|
1501
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$592K
|
–
|
–
|
–
|
|
|
1502
|
Great Diamond Partners
Portland,
Maine
|
$592K
|
+$11.6K
|
+25
|
+2%
|
|
|
1503
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$591K
|
+$559K
|
+1,202
|
New
|
|
|
1504
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$590K
|
–
|
–
|
–
|
|
|
1505
|
Community Bank
Dewitt,
New York
|
$587K
|
-$59.1K
|
-127
|
-10%
|
|
|
1506
|
Wambolt & Associates
Littleton,
Colorado
|
$587K
|
-$18.1K
|
-39
|
-3%
|
|
|
1507
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$587K
|
+$47.4K
|
+102
|
+9%
|
|
|
1508
|
Chilton Investment Company
Stamford,
Connecticut
|
$586K
|
+$121K
|
+260
|
+28%
|
|
|
1509
|
Valeo Financial Advisors
Carmel,
Indiana
|
$584K
|
-$128K
|
-276
|
-19%
|
|
|
1510
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$578K
|
+$548K
|
+1,179
|
New
|
|
|
1511
|
Neo Ivy Capital Management
New York
|
$571K
|
+$542K
|
+1,165
|
New
|
|
|
1512
|
WealthSource Partners
San Luis Obispo,
California
|
$570K
|
-$45.6K
|
-98
|
-8%
|
|
|
1513
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$570K
|
+$22.8K
|
+49
|
+4%
|
|
|
1514
|
Cooper Financial Group
Irvine,
California
|
$568K
|
-$5.12K
|
-11
|
-0.9%
|
|
|
1515
|
TrinityPoint Wealth
Milford,
Connecticut
|
$563K
|
-$50.2K
|
-108
|
-9%
|
|
|
1516
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$561K
|
-$23.3K
|
-50
|
-4%
|
|
|
1517
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$561K
|
–
|
–
|
–
|
|
|
1518
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$557K
|
-$53.5K
|
-115
|
-9%
|
|
|
1519
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$556K
|
+$65.1K
|
+140
|
+14%
|
|
|
1520
|
Bessemer Securities
New York
|
$552K
|
–
|
–
|
–
|
|
|
1521
|
Parker Investment Management
Menlo Park,
California
|
$550K
|
+$2.33K
|
+5
|
+0.4%
|
|
|
1522
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$548K
|
+$520K
|
+1,118
|
New
|
|
|
1523
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$547K
|
+$519K
|
+1,116
|
New
|
|
|
1524
|
Verition Fund Management
Greenwich,
Connecticut
|
$543K
|
-$1.14M
|
-2,441
|
-69%
|
|
|
1525
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$542K
|
+$9.3K
|
+20
|
+2%
|
|
