|
901
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$341K
|
+$23K
|
+288
|
+8%
|
|
|
902
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$340K
|
+$25.7K
|
+321
|
+9%
|
|
|
903
|
Appleton Partners
Boston,
Massachusetts
|
$338K
|
-$34.4K
|
-430
|
-10%
|
|
|
904
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$337K
|
+$79.9K
|
+1,000
|
+34%
|
|
|
905
|
Lebenthal Wealth Advisors
New York
|
$336K
|
+$313K
|
+3,919
|
New
|
|
|
906
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$335K
|
-$6.63K
|
-83
|
-2%
|
|
|
907
|
Eagle Global Advisors
Houston,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
908
|
Coastline Trust
Providence,
Rhode Island
|
$329K
|
–
|
–
|
–
|
|
|
909
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$328K
|
+$9.91K
|
+124
|
+3%
|
|
|
910
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$326K
|
-$56.2K
|
-703
|
-16%
|
|
|
911
|
Granite Investment Partners
El Segundo,
California
|
$326K
|
–
|
–
|
–
|
|
|
912
|
CIBC Bank USA
Chicago,
Illinois
|
$326K
|
+$30K
|
+375
|
+11%
|
|
|
913
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$323K
|
–
|
–
|
–
|
|
|
914
|
Verus Financial Partners
Richmond,
Virginia
|
$319K
|
+$879
|
+11
|
+0.3%
|
|
|
915
|
Asset Dedication LLC
San Francisco,
California
|
$317K
|
-$13.9K
|
-174
|
-5%
|
|
|
916
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$316K
|
-$53.2K
|
-666
|
-15%
|
|
|
917
|
Bailard
Foster City,
California
|
$315K
|
-$94.7K
|
-1,185
|
-24%
|
|
|
918
|
SignalPoint Asset Management
Springfield,
Missouri
|
$315K
|
+$80
|
+1
|
+0%
|
|
|
919
|
Chicago Equity Partners
Chicago,
Illinois
|
$315K
|
+$4.79K
|
+60
|
+2%
|
|
|
920
|
Donaldson Capital Management
Evansville,
Indiana
|
$315K
|
+$12.9K
|
+161
|
+5%
|
|
|
921
|
Meridian Investment Counsel
Lafayette,
California
|
$313K
|
–
|
–
|
–
|
|
|
922
|
Crossvault Capital Management
San Antonio,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
923
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$312K
|
+$290K
|
+3,632
|
New
|
|
|
924
|
Cutler Group
San Francisco,
California
|
$311K
|
-$728K
|
-9,105
|
-72%
|
|
|
925
|
Mengis Capital Management
Portland,
Oregon
|
$311K
|
–
|
–
|
–
|
|
