|
1201
|
WealthSource Partners
San Luis Obispo,
California
|
$975K
|
-$640K
|
-2,931
|
-40%
|
|
|
1202
|
AE Wealth Management
Topeka,
Kansas
|
$975K
|
+$953K
|
+4,361
|
New
|
|
|
1203
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$970K
|
-$123K
|
-565
|
-12%
|
|
|
1204
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$970K
|
+$208K
|
+953
|
+28%
|
|
|
1205
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$961K
|
-$278K
|
-1,274
|
-23%
|
|
|
1206
|
Coastline Trust
Providence,
Rhode Island
|
$961K
|
-$8.74K
|
-40
|
-0.9%
|
|
|
1207
|
Atwood & Palmer
Kansas City,
Missouri
|
$960K
|
–
|
–
|
–
|
|
|
1208
|
Investment Partners
New Philadelphia,
Ohio
|
$957K
|
-$882K
|
-4,039
|
-49%
|
|
|
1209
|
Filament
Seattle,
Washington
|
$955K
|
+$933K
|
+4,273
|
New
|
|
|
1210
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$950K
|
-$216K
|
-991
|
-19%
|
|
|
1211
|
Vigilant Capital Management
Portland,
Maine
|
$950K
|
–
|
–
|
–
|
|
|
1212
|
Argent Trust Co
Nashville,
Tennessee
|
$946K
|
-$151K
|
-690
|
-14%
|
|
|
1213
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$935K
|
+$913K
|
+4,181
|
New
|
|
|
1214
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$932K
|
+$7.65K
|
+35
|
+0.8%
|
|
|
1215
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$921K
|
+$416K
|
+1,906
|
+86%
|
|
|
1216
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$918K
|
–
|
–
|
–
|
|
|
1217
|
BlueSpruce Investments
Chicago,
Illinois
|
$918K
|
+$897K
|
+4,107
|
New
|
|
|
1218
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$915K
|
+$894K
|
+4,094
|
New
|
|
|
1219
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$911K
|
+$523K
|
+2,392
|
+142%
|
|
|
1220
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$909K
|
+$206K
|
+945
|
+30%
|
|
|
1221
|
Lebenthal Asset Management
New York
|
$907K
|
+$2.62K
|
+12
|
+0.3%
|
|
|
1222
|
Fortis Advisors
Wayne,
Pennsylvania
|
$901K
|
+$881K
|
+4,031
|
New
|
|
|
1223
|
Pathstone Family Office
Englewood,
New Jersey
|
$895K
|
+$580K
|
+2,655
|
+197%
|
|
|
1224
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$894K
|
-$52.2K
|
-239
|
-6%
|
|
|
1225
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$892K
|
-$36.3K
|
-166
|
-4%
|
|
