|
1101
|
Evanson Asset Management
Carmel,
California
|
$495K
|
–
|
–
|
–
|
|
|
1102
|
Marco Investment Management
Atlanta,
Georgia
|
$494K
|
-$70.8K
|
-436
|
-13%
|
|
|
1103
|
Evermay Wealth Management
Arlington,
Virginia
|
$491K
|
-$6.01K
|
-37
|
-1%
|
|
|
1104
|
Focus Financial Network
Minneapolis,
Minnesota
|
$486K
|
–
|
–
|
–
|
|
|
1105
|
Bristlecone Advisors
Bellevue,
Washington
|
$484K
|
+$476K
|
+2,930
|
New
|
|
|
1106
|
Plancorp LLC
Saint Louis,
Missouri
|
$483K
|
-$8.77K
|
-54
|
-2%
|
|
|
1107
|
Brasada Capital Management
Houston,
Texas
|
$481K
|
+$476K
|
+2,929
|
New
|
|
|
1108
|
WMS Partners
Towson,
Maryland
|
$479K
|
–
|
–
|
–
|
|
|
1109
|
Capstone Investment Advisors
New York
|
$478K
|
+$470K
|
+2,894
|
New
|
|
|
1110
|
Brown Advisory Securities
Baltimore,
Maryland
|
$477K
|
-$159K
|
-978
|
-25%
|
|
|
1111
|
WealthShield Partners
Cary,
North Carolina
|
$474K
|
+$193K
|
+1,188
|
+71%
|
|
|
1112
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$472K
|
+$1.14K
|
+7
|
+0.2%
|
|
|
1113
|
Tradition Asset Management
Richmond,
Virginia
|
$472K
|
+$464K
|
+2,855
|
New
|
|
|
1114
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$471K
|
–
|
–
|
–
|
|
|
1115
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$471K
|
–
|
–
|
–
|
|
|
1116
|
Berman Capital Advisors
Atlanta,
Georgia
|
$471K
|
+$11.9K
|
+73
|
+3%
|
|
|
1117
|
Smith, Moore & Co
Clayton,
Missouri
|
$468K
|
-$14.6K
|
-90
|
-3%
|
|
|
1118
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$463K
|
-$195K
|
-1,200
|
-30%
|
|
|
1119
|
Institute for Wealth Management
Denver,
Colorado
|
$463K
|
+$7.31K
|
+45
|
+2%
|
|
|
1120
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$463K
|
+$19.2K
|
+118
|
+4%
|
|
|
1121
|
IberiaBank
Lafayette,
Louisiana
|
$463K
|
+$248K
|
+1,524
|
+119%
|
|
|
1122
|
Isthmus Partners
Madison,
Wisconsin
|
$460K
|
-$25.3M
|
-156,002
|
-98%
|
|
|
1123
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$456K
|
–
|
–
|
–
|
|
|
1124
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$451K
|
-$9.59K
|
-59
|
-2%
|
|
|
1125
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$451K
|
–
|
–
|
–
|
|
