|
801
|
Charter Research & Investment Group
Southport,
Connecticut
|
$874K
|
–
|
–
|
–
|
|
|
802
|
Fiduciary Trust
Boston,
Massachusetts
|
$874K
|
+$147K
|
+3,560
|
+20%
|
|
|
803
|
ETF Store
Overland Park,
Kansas
|
$873K
|
+$28.4K
|
+686
|
+3%
|
|
|
804
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$866K
|
+$111K
|
+2,676
|
+14%
|
|
|
805
|
Caprock Group
Boise,
Idaho
|
$866K
|
-$31.3K
|
-758
|
-3%
|
|
|
806
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$864K
|
-$90.1K
|
-2,179
|
-9%
|
|
|
807
|
Excalibur Management
Waltham,
Massachusetts
|
$864K
|
-$37.4K
|
-904
|
-4%
|
|
|
808
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$863K
|
-$2.87M
|
-69,285
|
-76%
|
|
|
809
|
Sender Company & Partners
New York
|
$863K
|
+$884K
|
+21,386
|
New
|
|
|
810
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$858K
|
-$69.8K
|
-1,687
|
-7%
|
|
|
811
|
Cadence Bank
Tupelo,
Mississippi
|
$857K
|
+$38.3K
|
+925
|
+5%
|
|
|
812
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$854K
|
-$40.3K
|
-974
|
-4%
|
|
|
813
|
HCR Wealth Advisors
Los Angeles,
California
|
$852K
|
+$150K
|
+3,620
|
+21%
|
|
|
814
|
Clarity Financial
Houston,
Texas
|
$851K
|
-$12.7M
|
-307,612
|
-94%
|
|
|
815
|
Arete Wealth Advisors
Chicago,
Illinois
|
$850K
|
+$871K
|
+21,071
|
New
|
|
|
816
|
Dodge & Cox
San Francisco,
California
|
$847K
|
–
|
–
|
–
|
|
|
817
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$845K
|
-$951
|
-23
|
-0.1%
|
|
|
818
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$843K
|
+$314K
|
+7,590
|
+57%
|
|
|
819
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$843K
|
-$1.65K
|
-40
|
-0.2%
|
|
|
820
|
Teza Capital Management
Chicago,
Illinois
|
$843K
|
+$864K
|
+20,893
|
New
|
|
|
821
|
Moody National Bank Trust Division
Galveston,
Texas
|
$841K
|
-$1.06M
|
-25,546
|
-55%
|
|
|
822
|
Gray Wealth Management
Bangor,
Maine
|
$840K
|
-$108K
|
-2,614
|
-11%
|
|
|
823
|
Brighton Jones LLC
Seattle,
Washington
|
$836K
|
+$361K
|
+8,737
|
+73%
|
|
|
824
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$833K
|
-$13.5K
|
-327
|
-2%
|
|
|
825
|
American Century Companies
Kansas City,
Missouri
|
$829K
|
-$163K
|
-3,937
|
-16%
|
|
