|
101
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$467K
|
–
|
–
|
–
|
|
|
102
|
Saddle Road Partners
Omaha,
Nebraska
|
$461K
|
–
|
–
|
–
|
|
|
103
|
Inverness Counsel
New York
|
$440K
|
-$141
|
-10
|
-0%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$423K
|
+$41.1K
|
+2,911
|
+11%
|
|
|
105
|
Chartist Inc
Seal Beach,
California
|
$390K
|
–
|
–
|
–
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$390K
|
+$62.5K
|
+4,423
|
+19%
|
|
|
107
|
Plancorp LLC
Saint Louis,
Missouri
|
$381K
|
–
|
–
|
–
|
|
|
108
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$380K
|
+$388K
|
+27,479
|
New
|
|
|
109
|
North Star Asset Management
Neenah,
Wisconsin
|
$362K
|
–
|
–
|
–
|
|
|
110
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$360K
|
-$56
|
-4
|
-0%
|
|
|
111
|
Advisor Group
Phoenix,
Arizona
|
$344K
|
-$9.53K
|
-675
|
-3%
|
|
|
112
|
SVA Wealth Management
Madison,
Wisconsin
|
$341K
|
–
|
–
|
–
|
|
|
113
|
Wedbush Securities
Los Angeles,
California
|
$333K
|
-$41K
|
-2,900
|
-11%
|
|
|
114
|
Welch & Forbes
Boston,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
115
|
Aegis Financial
Mc Lean,
Virginia
|
$311K
|
–
|
–
|
–
|
|
|
116
|
Partnervest Advisory Services
Santa Barbara,
California
|
$287K
|
–
|
–
|
–
|
|
|
117
|
Rathbones Group
Liverpool,
United Kingdom
|
$283K
|
+$289K
|
+20,480
|
New
|
|
|
118
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$264K
|
+$270K
|
+19,100
|
New
|
|
|
119
|
Tocqueville Asset Management
New York
|
$256K
|
-$8.47K
|
-600
|
-3%
|
|
|
120
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
121
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$249K
|
-$63.6K
|
-4,500
|
-20%
|
|
|
122
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$249K
|
–
|
–
|
–
|
|
|
123
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$243K
|
–
|
–
|
–
|
|
|
124
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
125
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$232K
|
+$237K
|
+16,800
|
New
|
|
