|
901
|
Simon Quick Advisors
Morristown,
New Jersey
|
$705K
|
–
|
–
|
–
|
|
|
902
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$705K
|
+$15.8K
|
+150
|
+2%
|
|
|
903
|
|
$705K
|
+$349K
|
+3,300
|
+102%
|
|
|
904
|
Merlin Capital
Newport,
Rhode Island
|
$702K
|
-$127K
|
-1,200
|
-16%
|
|
|
905
|
Empowered Funds
Havertown,
Pennsylvania
|
$697K
|
+$243K
|
+2,300
|
+55%
|
|
|
906
|
EA Series Trust
Newtown Square,
Pennsylvania
|
$697K
|
+$682K
|
+6,450
|
New
|
|
|
907
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$695K
|
+$92.5K
|
+875
|
+15%
|
|
|
908
|
Fayez Sarofim & Co
Houston,
Texas
|
$694K
|
-$37K
|
-350
|
-5%
|
|
|
909
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$694K
|
-$7.92K
|
-75
|
-1%
|
|
|
910
|
Evergreen Wealth Management
Williamston,
Michigan
|
$689K
|
+$674K
|
+6,375
|
New
|
|
|
911
|
Garner Asset Management Corp
Plano,
Texas
|
$686K
|
-$264K
|
-2,500
|
-28%
|
|
|
912
|
Cross Staff Investments
Pittsford,
New York
|
$683K
|
–
|
–
|
–
|
|
|
913
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$683K
|
+$13.2K
|
+125
|
+2%
|
|
|
914
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$678K
|
-$15.8K
|
-150
|
-2%
|
|
|
915
|
ICICI Prudential Asset Management
Mumbai,
India
|
$678K
|
+$26.4K
|
+250
|
+4%
|
|
|
916
|
Virtue Capital Management
Brentwood,
Tennessee
|
$677K
|
+$127K
|
+1,200
|
+23%
|
|
|
917
|
Ballentine Partners
Waltham,
Massachusetts
|
$672K
|
-$13.2K
|
-125
|
-2%
|
|
|
918
|
Intellectus Partners
San Francisco,
California
|
$672K
|
-$13.2K
|
-125
|
-2%
|
|
|
919
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$670K
|
+$7.92K
|
+75
|
+1%
|
|
|
920
|
Oak Asset Management
Westlake Village,
California
|
$670K
|
-$2.64K
|
-25
|
-0.4%
|
|
|
921
|
One Wealth Advisors
San Francisco,
California
|
$670K
|
+$2.64K
|
+25
|
+0.4%
|
|
|
922
|
WealthSource Partners
San Luis Obispo,
California
|
$662K
|
-$10.6K
|
-100
|
-2%
|
|
|
923
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$659K
|
-$5.28K
|
-50
|
-0.8%
|
|
|
924
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$656K
|
-$449K
|
-4,250
|
-41%
|
|
|
925
|
Valeo Financial Advisors
Carmel,
Indiana
|
$651K
|
+$52.8K
|
+500
|
+9%
|
|
