|
1201
|
Loveless Wealth Management
Billings,
Montana
|
$304K
|
+$38.4K
|
+160
|
+15%
|
|
|
1202
|
Essex Financial Services
Essex,
Connecticut
|
$303K
|
-$130K
|
-541
|
-30%
|
|
|
1203
|
Valmark Advisers
Akron,
Ohio
|
$303K
|
-$27.1K
|
-113
|
-8%
|
|
|
1204
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$301K
|
-$5.04K
|
-21
|
-2%
|
|
|
1205
|
Homrich & Berg
Atlanta,
Georgia
|
$300K
|
-$42.4K
|
-177
|
-13%
|
|
|
1206
|
Ranch Capital Advisors
Sarasota,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
1207
|
|
$299K
|
–
|
–
|
–
|
|
|
1208
|
|
$298K
|
+$293K
|
+1,222
|
New
|
|
|
1209
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$297K
|
-$51.3K
|
-214
|
-15%
|
|
|
1210
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
1211
|
Coho Partners
Berwyn,
Pennsylvania
|
$293K
|
-$30.9K
|
-129
|
-10%
|
|
|
1212
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$292K
|
–
|
–
|
–
|
|
|
1213
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$292K
|
+$69.1K
|
+288
|
+32%
|
|
|
1214
|
Equitable Holdings
New York
|
$291K
|
+$6.47K
|
+27
|
+2%
|
|
|
1215
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$288K
|
-$240
|
-1
|
-0.1%
|
|
|
1216
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$287K
|
+$12.5K
|
+52
|
+5%
|
|
|
1217
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$287K
|
+$54K
|
+225
|
+24%
|
|
|
1218
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$284K
|
+$45.8K
|
+191
|
+20%
|
|
|
1219
|
Jones Financial Companies
Des Peres,
Missouri
|
$283K
|
-$121K
|
-504
|
-30%
|
|
|
1220
|
Freestone Capital Holdings
Seattle,
Washington
|
$282K
|
-$99.5K
|
-415
|
-26%
|
|
|
1221
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$282K
|
-$25.7K
|
-107
|
-8%
|
|
|
1222
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
1223
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$280K
|
-$23K
|
-96
|
-8%
|
|
|
1224
|
Kendall Capital Management
Rockville,
Maryland
|
$279K
|
-$30K
|
-125
|
-10%
|
|
|
1225
|
MBL Wealth
Charlotte,
North Carolina
|
$277K
|
+$14.4K
|
+60
|
+6%
|
|
