|
1426
|
Tarbox Family Office
Newport Beach,
California
|
$584K
|
-$238K
|
-1,354
|
-30%
|
|
|
1427
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$584K
|
-$17.8K
|
-101
|
-3%
|
|
|
1428
|
|
$583K
|
-$619K
|
-3,515
|
-53%
|
|
|
1429
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$583K
|
–
|
–
|
–
|
|
|
1430
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$580K
|
+$555K
|
+3,153
|
New
|
|
|
1431
|
Signature Financial Management
Norfolk,
Virginia
|
$579K
|
+$15.8K
|
+90
|
+3%
|
|
|
1432
|
Rock Point Advisors
Burlington,
Vermont
|
$578K
|
+$4.4K
|
+25
|
+0.8%
|
|
|
1433
|
United Fire Group
Cedar Rapids,
Iowa
|
$577K
|
–
|
–
|
–
|
|
|
1434
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$575K
|
-$54K
|
-307
|
-9%
|
|
|
1435
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$572K
|
-$93.3K
|
-530
|
-15%
|
|
|
1436
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$566K
|
–
|
–
|
–
|
|
|
1437
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$566K
|
+$1.41K
|
+8
|
+0.3%
|
|
|
1438
|
Lafayette Investments
Ashton,
Maryland
|
$561K
|
-$24.6K
|
-140
|
-4%
|
|
|
1439
|
Barnett & Company
Chattanooga,
Tennessee
|
$557K
|
-$41.5K
|
-236
|
-7%
|
|
|
1440
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$557K
|
+$244K
|
+1,385
|
+84%
|
|
|
1441
|
Karpas Strategies
Litchfield,
Connecticut
|
$551K
|
–
|
–
|
–
|
|
|
1442
|
Spirit of America Management Corp
Syosset,
New York
|
$550K
|
+$526K
|
+2,989
|
New
|
|
|
1443
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$549K
|
-$141K
|
-802
|
-21%
|
|
|
1444
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$547K
|
+$22.2K
|
+126
|
+4%
|
|
|
1445
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$546K
|
+$33.1K
|
+188
|
+7%
|
|
|
1446
|
Compass Capital Management
Minneapolis,
Minnesota
|
$543K
|
-$394K
|
-2,236
|
-43%
|
|
|
1447
|
D'Orazio & Associates
Falls Church,
Virginia
|
$539K
|
–
|
–
|
–
|
|
|
1448
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$536K
|
–
|
–
|
–
|
|
|
1449
|
Partnervest Advisory Services
Santa Barbara,
California
|
$534K
|
-$8.98K
|
-51
|
-2%
|
|
|
1450
|
NWAM LLC
Mercer Island,
Washington
|
$525K
|
-$12.5K
|
-71
|
-2%
|
|
