|
1101
|
LexAurum Advisors
Overland Park,
Kansas
|
$250K
|
-$9.78K
|
-2,360
|
-4%
|
|
|
1102
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$250K
|
+$50.9K
|
+12,280
|
+25%
|
|
|
1103
|
WMS Partners
Towson,
Maryland
|
$247K
|
-$48.1K
|
-11,600
|
-16%
|
|
|
1104
|
Summit Asset Management
Memphis,
Tennessee
|
$247K
|
+$16.6K
|
+4,000
|
+7%
|
|
|
1105
|
Essex Savings Bank
Essex,
Connecticut
|
$247K
|
+$246K
|
+59,440
|
+8,741%
|
|
|
1106
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$246K
|
+$166
|
+40
|
+0.1%
|
|
|
1107
|
Simmons Bank
Pine Bluff,
Arkansas
|
$246K
|
+$51.1K
|
+12,320
|
+26%
|
|
|
1108
|
BSW Wealth Partners
Boulder,
Colorado
|
$246K
|
+$249K
|
+60,000
|
New
|
|
|
1109
|
Canal Capital Management
Richmond,
Virginia
|
$243K
|
-$16.2K
|
-3,920
|
-6%
|
|
|
1110
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$240K
|
-$207K
|
-49,920
|
-46%
|
|
|
1111
|
Carret Asset Management
New York
|
$240K
|
-$80.1K
|
-19,320
|
-25%
|
|
|
1112
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$240K
|
–
|
–
|
–
|
|
|
1113
|
Highland Private Wealth Management
Bellevue,
Washington
|
$240K
|
+$18.7K
|
+4,520
|
+8%
|
|
|
1114
|
Hollencrest Capital Management
Newport Beach,
California
|
$240K
|
+$53.2K
|
+12,840
|
+28%
|
|
|
1115
|
Cerity Partners OCIO
New York
|
$239K
|
+$53.9K
|
+13,000
|
+29%
|
|
|
1116
|
Allen Investment Management
New York
|
$238K
|
–
|
–
|
–
|
|
|
1117
|
Herald Investment Management
London,
United Kingdom
|
$238K
|
–
|
–
|
–
|
|
|
1118
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$238K
|
+$41.4K
|
+10,000
|
+21%
|
|
|
1119
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$234K
|
–
|
–
|
–
|
|
|
1120
|
Gotham Asset Management
New York
|
$234K
|
+$236K
|
+56,960
|
New
|
|
|
1121
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$232K
|
+$27.4K
|
+6,600
|
+13%
|
|
|
1122
|
Evercore Wealth Management
New York
|
$231K
|
-$48.6K
|
-11,720
|
-17%
|
|
|
1123
|
|
$231K
|
–
|
–
|
–
|
|
|
1124
|
Hodges Capital Management
Dallas,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
1125
|
Cypress Wealth Services
Palm Desert,
California
|
$230K
|
+$5.8K
|
+1,400
|
+3%
|
|
