|
1201
|
Evermay Wealth Management
Arlington,
Virginia
|
$703K
|
-$12.9K
|
-59
|
-2%
|
|
|
1202
|
InterOcean Capital Group
Nashville,
Tennessee
|
$702K
|
+$733K
|
+3,344
|
New
|
|
|
1203
|
De Burlo Group
Boston,
Massachusetts
|
$700K
|
-$65.5K
|
-299
|
-8%
|
|
|
1204
|
Main Street Research
Lakeville,
Connecticut
|
$700K
|
-$11K
|
-50
|
-1%
|
|
|
1205
|
Orca Investment Management
Roseburg,
Oregon
|
$700K
|
+$18.8K
|
+86
|
+3%
|
|
|
1206
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$699K
|
+$4.38K
|
+20
|
+0.6%
|
|
|
1207
|
VeraBank
Henderson,
Texas
|
$695K
|
–
|
–
|
–
|
|
|
1208
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$694K
|
+$468K
|
+2,134
|
+182%
|
|
|
1209
|
ICA Group Wealth Management
Denver,
Colorado
|
$689K
|
-$121K
|
-552
|
-17%
|
|
|
1210
|
Marcum Wealth
Cleveland,
Ohio
|
$689K
|
-$29.1K
|
-133
|
-4%
|
|
|
1211
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$689K
|
–
|
–
|
–
|
|
|
1212
|
Virtus ETF Advisers
New York
|
$686K
|
+$716K
|
+3,266
|
New
|
|
|
1213
|
Proficio Capital Partners
Newton,
Massachusetts
|
$680K
|
+$45.8K
|
+209
|
+7%
|
|
|
1214
|
Fisher Asset Management
Camas,
Washington
|
$678K
|
+$234K
|
+1,069
|
+50%
|
|
|
1215
|
Buffington Mohr McNeal
Boise,
Idaho
|
$672K
|
–
|
–
|
–
|
|
|
1216
|
Lombard Odier Asset Management (USA)
New York
|
$672K
|
+$220K
|
+1,005
|
+46%
|
|
|
1217
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$671K
|
+$344K
|
+1,570
|
+96%
|
|
|
1218
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$669K
|
–
|
–
|
–
|
|
|
1219
|
XTX Topco
George Town,
Cayman Islands
|
$664K
|
-$90.3K
|
-412
|
-12%
|
|
|
1220
|
TFC Financial Management
Boston,
Massachusetts
|
$664K
|
-$21.7K
|
-99
|
-3%
|
|
|
1221
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$664K
|
–
|
–
|
–
|
|
|
1222
|
Knightsbridge Asset Management
Newport Beach,
California
|
$663K
|
+$344K
|
+1,568
|
+99%
|
|
|
1223
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$662K
|
-$25.2K
|
-115
|
-4%
|
|
|
1224
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$659K
|
-$889K
|
-4,057
|
-56%
|
|
|
1225
|
55I LLC
Boston,
Massachusetts
|
$658K
|
+$130K
|
+595
|
+23%
|
|
