|
1101
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$203K
|
+$192K
|
+901
|
New
|
|
|
1102
|
Linscomb Wealth
Houston,
Texas
|
$203K
|
+$192K
|
+902
|
New
|
|
|
1103
|
Waverly Advisors
Birmingham,
Alabama
|
$201K
|
+$190K
|
+891
|
New
|
|
|
1104
|
IPG Investment Advisors
San Diego,
California
|
$201K
|
+$189K
|
+890
|
New
|
|
|
1105
|
SRB Corp
Boston,
Massachusetts
|
$186K
|
+$175K
|
+824
|
New
|
|
|
1106
|
Barnett & Company
Chattanooga,
Tennessee
|
$175K
|
-$58.5K
|
-275
|
-26%
|
|
|
1107
|
Oakworth Capital
Birmingham,
Alabama
|
$171K
|
–
|
–
|
–
|
|
|
1108
|
Grove Bank & Trust
Miami,
Florida
|
$169K
|
-$8.52K
|
-40
|
-5%
|
|
|
1109
|
SpiderRock Advisors
Wilimington,
Delaware
|
$160K
|
–
|
–
|
–
|
|
|
1110
|
Reilly Financial Advisors
La Mesa,
California
|
$158K
|
–
|
–
|
–
|
|
|
1111
|
Sonora Investment Management
Tucson,
Arizona
|
$147K
|
–
|
–
|
–
|
|
|
1112
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$146K
|
+$7.45K
|
+35
|
+6%
|
|
|
1113
|
Thompson Davis & Co
Richmond,
Virginia
|
$146K
|
+$60.3K
|
+283
|
+78%
|
|
|
1114
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$145K
|
–
|
–
|
–
|
|
|
1115
|
Cribstone Capital Management
Augusta,
Maine
|
$144K
|
+$31.7K
|
+149
|
+30%
|
|
|
1116
|
Hefty Wealth Partners
Auburn,
Indiana
|
$142K
|
–
|
–
|
–
|
|
|
1117
|
Tompkins Financial
Ithaca,
New York
|
$140K
|
–
|
–
|
–
|
|
|
1118
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$140K
|
+$51.1K
|
+240
|
+61%
|
|
|
1119
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$139K
|
–
|
–
|
–
|
|
|
1120
|
Pflug Koory
Omaha,
Nebraska
|
$139K
|
–
|
–
|
–
|
|
|
1121
|
Simon Quick Advisors
Morristown,
New Jersey
|
$136K
|
+$129K
|
+605
|
New
|
|
|
1122
|
Nikko Asset Management Americas
New York
|
$135K
|
-$213K
|
-1,000
|
-63%
|
|
|
1123
|
CKW Financial Group
Honolulu,
Hawaii
|
$135K
|
–
|
–
|
–
|
|
|
1124
|
Highlander Capital Management
Short Hills,
New Jersey
|
$135K
|
–
|
–
|
–
|
|
|
1125
|
Financial Engines Advisors
Santa Clara,
California
|
$132K
|
+$125K
|
+587
|
New
|
|
