|
1001
|
Tortoise Investment Management
White Plains,
New York
|
$466K
|
–
|
–
|
–
|
|
|
1002
|
Fulcrum Capital
Seattle,
Washington
|
$462K
|
-$7.15M
|
-215,275
|
-94%
|
|
|
1003
|
Nikulski Financial
Bettendorf,
Iowa
|
$462K
|
-$53.1K
|
-1,600
|
-11%
|
|
|
1004
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$462K
|
-$37.5K
|
-1,130
|
-8%
|
|
|
1005
|
Cypress Wealth Services
Palm Desert,
California
|
$460K
|
-$238K
|
-7,170
|
-36%
|
|
|
1006
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$460K
|
–
|
–
|
–
|
|
|
1007
|
Dock Street Asset Management
Palm Beach,
Florida
|
$459K
|
-$1.99K
|
-60
|
-0.5%
|
|
|
1008
|
Howland Capital Management
Boston,
Massachusetts
|
$459K
|
+$5.98K
|
+180
|
+1%
|
|
|
1009
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$456K
|
-$111K
|
-3,355
|
-21%
|
|
|
1010
|
Schroder Investment Management Group
London,
United Kingdom
|
$456K
|
–
|
–
|
–
|
|
|
1011
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$455K
|
–
|
–
|
–
|
|
|
1012
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$454K
|
-$802K
|
-24,140
|
-65%
|
|
|
1013
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$454K
|
-$19.9K
|
-600
|
-4%
|
|
|
1014
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$454K
|
+$424K
|
+12,770
|
New
|
|
|
1015
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$452K
|
–
|
–
|
–
|
|
|
1016
|
International Assets Investment Management
Orlando,
Florida
|
$451K
|
-$23.1K
|
-695
|
-5%
|
|
|
1017
|
Donor Advised Charitable Giving
San Francisco,
California
|
$450K
|
+$16.4K
|
+495
|
+4%
|
|
|
1018
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$447K
|
+$3.65K
|
+110
|
+0.9%
|
|
|
1019
|
Maple Capital Management
Montpelier,
Vermont
|
$445K
|
+$162K
|
+4,875
|
+64%
|
|
|
1020
|
Opus Capital Group
Cincinnati,
Ohio
|
$444K
|
–
|
–
|
–
|
|
|
1021
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$443K
|
+$5.31K
|
+160
|
+1%
|
|
|
1022
|
Retirement Group
San Diego,
California
|
$441K
|
+$412K
|
+12,400
|
New
|
|
|
1023
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$439K
|
-$37K
|
-1,115
|
-8%
|
|
|
1024
|
Merriman Wealth Management
Seattle,
Washington
|
$436K
|
-$181K
|
-5,455
|
-31%
|
|
|
1025
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$436K
|
-$49.8K
|
-1,500
|
-11%
|
|
