|
1501
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$3.23M
|
–
|
–
|
–
|
|
|
1502
|
Strategic Wealth Partners
Independence,
Ohio
|
$3.22M
|
+$3.19M
|
+29,881
|
New
|
|
|
1503
|
Leelyn Smith
Geneva,
Illinois
|
$3.21M
|
+$60.9K
|
+570
|
+2%
|
|
|
1504
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.21M
|
-$115K
|
-1,072
|
-3%
|
|
|
1505
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$3.2M
|
+$214
|
+2
|
+0%
|
|
|
1506
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$3.18M
|
-$565K
|
-5,286
|
-15%
|
|
|
1507
|
Inkwell Capital
Miami,
Florida
|
$3.17M
|
-$27K
|
-253
|
-0.9%
|
|
|
1508
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$3.16M
|
+$160K
|
+1,496
|
+5%
|
|
|
1509
|
First Business Financial Services
Madison,
Wisconsin
|
$3.16M
|
+$26.5K
|
+248
|
+0.9%
|
|
|
1510
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$3.15M
|
–
|
–
|
–
|
|
|
1511
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.15M
|
-$49.8K
|
-466
|
-2%
|
|
|
1512
|
Colonial Trust
Spartanburg,
South Carolina
|
$3.15M
|
-$1.14M
|
-10,639
|
-27%
|
|
|
1513
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$3.15M
|
+$238K
|
+2,225
|
+8%
|
|
|
1514
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$3.15M
|
+$947K
|
+8,856
|
+44%
|
|
|
1515
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$3.14M
|
-$120K
|
-1,123
|
-4%
|
|
|
1516
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$3.13M
|
-$144K
|
-1,345
|
-4%
|
|
|
1517
|
Patten Group
Chattanooga,
Tennessee
|
$3.12M
|
-$139K
|
-1,298
|
-4%
|
|
|
1518
|
Freedom Day Solutions
Houston,
Texas
|
$3.11M
|
-$68.4K
|
-640
|
-2%
|
|
|
1519
|
James Investment Research
Alpha,
Ohio
|
$3.11M
|
-$55.7K
|
-521
|
-2%
|
|
|
1520
|
BankPlus Trust Department
Jackson,
Mississippi
|
$3.11M
|
+$652K
|
+6,101
|
+27%
|
|
|
1521
|
Waterloo Capital
Austin,
Texas
|
$3.1M
|
-$34.1K
|
-319
|
-1%
|
|
|
1522
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.1M
|
+$36.6K
|
+342
|
+1%
|
|
|
1523
|
Telos Capital Management
San Diego,
California
|
$3.09M
|
+$89.3K
|
+835
|
+3%
|
|
|
1524
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.09M
|
+$167K
|
+1,562
|
+6%
|
|
|
1525
|
Vectors Research Management
New York
|
$3.06M
|
-$25.5K
|
-239
|
-0.8%
|
|
