|
801
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$215K
|
–
|
–
|
–
|
|
|
802
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$213K
|
-$73.5K
|
-2,261
|
-27%
|
|
|
803
|
Duncker Streett & Co
St. Louis,
Missouri
|
$212K
|
–
|
–
|
–
|
|
|
804
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$212K
|
+$195K
|
+6,000
|
New
|
|
|
805
|
Westover Capital Advisors
Wilmington,
Delaware
|
$212K
|
+$195K
|
+6,000
|
New
|
|
|
806
|
Hudock Inc
Williamsport,
Pennsylvania
|
$210K
|
+$195
|
+6
|
+0.1%
|
|
|
807
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$210K
|
+$193K
|
+5,943
|
New
|
|
|
808
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$210K
|
+$194K
|
+5,959
|
New
|
|
|
809
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$208K
|
–
|
–
|
–
|
|
|
810
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$206K
|
+$189K
|
+5,825
|
New
|
|
|
811
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$205K
|
–
|
–
|
–
|
|
|
812
|
Aspiriant LLC
Los Angeles,
California
|
$205K
|
+$188K
|
+5,788
|
New
|
|
|
813
|
Accredited Investors
Edina,
Minnesota
|
$204K
|
+$188K
|
+5,782
|
New
|
|
|
814
|
GAM Holding
Zurich,
Switzerland
|
$204K
|
+$188K
|
+5,799
|
New
|
|
|
815
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$201K
|
+$185K
|
+5,693
|
New
|
|
|
816
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$198K
|
-$3.25K
|
-100
|
-2%
|
|
|
817
|
DZ Bank
Frankfurt Am Main,
Germany
|
$184K
|
-$20.4M
|
-627,251
|
-99%
|
|
|
818
|
Edge Wealth Management
New York
|
$177K
|
+$162K
|
+5,000
|
New
|
|
|
819
|
City Holding Co
Charleston,
West Virginia
|
$175K
|
–
|
–
|
–
|
|
|
820
|
Destination Wealth Management
Walnut Creek,
California
|
$174K
|
–
|
–
|
–
|
|
|
821
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$173K
|
+$3.96K
|
+122
|
+3%
|
|
|
822
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
823
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$170K
|
+$156K
|
+4,812
|
New
|
|
|
824
|
Bray Capital Advisors
Naples,
Florida
|
$168K
|
–
|
–
|
–
|
|
|
825
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$144K
|
-$3.74K
|
-115
|
-3%
|
|
