|
601
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.7M
|
+$227K
|
+3,863
|
+15%
|
|
|
602
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.69M
|
–
|
–
|
–
|
|
|
603
|
James Investment Research
Alpha,
Ohio
|
$1.69M
|
+$1.06M
|
+18,005
|
+154%
|
|
|
604
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$1.69M
|
+$7.35K
|
+125
|
+0.4%
|
|
|
605
|
Wellington Management Group
Boston,
Massachusetts
|
$1.68M
|
+$1.12M
|
+19,048
|
+180%
|
|
|
606
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.67M
|
+$611K
|
+10,382
|
+55%
|
|
|
607
|
HORAN Wealth
Cincinnati,
Ohio
|
$1.67M
|
+$894K
|
+15,199
|
+100%
|
|
|
608
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.67M
|
+$59
|
+1
|
+0%
|
|
|
609
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$1.66M
|
-$93.5K
|
-1,589
|
-5%
|
|
|
610
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.65M
|
+$55.9K
|
+950
|
+3%
|
|
|
611
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.65M
|
–
|
–
|
–
|
|
|
612
|
Caprock Group
Boise,
Idaho
|
$1.65M
|
+$1.14M
|
+19,315
|
+199%
|
|
|
613
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.65M
|
+$33.8K
|
+575
|
+2%
|
|
|
614
|
Principal Securities
Des Moines,
Iowa
|
$1.63M
|
+$85.3K
|
+1,450
|
+5%
|
|
|
615
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.62M
|
-$294
|
-5
|
-0%
|
|
|
616
|
Klingenstein Fields & Co
New York
|
$1.6M
|
+$1.66M
|
+28,184
|
New
|
|
|
617
|
Winter & Associates
St. Paul,
Minnesota
|
$1.59M
|
-$205K
|
-3,477
|
-11%
|
|
|
618
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.59M
|
+$8.94K
|
+152
|
+0.7%
|
|
|
619
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.57M
|
+$245K
|
+4,165
|
+18%
|
|
|
620
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.56M
|
-$60.1K
|
-1,021
|
-4%
|
|
|
621
|
Argent Trust Co
Nashville,
Tennessee
|
$1.55M
|
+$8.23K
|
+140
|
+0.5%
|
|
|
622
|
Lyell Wealth Management
Menlo Park,
California
|
$1.55M
|
+$116K
|
+1,965
|
+8%
|
|
|
623
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$1.55M
|
-$17.5K
|
-298
|
-1%
|
|
|
624
|
Lavaca Capital
Houston,
Texas
|
$1.54M
|
–
|
–
|
–
|
|
|
625
|
Y-Intercept (HK)
Hong Kong
|
$1.54M
|
–
|
–
|
–
|
|
