|
1051
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$365K
|
-$6.33K
|
-31
|
-2%
|
|
|
1052
|
Everett Harris & Co
Los Angeles,
California
|
$365K
|
–
|
–
|
–
|
|
|
1053
|
Marietta Wealth Management
Marietta,
Georgia
|
$365K
|
–
|
–
|
–
|
|
|
1054
|
BTC Capital Management
Des Moines,
Iowa
|
$363K
|
+$364K
|
+1,780
|
New
|
|
|
1055
|
Derby & Company
Newton,
Massachusetts
|
$361K
|
–
|
–
|
–
|
|
|
1056
|
Zevin Asset Management
Boston,
Massachusetts
|
$361K
|
–
|
–
|
–
|
|
|
1057
|
Eagle Global Advisors
Houston,
Texas
|
$360K
|
–
|
–
|
–
|
|
|
1058
|
Perpetual Investment Management
Sydney,
Australia
|
$360K
|
+$364K
|
+1,783
|
New
|
|
|
1059
|
Verition Fund Management
Greenwich,
Connecticut
|
$358K
|
-$958K
|
-4,690
|
-73%
|
|
|
1060
|
HeadInvest LLC
Portland,
Maine
|
$355K
|
–
|
–
|
–
|
|
|
1061
|
Bray Capital Advisors
Naples,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
1062
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$350K
|
–
|
–
|
–
|
|
|
1063
|
ProVise Management Group
Clearwater,
Florida
|
$349K
|
-$14.1K
|
-69
|
-4%
|
|
|
1064
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$348K
|
-$42.1K
|
-206
|
-11%
|
|
|
1065
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$347K
|
+$24.1K
|
+118
|
+8%
|
|
|
1066
|
Summit Securities Group
New York
|
$347K
|
+$347K
|
+1,700
|
New
|
|
|
1067
|
Stokes Family Office
New Orleans,
Louisiana
|
$346K
|
+$19.4K
|
+95
|
+6%
|
|
|
1068
|
BHK Investment Advisors
Birmingham,
Alabama
|
$344K
|
+$52.1K
|
+255
|
+18%
|
|
|
1069
|
Financial Advocates Investment Management
Olympia,
Washington
|
$344K
|
+$124K
|
+605
|
+56%
|
|
|
1070
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$343K
|
–
|
–
|
–
|
|
|
1071
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$340K
|
-$25.3K
|
-124
|
-7%
|
|
|
1072
|
|
$339K
|
+$613
|
+3
|
+0.2%
|
|
|
1073
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$338K
|
–
|
–
|
–
|
|
|
1074
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$338K
|
+$11.6K
|
+57
|
+4%
|
|
|
1075
|
Port Capital
Chicago,
Illinois
|
$337K
|
-$8.38K
|
-41
|
-2%
|
|
