|
1201
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.04M
|
+$144K
|
+3,155
|
+15%
|
|
|
1202
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.04M
|
+$114K
|
+2,500
|
+12%
|
|
|
1203
|
S&T Bank
Indiana,
Pennsylvania
|
$1.04M
|
-$87.4K
|
-1,909
|
-7%
|
|
|
1204
|
KCM Investment Advisors
Greenbrae,
California
|
$1.03M
|
+$779K
|
+17,022
|
+257%
|
|
|
1205
|
Forte Capital
Rochester,
New York
|
$1.03M
|
-$50.6K
|
-1,106
|
-4%
|
|
|
1206
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.03M
|
+$187K
|
+4,081
|
+21%
|
|
|
1207
|
Mendel Capital Management
Little Rock,
Arkansas
|
$1.02M
|
+$227K
|
+4,950
|
+27%
|
|
|
1208
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.02M
|
-$18K
|
-393
|
-2%
|
|
|
1209
|
Merriman Wealth Management
Seattle,
Washington
|
$1.02M
|
-$6.33M
|
-138,221
|
-86%
|
|
|
1210
|
Tamar Securities
Woodland Hills,
California
|
$1.02M
|
+$761K
|
+16,630
|
+246%
|
|
|
1211
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.02M
|
-$4.71K
|
-103
|
-0.4%
|
|
|
1212
|
World Investment Advisors
Santa Barbara,
California
|
$1.02M
|
+$28.1K
|
+615
|
+3%
|
|
|
1213
|
Webster Bank
Waterbury,
Connecticut
|
$1.02M
|
+$183K
|
+4,002
|
+21%
|
|
|
1214
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.02M
|
-$14.7K
|
-321
|
-1%
|
|
|
1215
|
Joel Isaacson & Co
New York
|
$1.01M
|
+$143K
|
+3,128
|
+16%
|
|
|
1216
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.01M
|
-$2.56K
|
-56
|
-0.2%
|
|
|
1217
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$1.01M
|
+$17.8K
|
+388
|
+2%
|
|
|
1218
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.01M
|
-$6.68K
|
-146
|
-0.6%
|
|
|
1219
|
Davidson Trust Company
Seattle,
Washington
|
$1.01M
|
+$73.5K
|
+1,606
|
+7%
|
|
|
1220
|
Prosperity Planning
Kansas City,
Missouri
|
$1.01M
|
+$4.9K
|
+107
|
+0.5%
|
|
|
1221
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1M
|
+$315K
|
+6,880
|
+43%
|
|
|
1222
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1M
|
-$1.37M
|
-29,903
|
-57%
|
|
|
1223
|
Jag Capital Management
St Louis,
Missouri
|
$1,000K
|
–
|
–
|
–
|
|
|
1224
|
HC Advisors
Sandy Springs,
Georgia
|
$1,000K
|
–
|
–
|
–
|
|
|
1225
|
Sterling Investment Management
Tucson,
Arizona
|
$999K
|
-$59K
|
-1,290
|
-5%
|
|
