|
1001
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$209K
|
–
|
–
|
–
|
|
|
1002
|
Northeast Investment Management
Boston,
Massachusetts
|
$207K
|
+$211K
|
+452
|
New
|
|
|
1003
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$207K
|
–
|
–
|
–
|
|
|
1004
|
Ascent Group
Virginia Beach,
Virginia
|
$206K
|
-$8.86K
|
-19
|
-4%
|
|
|
1005
|
Westside Investment Management
Santa Monica,
California
|
$206K
|
–
|
–
|
–
|
|
|
1006
|
Jennison Associates
New York
|
$204K
|
-$318K
|
-682
|
-61%
|
|
|
1007
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$204K
|
–
|
–
|
–
|
|
|
1008
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$204K
|
+$207K
|
+444
|
New
|
|
|
1009
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$204K
|
+$207K
|
+444
|
New
|
|
|
1010
|
Exeter Financial
Scottsdale,
Arizona
|
$203K
|
+$210K
|
+450
|
New
|
|
|
1011
|
Echo Wealth Management
Plymouth,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
1012
|
Oder Investment Management
Woodland Hills,
California
|
$203K
|
–
|
–
|
–
|
|
|
1013
|
LWMG LLC
Lake Elmo,
Minnesota
|
$202K
|
+$206K
|
+441
|
New
|
|
|
1014
|
Rise Advisors
Rochester,
New York
|
$202K
|
-$2.8K
|
-6
|
-1%
|
|
|
1015
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$201K
|
+$205K
|
+439
|
New
|
|
|
1016
|
J.W. Coons Advisors
Columbus,
Ohio
|
$200K
|
+$204K
|
+437
|
New
|
|
|
1017
|
Bangor Savings Bank
Bangor,
Maine
|
$191K
|
-$19.1K
|
-41
|
-9%
|
|
|
1018
|
Resources Management Corp
West Hartford,
Connecticut
|
$184K
|
+$538K
|
+1,154
|
+228%
|
|
|
1019
|
Blue Trust Inc
Alpharetta,
Georgia
|
$183K
|
-$22.4K
|
-48
|
-10%
|
|
|
1020
|
|
$168K
|
–
|
–
|
–
|
|
|
1021
|
GW&K Investment Management
Boston,
Massachusetts
|
$167K
|
+$170K
|
+365
|
New
|
|
|
1022
|
Garde Capital
Seattle,
Washington
|
$166K
|
-$46.6K
|
-100
|
-22%
|
|
|
1023
|
Blackhill Capital
Morristown,
New Jersey
|
$161K
|
–
|
–
|
–
|
|
|
1024
|
Silicon Valley Capital Partners
San Jose,
California
|
$158K
|
+$466
|
+1
|
+0.3%
|
|
|
1025
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$157K
|
–
|
–
|
–
|
|
