|
1201
|
Charles Schwab Trust
Henderson,
Nevada
|
$610K
|
-$54.5K
|
-376
|
-9%
|
|
|
1202
|
Silvercrest Asset Management
New York
|
$610K
|
+$89.8K
|
+620
|
+19%
|
|
|
1203
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$610K
|
+$303K
|
+2,095
|
+118%
|
|
|
1204
|
Wealth Effects
Boston,
Massachusetts
|
$610K
|
+$561K
|
+3,875
|
New
|
|
|
1205
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$609K
|
+$114K
|
+790
|
+26%
|
|
|
1206
|
NWAM LLC
Mercer Island,
Washington
|
$603K
|
-$99.5K
|
-687
|
-15%
|
|
|
1207
|
Mengis Capital Management
Portland,
Oregon
|
$599K
|
-$72.4K
|
-500
|
-12%
|
|
|
1208
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$596K
|
+$117K
|
+806
|
+27%
|
|
|
1209
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$595K
|
+$11.2K
|
+77
|
+2%
|
|
|
1210
|
Axxcess Wealth Management
Carlsbad,
California
|
$593K
|
+$546K
|
+3,767
|
New
|
|
|
1211
|
Alpine Global Management
New York
|
$592K
|
+$545K
|
+3,765
|
New
|
|
|
1212
|
Loveless Wealth Management
Billings,
Montana
|
$590K
|
–
|
–
|
–
|
|
|
1213
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$581K
|
+$264K
|
+1,825
|
+98%
|
|
|
1214
|
First National Bank of South Miami
South Miami,
Florida
|
$578K
|
+$28.4K
|
+196
|
+6%
|
|
|
1215
|
Verity Asset Management
Durham,
North Carolina
|
$577K
|
+$16.8K
|
+116
|
+3%
|
|
|
1216
|
Security Asset Management
New York
|
$573K
|
–
|
–
|
–
|
|
|
1217
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$572K
|
+$11.2K
|
+77
|
+2%
|
|
|
1218
|
First Horizon Advisors
Memphis,
Tennessee
|
$572K
|
+$59.4K
|
+410
|
+13%
|
|
|
1219
|
Insight Advisors
Newtown,
Pennsylvania
|
$571K
|
-$869
|
-6
|
-0.2%
|
|
|
1220
|
Heron Financial Group
New York
|
$570K
|
+$36.7K
|
+253
|
+7%
|
|
|
1221
|
Trinity Legacy Partners
Houston,
Texas
|
$567K
|
+$6.37K
|
+44
|
+1%
|
|
|
1222
|
Sunflower Bank
Dallas,
Texas
|
$567K
|
+$55.5K
|
+383
|
+12%
|
|
|
1223
|
Whalerock Point Partners
Providence,
Rhode Island
|
$566K
|
–
|
–
|
–
|
|
|
1224
|
Fayez Sarofim & Co
Houston,
Texas
|
$566K
|
+$232K
|
+1,600
|
+80%
|
|
|
1225
|
Certuity
North Palm Beach,
Florida
|
$565K
|
-$171K
|
-1,181
|
-25%
|
|
