|
1101
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$352K
|
-$186K
|
-4,104
|
-36%
|
|
|
1102
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$352K
|
+$335K
|
+7,368
|
New
|
|
|
1103
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$351K
|
-$53.4K
|
-1,176
|
-14%
|
|
|
1104
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$349K
|
–
|
–
|
–
|
|
|
1105
|
Dimension Capital Management
Coral Gables,
Florida
|
$344K
|
–
|
–
|
–
|
|
|
1106
|
HM Payson & Co
Portland,
Maine
|
$344K
|
–
|
–
|
–
|
|
|
1107
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$344K
|
+$39.5K
|
+870
|
+14%
|
|
|
1108
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$344K
|
+$327K
|
+7,200
|
New
|
|
|
1109
|
Seneca House Advisors
Richmond,
Virginia
|
$343K
|
-$99.7K
|
-2,196
|
-23%
|
|
|
1110
|
Abacus Planning Group
Columbia,
South Carolina
|
$342K
|
–
|
–
|
–
|
|
|
1111
|
Key Financial Inc
West Chester,
Pennsylvania
|
$342K
|
–
|
–
|
–
|
|
|
1112
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$341K
|
+$545
|
+12
|
+0.2%
|
|
|
1113
|
180 Wealth Advisors
Federal Way,
Washington
|
$340K
|
–
|
–
|
–
|
|
|
1114
|
Capital Management
Glen Allen,
Virginia
|
$340K
|
–
|
–
|
–
|
|
|
1115
|
Ascent Wealth Partners
New Hartford,
New York
|
$339K
|
+$42.2K
|
+930
|
+50%
|
|
|
1116
|
Vivid Financial Management
Orcutt,
California
|
$338K
|
-$1.5M
|
-32,994
|
-82%
|
|
|
1117
|
Portland Global Advisors
Portland,
Maine
|
$336K
|
–
|
–
|
–
|
|
|
1118
|
Lyell Wealth Management
Menlo Park,
California
|
$333K
|
-$16.6K
|
-366
|
-5%
|
|
|
1119
|
Red Door Wealth Management
Memphis,
Tennessee
|
$332K
|
–
|
–
|
–
|
|
|
1120
|
Sigma Investment Counselors
Northville,
Michigan
|
$332K
|
–
|
–
|
–
|
|
|
1121
|
Wolverine Trading
Chicago,
Illinois
|
$331K
|
+$314K
|
+6,924
|
New
|
|
|
1122
|
TriaGen Wealth Management
Calabasas,
California
|
$330K
|
-$24.5K
|
-540
|
-7%
|
|
|
1123
|
Shoker Investment Counsel
Oxford,
Ohio
|
$330K
|
–
|
–
|
–
|
|
|
1124
|
TFC Financial Management
Boston,
Massachusetts
|
$330K
|
–
|
–
|
–
|
|
|
1125
|
Tradewinds Capital Management
Bellingham,
Washington
|
$329K
|
+$44.7K
|
+984
|
+17%
|
|
