|
1201
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.58M
|
-$1.93M
|
-7,076
|
-54%
|
|
|
1202
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.58M
|
-$115K
|
-421
|
-6%
|
|
|
1203
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.58M
|
-$4.64K
|
-17
|
-0.3%
|
|
|
1204
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$1.58M
|
-$1.36M
|
-5,000
|
-45%
|
|
|
1205
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$1.56M
|
+$930K
|
+3,408
|
+135%
|
|
|
1206
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$1.56M
|
+$219K
|
+801
|
+16%
|
|
|
1207
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.56M
|
+$1.62M
|
+5,918
|
New
|
|
|
1208
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.56M
|
-$282K
|
-1,035
|
-15%
|
|
|
1209
|
Inverness Counsel
New York
|
$1.55M
|
–
|
–
|
–
|
|
|
1210
|
Arden Trust
Wilmington,
Delaware
|
$1.55M
|
-$136K
|
-497
|
-8%
|
|
|
1211
|
Excalibur Management
Waltham,
Massachusetts
|
$1.54M
|
-$189K
|
-692
|
-11%
|
|
|
1212
|
Asset Management Group
Stamford,
Connecticut
|
$1.53M
|
-$16.4K
|
-60
|
-1%
|
|
|
1213
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.52M
|
+$5.46K
|
+20
|
+0.3%
|
|
|
1214
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.52M
|
-$189K
|
-691
|
-11%
|
|
|
1215
|
Versant Capital Management
Phoenix,
Arizona
|
$1.51M
|
-$87.9K
|
-322
|
-5%
|
|
|
1216
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$1.51M
|
-$35.5K
|
-130
|
-2%
|
|
|
1217
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$1.5M
|
-$109K
|
-399
|
-7%
|
|
|
1218
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.5M
|
–
|
–
|
–
|
|
|
1219
|
NewFocus Financial Group
Vancouver,
Washington
|
$1.48M
|
–
|
–
|
–
|
|
|
1220
|
Palo Capital
Newport Beach,
California
|
$1.48M
|
-$672K
|
-2,462
|
-30%
|
|
|
1221
|
Alethea Capital Management
Mercer Island,
Washington
|
$1.47M
|
+$35.8K
|
+131
|
+2%
|
|
|
1222
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.47M
|
+$411K
|
+1,507
|
+37%
|
|
|
1223
|
GM Advisory Group
Melville,
New York
|
$1.47M
|
-$46.4K
|
-170
|
-3%
|
|
|
1224
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.47M
|
-$33.3K
|
-122
|
-2%
|
|
|
1225
|
Close Asset Management
London,
United Kingdom
|
$1.47M
|
-$39.3K
|
-144
|
-2%
|
|
