|
1201
|
Collaborative Fund Advisors
Reno,
Nevada
|
$900K
|
+$857K
|
+1,816
|
New
|
|
|
1202
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$897K
|
+$55.2K
|
+117
|
+7%
|
|
|
1203
|
Orleans Capital Management
Mandeville,
Louisiana
|
$897K
|
+$8.96K
|
+19
|
+1%
|
|
|
1204
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$892K
|
+$849K
|
+1,800
|
New
|
|
|
1205
|
Capital Investment Advisors
Atlanta,
Georgia
|
$892K
|
+$205K
|
+435
|
+32%
|
|
|
1206
|
Osmosis Investment Management UK
London,
United Kingdom
|
$890K
|
-$17.9M
|
-37,963
|
-95%
|
|
|
1207
|
Alta Advisers
London,
United Kingdom
|
$889K
|
–
|
–
|
–
|
|
|
1208
|
Asset Dedication LLC
San Francisco,
California
|
$887K
|
-$64.2K
|
-136
|
-7%
|
|
|
1209
|
Davidson Trust Company
Seattle,
Washington
|
$886K
|
+$13.2K
|
+28
|
+2%
|
|
|
1210
|
Bradyco Inc
Cambridge,
Massachusetts
|
$881K
|
-$185K
|
-393
|
-18%
|
|
|
1211
|
Prelude Capital Management
New York
|
$881K
|
-$535K
|
-1,134
|
-39%
|
|
|
1212
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$877K
|
-$804K
|
-1,705
|
-49%
|
|
|
1213
|
Hara Capital
Bellevue,
Washington
|
$876K
|
–
|
–
|
–
|
|
|
1214
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$872K
|
+$301K
|
+637
|
+57%
|
|
|
1215
|
Evercore Wealth Management
New York
|
$869K
|
-$11.3K
|
-24
|
-1%
|
|
|
1216
|
Summit Global Investments
Bountiful,
Utah
|
$869K
|
-$244K
|
-518
|
-23%
|
|
|
1217
|
Sanders Morris Harris
Houston,
Texas
|
$868K
|
–
|
–
|
–
|
|
|
1218
|
North Star Asset Management
Neenah,
Wisconsin
|
$860K
|
–
|
–
|
–
|
|
|
1219
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$859K
|
+$331K
|
+701
|
+68%
|
|
|
1220
|
Driehaus Capital Management
Chicago,
Illinois
|
$853K
|
-$201K
|
-427
|
-20%
|
|
|
1221
|
Clear Creek Financial Management
Silverdale,
Washington
|
$853K
|
+$812K
|
+1,721
|
New
|
|
|
1222
|
Segment Wealth Management
Houston,
Texas
|
$852K
|
-$76K
|
-161
|
-9%
|
|
|
1223
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$848K
|
+$148K
|
+313
|
+23%
|
|
|
1224
|
Clarendon Private
Boston,
Massachusetts
|
$841K
|
+$52.4K
|
+111
|
+7%
|
|
|
1225
|
Signet Financial Management
Parsippany,
New Jersey
|
$840K
|
+$125K
|
+264
|
+18%
|
|
