|
1201
|
Capital Advantage
Walnut Creek,
California
|
$337K
|
+$25.2K
|
+163
|
+7%
|
|
|
1202
|
Holt Capital Partners
Fort Worth,
Texas
|
$334K
|
–
|
–
|
–
|
|
|
1203
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$333K
|
-$2.17K
|
-14
|
-0.5%
|
|
|
1204
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$332K
|
-$15.5K
|
-100
|
-4%
|
|
|
1205
|
JOYN Advisors
Atlanta,
Georgia
|
$330K
|
-$50.3K
|
-325
|
-11%
|
|
|
1206
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$327K
|
+$24.7K
|
+160
|
+7%
|
|
|
1207
|
Prudential Financial
Newark,
New Jersey
|
$325K
|
+$390K
|
+2,523
|
New
|
|
|
1208
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$324K
|
–
|
–
|
–
|
|
|
1209
|
Cable Hill Partners
Portland,
Oregon
|
$323K
|
-$24.9K
|
-161
|
-6%
|
|
|
1210
|
DWM Financial Group
Palatine,
Illinois
|
$323K
|
+$388K
|
+2,509
|
New
|
|
|
1211
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$321K
|
-$11.8K
|
-76
|
-3%
|
|
|
1212
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$321K
|
-$2.78K
|
-18
|
-0.7%
|
|
|
1213
|
BSW Wealth Partners
Boulder,
Colorado
|
$320K
|
+$1.08K
|
+7
|
+0.3%
|
|
|
1214
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$320K
|
+$3.71K
|
+24
|
+1%
|
|
|
1215
|
Armbruster Capital Management
Pittsford,
New York
|
$320K
|
+$54K
|
+349
|
+16%
|
|
|
1216
|
Seneca House Advisors
Richmond,
Virginia
|
$320K
|
+$66K
|
+427
|
+21%
|
|
|
1217
|
Highland Private Wealth Management
Bellevue,
Washington
|
$320K
|
+$194K
|
+1,257
|
+102%
|
|
|
1218
|
Resource Management
Metairie,
Louisiana
|
$317K
|
–
|
–
|
–
|
|
|
1219
|
GHP Investment Advisors
Denver,
Colorado
|
$316K
|
-$67.3K
|
-435
|
-15%
|
|
|
1220
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
1221
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$314K
|
+$377K
|
+2,440
|
New
|
|
|
1222
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$313K
|
+$29.8K
|
+193
|
+8%
|
|
|
1223
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$313K
|
+$394K
|
+2,547
|
New
|
|
|
1224
|
Retirement Capital Strategies
San Jose,
California
|
$312K
|
-$5.6M
|
-36,221
|
-94%
|
|
|
1225
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$312K
|
+$60.3K
|
+390
|
+19%
|
|
