
|
-711
|
-16%
|
|
|
1205
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$215K
|
+$39.1K
|
+725
|
+24%
|
|
|
1206
|
Xcel Wealth Management
Holly Hill,
Florida
|
$214K
|
-$37.8K
|
-700
|
-16%
|
|
|
1207
|
Ninety One (UK)
London,
United Kingdom
|
$214K
|
–
|
–
|
–
|
|
|
1208
|
Calton & Associates
Tampa,
Florida
|
$214K
|
+$202K
|
+3,751
|
New
|
|
|
1209
|
Citizens Business Bank
Ontario,
California
|
$213K
|
-$730K
|
-13,520
|
-78%
|
|
|
1210
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$213K
|
-$11.3K
|
-210
|
-5%
|
|
|
1211
|
Kalos Management
Alpharetta,
Georgia
|
$212K
|
-$28.3K
|
-525
|
-12%
|
|
|
1212
|
Hollencrest Capital Management
Newport Beach,
California
|
$209K
|
-$36.1K
|
-668
|
-15%
|
|
|
1213
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$209K
|
-$3.35K
|
-62
|
-2%
|
|
|
1214
|
Cutler Group
San Francisco,
California
|
$207K
|
-$522K
|
-9,665
|
-73%
|
|
|
1215
|
Pettee Investors
Rowayton,
Connecticut
|
$207K
|
–
|
–
|
–
|
|
|
1216
|
Northeast Investment Management
Boston,
Massachusetts
|
$205K
|
-$5.4K
|
-100
|
-3%
|
|
|
1217
|
Fox Run Management
Greenwich,
Connecticut
|
$204K
|
+$193K
|
+3,572
|
New
|
|
|
1218
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$201K
|
-$30.6K
|
-567
|
-14%
|
|
|
1219
|
Evolution Wealth Advisors
Aventura,
Florida
|
$201K
|
+$8.31K
|
+154
|
+5%
|
|
|
1220
|
Tiedemann Advisors
New York
|
$200K
|
-$158K
|
-2,927
|
-46%
|
|
|
1221
|
Biegel & Waller
Columbia,
Maryland
|
$200K
|
+$190K
|
+3,512
|
New
|
|
|
1222
|
Guardian Life Insurance
New York
|
$199K
|
+$3.02K
|
+56
|
+2%
|
|
|
1223
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$199K
|
+$7.13K
|
+132
|
+4%
|
|
|
1224
|
One Wealth Advisors
San Francisco,
California
|
$195K
|
-$5.94K
|
-110
|
-3%
|
|
|
1225
|
Raffa Wealth Management
Washington,
District of Columbia
|
$191K
|
+$57.8K
|
+1,071
|
+47%
|
|
