|
526
|
Westside Investment Management
Santa Monica,
California
|
$788K
|
+$25.2K
|
+344
|
+3%
|
|
|
527
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$786K
|
–
|
–
|
–
|
|
|
528
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$779K
|
+$60.5K
|
+826
|
+8%
|
|
|
529
|
Tiedemann Advisors
New York
|
$778K
|
–
|
–
|
–
|
|
|
530
|
Csenge Advisory Group
Clearwater,
Florida
|
$767K
|
-$395K
|
-5,396
|
-33%
|
|
|
531
|
Summit Financial
Parsippany,
New Jersey
|
$743K
|
+$127K
|
+1,732
|
+19%
|
|
|
532
|
Montecito Bank & Trust
Santa Barbara,
California
|
$742K
|
-$60.9K
|
-832
|
-7%
|
|
|
533
|
Narwhal Capital Management
Marietta,
Georgia
|
$734K
|
-$18.4K
|
-252
|
-2%
|
|
|
534
|
Koshinski Asset Management
Decatur,
Illinois
|
$733K
|
-$355K
|
-4,853
|
-31%
|
|
|
535
|
Act Two Investors
Santa Cruz,
California
|
$730K
|
+$776K
|
+10,606
|
New
|
|
|
536
|
Plimoth Trust
Plymouth,
Massachusetts
|
$728K
|
+$36.3K
|
+496
|
+5%
|
|
|
537
|
ARS Investment Partners
New York
|
$726K
|
+$29.6K
|
+404
|
+4%
|
|
|
538
|
Lewis Capital Management
Beverly Hills,
California
|
$726K
|
-$14.5K
|
-198
|
-2%
|
|
|
539
|
Ingalls & Snyder LLC
New York
|
$722K
|
+$71.5K
|
+977
|
+10%
|
|
|
540
|
BOK Financial
Tulsa,
Oklahoma
|
$721K
|
-$116K
|
-1,591
|
-13%
|
|
|
541
|
Private Trust Company
Cleveland,
Ohio
|
$718K
|
+$70K
|
+957
|
+10%
|
|
|
542
|
Chevy Chase Trust
Bethesda,
Maryland
|
$714K
|
–
|
–
|
–
|
|
|
543
|
Sutton Wealth Advisors
Tampa,
Florida
|
$714K
|
-$10.8K
|
-148
|
-1%
|
|
|
544
|
North Star Investment Management
Chicago,
Illinois
|
$707K
|
-$10.5K
|
-143
|
-1%
|
|
|
545
|
Lavaca Capital
Houston,
Texas
|
$700K
|
–
|
–
|
–
|
|
|
546
|
Valeo Financial Advisors
Carmel,
Indiana
|
$697K
|
+$14.8K
|
+202
|
+2%
|
|
|
547
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$697K
|
-$41.9K
|
-572
|
-5%
|
|
|
548
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$696K
|
–
|
–
|
–
|
|
|
549
|
Mission Wealth Management
Santa Barbara,
California
|
$695K
|
-$6.88K
|
-94
|
-0.9%
|
|
|
550
|
Roberts Wealth Advisors
Palo Alto,
California
|
$693K
|
-$40.3K
|
-550
|
-5%
|
|
