|
801
|
Meritage Group
San Francisco,
California
|
$299K
|
+$312K
|
+3,712
|
New
|
|
|
802
|
Boston Financial Management
Boston,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
803
|
LVM Capital Management
Portage,
Michigan
|
$295K
|
-$16.8K
|
-200
|
-5%
|
|
|
804
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$295K
|
–
|
–
|
–
|
|
|
805
|
Altium Wealth Management
Purchase,
New York
|
$293K
|
+$10K
|
+119
|
+3%
|
|
|
806
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$289K
|
-$147K
|
-1,743
|
-33%
|
|
|
807
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$285K
|
-$144K
|
-1,710
|
-33%
|
|
|
808
|
Welch Group
Birmingham,
Alabama
|
$285K
|
+$28.9K
|
+343
|
+11%
|
|
|
809
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$284K
|
-$24.4K
|
-290
|
-8%
|
|
|
810
|
Clearstead Trust
Portland,
Maine
|
$283K
|
–
|
–
|
–
|
|
|
811
|
Alpha Windward
Westwood,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
812
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$281K
|
+$294K
|
+3,500
|
New
|
|
|
813
|
Shelton Capital Management
Denver,
Colorado
|
$279K
|
-$11.6K
|
-138
|
-4%
|
|
|
814
|
Freedom Investment Management
Hartford,
Connecticut
|
$278K
|
-$33.7K
|
-401
|
-10%
|
|
|
815
|
Valeo Financial Advisors
Carmel,
Indiana
|
$275K
|
-$89K
|
-1,058
|
-24%
|
|
|
816
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$275K
|
-$56.4K
|
-670
|
-16%
|
|
|
817
|
BHK Investment Advisors
Birmingham,
Alabama
|
$275K
|
–
|
–
|
–
|
|
|
818
|
Stephens Inc
Little Rock,
Arkansas
|
$275K
|
+$505
|
+6
|
+0.2%
|
|
|
819
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$275K
|
+$13K
|
+155
|
+5%
|
|
|
820
|
Welch & Forbes
Boston,
Massachusetts
|
$274K
|
–
|
–
|
–
|
|
|
821
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$272K
|
-$107K
|
-1,271
|
-52%
|
|
|
822
|
Dodge & Cox
San Francisco,
California
|
$272K
|
–
|
–
|
–
|
|
|
823
|
SVA Wealth Management
Madison,
Wisconsin
|
$272K
|
–
|
–
|
–
|
|
|
824
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$272K
|
+$284K
|
+3,381
|
New
|
|
|
825
|
Field & Main Bank
Henderson,
Kentucky
|
$271K
|
-$2.1K
|
-25
|
-0.7%
|
|
