|
1226
|
Rikoon Group
Santa Fe,
New Mexico
|
$518K
|
+$533K
|
+6,557
|
New
|
|
|
1227
|
Tarbox Family Office
Newport Beach,
California
|
$516K
|
+$2.19K
|
+27
|
+0.4%
|
|
|
1228
|
Asset Dedication LLC
San Francisco,
California
|
$514K
|
-$12.8K
|
-158
|
-2%
|
|
|
1229
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$512K
|
+$48.2K
|
+593
|
+10%
|
|
|
1230
|
CCM Investment Advisers
Columbia,
South Carolina
|
$510K
|
-$2M
|
-24,602
|
-79%
|
|
|
1231
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$506K
|
-$16.2K
|
-200
|
-3%
|
|
|
1232
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$506K
|
+$5.04K
|
+62
|
+1%
|
|
|
1233
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$505K
|
-$1.79K
|
-22
|
-0.3%
|
|
|
1234
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$504K
|
-$77.2K
|
-950
|
-13%
|
|
|
1235
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$504K
|
-$45.2K
|
-556
|
-8%
|
|
|
1236
|
Krilogy Financial
St. Louis,
Missouri
|
$504K
|
-$25.1K
|
-309
|
-5%
|
|
|
1237
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$494K
|
-$34.1K
|
-420
|
-6%
|
|
|
1238
|
Tributary Capital Management
Omaha,
Nebraska
|
$491K
|
-$227K
|
-2,800
|
-31%
|
|
|
1239
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$486K
|
–
|
–
|
–
|
|
|
1240
|
RFG Advisory
Birmingham,
Alabama
|
$484K
|
+$20.7K
|
+255
|
+4%
|
|
|
1241
|
Bank of Stockton
Stockton,
California
|
$483K
|
-$115K
|
-1,420
|
-19%
|
|
|
1242
|
Braun Stacey Associates
New York
|
$479K
|
-$3.46M
|
-42,592
|
-88%
|
|
|
1243
|
CSU Producer Resources
Fairfield,
Ohio
|
$475K
|
–
|
–
|
–
|
|
|
1244
|
Bison Wealth
Atlanta,
Georgia
|
$474K
|
-$31.8K
|
-391
|
-6%
|
|
|
1245
|
Ballentine Partners
Waltham,
Massachusetts
|
$472K
|
-$30.8K
|
-379
|
-6%
|
|
|
1246
|
Altavista Wealth Management
Asheville,
North Carolina
|
$471K
|
+$24.8K
|
+305
|
+5%
|
|
|
1247
|
|
$470K
|
+$482K
|
+5,938
|
New
|
|
|
1248
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$464K
|
+$76.4K
|
+940
|
+19%
|
|
|
1249
|
Blume Capital Management
Berkeley,
California
|
$463K
|
+$28.4K
|
+350
|
+6%
|
|
|
1250
|
Acadian Asset Management
Boston,
Massachusetts
|
$461K
|
-$495K
|
-6,099
|
-51%
|
|
