|
1201
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$350K
|
–
|
–
|
–
|
|
|
1202
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$350K
|
–
|
–
|
–
|
|
|
1203
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$350K
|
–
|
–
|
–
|
|
|
1204
|
Callahan Advisors
Houston,
Texas
|
$350K
|
+$313
|
+2
|
+0.1%
|
|
|
1205
|
Freestone Capital Holdings
Seattle,
Washington
|
$348K
|
-$222K
|
-1,416
|
-38%
|
|
|
1206
|
Hudock Inc
Williamsport,
Pennsylvania
|
$347K
|
+$1.57K
|
+10
|
+0.4%
|
|
|
1207
|
|
$345K
|
–
|
–
|
–
|
|
|
1208
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$344K
|
+$78.3K
|
+500
|
+29%
|
|
|
1209
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$343K
|
-$47.8K
|
-305
|
-12%
|
|
|
1210
|
|
$341K
|
-$31.3K
|
-200
|
-8%
|
|
|
1211
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$341K
|
–
|
–
|
–
|
|
|
1212
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$339K
|
+$348K
|
+2,219
|
New
|
|
|
1213
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$339K
|
+$2.66K
|
+17
|
+0.8%
|
|
|
1214
|
Alethea Capital Management
Mercer Island,
Washington
|
$337K
|
-$180K
|
-1,150
|
-34%
|
|
|
1215
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$337K
|
–
|
–
|
–
|
|
|
1216
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$337K
|
–
|
–
|
–
|
|
|
1217
|
Forum Financial Management
Lombard,
Illinois
|
$337K
|
+$8.46K
|
+54
|
+3%
|
|
|
1218
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$336K
|
-$6.26K
|
-40
|
-2%
|
|
|
1219
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$336K
|
+$23.7K
|
+151
|
+7%
|
|
|
1220
|
NFP Retirement Inc
Aliso Viejo,
California
|
$336K
|
–
|
–
|
–
|
|
|
1221
|
Virginia National Bank
Charlottesville,
Virginia
|
$335K
|
-$25.7K
|
-164
|
-7%
|
|
|
1222
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$332K
|
-$14.6K
|
-93
|
-4%
|
|
|
1223
|
Mason Investment Advisory Services
Reston,
Virginia
|
$330K
|
-$1.13M
|
-7,209
|
-77%
|
|
|
1224
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$330K
|
+$8.62K
|
+55
|
+3%
|
|
|
1225
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$330K
|
+$38.5K
|
+246
|
+13%
|
|
