|
501
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$425K
|
–
|
–
|
–
|
|
|
502
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$422K
|
–
|
–
|
–
|
|
|
503
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$420K
|
-$23.6K
|
-20
|
-5%
|
|
|
504
|
Anchor Investment Management
Columbia,
South Carolina
|
$411K
|
+$29.5K
|
+25
|
+8%
|
|
|
505
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$409K
|
–
|
–
|
–
|
|
|
506
|
Mercer Global Advisors
Denver,
Colorado
|
$407K
|
+$174K
|
+147
|
+74%
|
|
|
507
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$406K
|
–
|
–
|
–
|
|
|
508
|
Eudaimonia Partners
Winchester,
Tennessee
|
$406K
|
+$11.8K
|
+10
|
+3%
|
|
|
509
|
Farr Miller & Washington
Washington,
District of Columbia
|
$395K
|
–
|
–
|
–
|
|
|
510
|
Inspire Investing
Meridian,
Idaho
|
$392K
|
-$15.4K
|
-13
|
-4%
|
|
|
511
|
KeyBank National Association
Cleveland,
Ohio
|
$391K
|
+$5.91K
|
+5
|
+2%
|
|
|
512
|
Kestra Advisory Services
Austin,
Texas
|
$387K
|
–
|
–
|
–
|
|
|
513
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$387K
|
+$389K
|
+329
|
New
|
|
|
514
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$385K
|
-$35.4K
|
-30
|
-8%
|
|
|
515
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$379K
|
–
|
–
|
–
|
|
|
516
|
Morningstar Investment Services
Chicago,
Illinois
|
$379K
|
+$17.7K
|
+15
|
+5%
|
|
|
517
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$369K
|
-$1.37M
|
-1,156
|
-79%
|
|
|
518
|
Global Endowment Management
Charlotte,
North Carolina
|
$367K
|
–
|
–
|
–
|
|
|
519
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$360K
|
-$110K
|
-93
|
-23%
|
|
|
520
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$360K
|
-$46.1K
|
-39
|
-11%
|
|
|
521
|
Edgestream Partners
Princeton,
New Jersey
|
$358K
|
-$27.2M
|
-23,038
|
-99%
|
|
|
522
|
Wealthfront Advisers
Palo Alto,
California
|
$358K
|
-$14.2K
|
-12
|
-4%
|
|
|
523
|
QCM Cayman
Houston,
Texas
|
$353K
|
-$233K
|
-197
|
-40%
|
|
|
524
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$353K
|
-$59.1K
|
-50
|
-14%
|
|
|
525
|
Rafferty Asset Management
New York
|
$350K
|
+$57.9K
|
+49
|
+20%
|
|
