|
801
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$545K
|
–
|
–
|
–
|
|
|
802
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$539K
|
-$104K
|
-1,665
|
-16%
|
|
|
803
|
WD Rutherford
Portland,
Oregon
|
$539K
|
+$116K
|
+1,845
|
+26%
|
|
|
804
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$539K
|
+$3.76K
|
+60
|
+0.7%
|
|
|
805
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$536K
|
+$12.2K
|
+195
|
+2%
|
|
|
806
|
Moody National Bank Trust Division
Galveston,
Texas
|
$534K
|
-$51.7K
|
-825
|
-9%
|
|
|
807
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$532K
|
-$212K
|
-3,375
|
-28%
|
|
|
808
|
Castleview Partners
Dallas,
Texas
|
$531K
|
+$44.2K
|
+705
|
+9%
|
|
|
809
|
|
$530K
|
-$38.6K
|
-615
|
-7%
|
|
|
810
|
Hilltop Holdings
Dallas,
Texas
|
$529K
|
+$9.41K
|
+150
|
+2%
|
|
|
811
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$527K
|
+$4.7K
|
+75
|
+0.9%
|
|
|
812
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$526K
|
-$129K
|
-2,055
|
-19%
|
|
|
813
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$524K
|
-$941
|
-15
|
-0.2%
|
|
|
814
|
Fort Point Capital Partners
San Francisco,
California
|
$519K
|
+$98.8K
|
+1,575
|
+23%
|
|
|
815
|
CIC Wealth
Rockville,
Maryland
|
$517K
|
-$4.7K
|
-75
|
-0.9%
|
|
|
816
|
9258 Wealth Management
Blue Ash,
Ohio
|
$516K
|
–
|
–
|
–
|
|
|
817
|
Credit Agricole
Montrouge Cedex,
France
|
$516K
|
+$534K
|
+8,520
|
New
|
|
|
818
|
Valeo Financial Advisors
Carmel,
Indiana
|
$514K
|
+$22.6K
|
+360
|
+4%
|
|
|
819
|
WealthSource Partners
San Luis Obispo,
California
|
$513K
|
+$4.7K
|
+75
|
+0.9%
|
|
|
820
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$513K
|
+$147K
|
+2,340
|
+38%
|
|
|
821
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$512K
|
–
|
–
|
–
|
|
|
822
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$510K
|
+$528K
|
+8,415
|
New
|
|
|
823
|
Clean Yield Group
Norwich,
Vermont
|
$504K
|
–
|
–
|
–
|
|
|
824
|
Manchester Capital Management
Manchester,
Vermont
|
$504K
|
–
|
–
|
–
|
|
|
825
|
Harvest Fund Management
Beijing,
China
|
$503K
|
+$60.2K
|
+960
|
+13%
|
|
