|
501
|
Leavell Investment Management
Mobile,
Alabama
|
$205K
|
–
|
–
|
–
|
|
|
502
|
Weatherly Asset Management
Del Mar,
California
|
$205K
|
–
|
–
|
–
|
|
|
503
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$204K
|
+$56.8K
|
+531
|
+38%
|
|
|
504
|
SEI Investments
Oaks,
Pennsylvania
|
$203K
|
+$61.9K
|
+579
|
+44%
|
|
|
505
|
Resource Management
Metairie,
Louisiana
|
$202K
|
+$200K
|
+1,875
|
New
|
|
|
506
|
Wharton Business Group
Malvern,
Pennsylvania
|
$200K
|
–
|
–
|
–
|
|
|
507
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$200K
|
+$641
|
+6
|
+0.3%
|
|
|
508
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$198K
|
-$44.9K
|
-420
|
-19%
|
|
|
509
|
Endurance Wealth Management
Providence,
Rhode Island
|
$192K
|
–
|
–
|
–
|
|
|
510
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$187K
|
-$16.4K
|
-153
|
-8%
|
|
|
511
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$184K
|
–
|
–
|
–
|
|
|
512
|
Barrett Asset Management
New York
|
$179K
|
–
|
–
|
–
|
|
|
513
|
Duncker Streett & Co
St. Louis,
Missouri
|
$176K
|
+$38.6K
|
+361
|
+28%
|
|
|
514
|
YorkBridge Wealth Partners
New York
|
$174K
|
-$1.71K
|
-16
|
-1%
|
|
|
515
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$173K
|
+$117K
|
+1,095
|
+209%
|
|
|
516
|
Evercore Wealth Management
New York
|
$170K
|
–
|
–
|
–
|
|
|
517
|
First Personal Financial Services
Charlotte,
North Carolina
|
$169K
|
-$94.6K
|
-885
|
-36%
|
|
|
518
|
Bessemer Group
Woodbridge,
New Jersey
|
$168K
|
-$321K
|
-3,000
|
-66%
|
|
|
519
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$160K
|
+$160K
|
+1,500
|
New
|
|
|
520
|
Security National Trust
Wheeling,
West Virginia
|
$160K
|
–
|
–
|
–
|
|
|
521
|
|
$157K
|
+$157K
|
+1,465
|
New
|
|
|
522
|
Gryphon Financial Partners
Columbus,
Ohio
|
$157K
|
+$157K
|
+1,470
|
New
|
|
|
523
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$154K
|
-$6.41K
|
-60
|
-4%
|
|
|
524
|
Founders Capital Management (Texas)
Houston,
Texas
|
$154K
|
–
|
–
|
–
|
|
|
525
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$151K
|
-$9.41K
|
-88
|
-6%
|
|
