|
1701
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$568K
|
-$1.07M
|
-28,418
|
-67%
|
|
|
1702
|
Gould Asset Management
Claremont,
California
|
$567K
|
–
|
–
|
–
|
|
|
1703
|
Whitney & Co
Rochester,
New York
|
$566K
|
-$50.9K
|
-1,358
|
-10%
|
|
|
1704
|
Auxier Asset Management
Aurora,
Oregon
|
$566K
|
-$8.92K
|
-238
|
-2%
|
|
|
1705
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$566K
|
+$515K
|
+13,731
|
New
|
|
|
1706
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$565K
|
-$51.3K
|
-1,369
|
-9%
|
|
|
1707
|
Investment Partners
New Philadelphia,
Ohio
|
$564K
|
-$35.5K
|
-947
|
-6%
|
|
|
1708
|
TrueWealth Advisors
Birmingham,
Alabama
|
$564K
|
+$452K
|
+12,051
|
New
|
|
|
1709
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$562K
|
-$115K
|
-3,055
|
-18%
|
|
|
1710
|
Your Advocates Ltd
Houston,
Texas
|
$562K
|
-$10.5K
|
-281
|
-2%
|
|
|
1711
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$561K
|
+$510K
|
+13,602
|
New
|
|
|
1712
|
Portland Global Advisors
Portland,
Maine
|
$560K
|
-$40.9K
|
-1,092
|
-7%
|
|
|
1713
|
Valicenti Advisory Services
Elmira,
New York
|
$560K
|
-$2.81K
|
-75
|
-0.5%
|
|
|
1714
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$559K
|
+$265K
|
+7,071
|
+109%
|
|
|
1715
|
ADE LLC
Baltimore,
Maryland
|
$559K
|
+$508K
|
+13,554
|
New
|
|
|
1716
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$558K
|
+$11.6K
|
+309
|
+2%
|
|
|
1717
|
Hamel Associates
Chatham,
New Jersey
|
$556K
|
-$2.73M
|
-72,760
|
-84%
|
|
|
1718
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$553K
|
-$18.1K
|
-483
|
-3%
|
|
|
1719
|
Edgewood Management
Greenwich,
Connecticut
|
$551K
|
-$2.36K
|
-63
|
-0.5%
|
|
|
1720
|
St. Johns Investment Management
Jacksonville,
Florida
|
$548K
|
-$62.5K
|
-1,667
|
-11%
|
|
|
1721
|
Meridian Investment Counsel
Lafayette,
California
|
$547K
|
+$9.11K
|
+243
|
+2%
|
|
|
1722
|
Archer Investment Corporation
Carmel,
Indiana
|
$547K
|
+$8.47K
|
+226
|
+2%
|
|
|
1723
|
Cannell & Spears
New York
|
$545K
|
-$216K
|
-5,758
|
-30%
|
|
|
1724
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$545K
|
-$123K
|
-3,291
|
-20%
|
|
|
1725
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$545K
|
+$496K
|
+13,227
|
New
|
|
