|
1201
|
Evensky & Katz
Coral Gables,
Florida
|
$536K
|
–
|
–
|
–
|
|
|
1202
|
Thompson Davis & Co
Richmond,
Virginia
|
$533K
|
-$50.2K
|
-275
|
-8%
|
|
|
1203
|
Schroder Investment Management Group
London,
United Kingdom
|
$533K
|
-$9.12K
|
-50
|
-2%
|
|
|
1204
|
Narwhal Capital Management
Marietta,
Georgia
|
$533K
|
+$182K
|
+1,000
|
+45%
|
|
|
1205
|
Oxford Financial Group
Carmel,
Indiana
|
$532K
|
+$12.6K
|
+69
|
+2%
|
|
|
1206
|
BTR Capital Management
Oakland,
California
|
$529K
|
–
|
–
|
–
|
|
|
1207
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$529K
|
+$44.5K
|
+244
|
+8%
|
|
|
1208
|
Ategra Capital Management
Vienna,
Virginia
|
$528K
|
+$18.6K
|
+102
|
+3%
|
|
|
1209
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$528K
|
+$101K
|
+554
|
+21%
|
|
|
1210
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$527K
|
-$91.2K
|
-500
|
-14%
|
|
|
1211
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$525K
|
–
|
–
|
–
|
|
|
1212
|
Monterey Private Wealth
Monterey,
California
|
$525K
|
+$577K
|
+3,162
|
New
|
|
|
1213
|
Donaldson Capital Management
Evansville,
Indiana
|
$523K
|
-$7.84K
|
-43
|
-1%
|
|
|
1214
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$523K
|
-$5.47K
|
-30
|
-0.9%
|
|
|
1215
|
Denver PWM
Denver,
Colorado
|
$522K
|
-$23.9K
|
-131
|
-4%
|
|
|
1216
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$522K
|
–
|
–
|
–
|
|
|
1217
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$522K
|
–
|
–
|
–
|
|
|
1218
|
Next Capital Management
New York
|
$522K
|
–
|
–
|
–
|
|
|
1219
|
Roosevelt Investment Group
New York
|
$522K
|
–
|
–
|
–
|
|
|
1220
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$520K
|
-$125K
|
-685
|
-18%
|
|
|
1221
|
United Bank (Virginia)
Vienna,
Virginia
|
$518K
|
-$179K
|
-983
|
-24%
|
|
|
1222
|
Apexium Financial
Dallas,
Texas
|
$518K
|
+$573K
|
+3,143
|
New
|
|
|
1223
|
Wealthquest
Cincinnati,
Ohio
|
$515K
|
-$12.4K
|
-68
|
-2%
|
|
|
1224
|
Mengis Capital Management
Portland,
Oregon
|
$515K
|
–
|
–
|
–
|
|
|
1225
|
Vista Capital Partners
Portland,
Oregon
|
$515K
|
–
|
–
|
–
|
|
