|
926
|
Regis Management Company
Menlo Park,
California
|
$640K
|
+$294K
|
+1,825
|
+91%
|
|
|
927
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$640K
|
–
|
–
|
–
|
|
|
928
|
Gradient Capital Advisors
San Diego,
California
|
$639K
|
+$29.7K
|
+184
|
+5%
|
|
|
929
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$639K
|
+$41.1K
|
+255
|
+7%
|
|
|
930
|
Calamos Wealth Management
Naperville,
Illinois
|
$631K
|
–
|
–
|
–
|
|
|
931
|
Spinnaker Trust
Portland,
Maine
|
$631K
|
–
|
–
|
–
|
|
|
932
|
Wealthspire Advisors (New York)
New York
|
$630K
|
-$2.4M
|
-14,860
|
-80%
|
|
|
933
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$628K
|
+$323K
|
+2,000
|
+114%
|
|
|
934
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$628K
|
+$605K
|
+3,750
|
New
|
|
|
935
|
Nottingham Advisors
Amherst,
New York
|
$625K
|
-$6.45K
|
-40
|
-1%
|
|
|
936
|
Bangor Savings Bank
Bangor,
Maine
|
$622K
|
+$599K
|
+3,716
|
New
|
|
|
937
|
Crewe Advisors
Salt Lake City,
Utah
|
$621K
|
+$285K
|
+1,768
|
+91%
|
|
|
938
|
Orleans Capital Management
Mandeville,
Louisiana
|
$619K
|
+$597K
|
+3,700
|
New
|
|
|
939
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$617K
|
-$54.8K
|
-340
|
-8%
|
|
|
940
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$612K
|
+$590K
|
+3,656
|
New
|
|
|
941
|
Formidable Asset Management
Cincinnati,
Ohio
|
$603K
|
+$575K
|
+3,565
|
New
|
|
|
942
|
Jet Capital Investors
New York
|
$603K
|
+$581K
|
+3,600
|
New
|
|
|
943
|
Smith Capital Management
Little Rock,
Arkansas
|
$602K
|
-$8.06K
|
-50
|
-1%
|
|
|
944
|
Camden National Bank
Camden,
Maine
|
$602K
|
–
|
–
|
–
|
|
|
945
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$599K
|
+$339K
|
+2,100
|
+142%
|
|
|
946
|
HeadInvest LLC
Portland,
Maine
|
$598K
|
+$26.8K
|
+166
|
+5%
|
|
|
947
|
Brown Advisory
Baltimore,
Maryland
|
$598K
|
+$576K
|
+3,570
|
New
|
|
|
948
|
Wolverine Asset Management
Chicago,
Illinois
|
$597K
|
–
|
–
|
–
|
|
|
949
|
Barrett Asset Management
New York
|
$596K
|
–
|
–
|
–
|
|
|
950
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$594K
|
+$499K
|
+3,092
|
+109%
|
|
