|
501
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$210K
|
+$196K
|
+6,334
|
New
|
|
|
502
|
Taurus Asset Management
New York
|
$206K
|
+$192K
|
+6,193
|
New
|
|
|
503
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$206K
|
+$205K
|
+6,616
|
New
|
|
|
504
|
Millennium Management
New York
|
$205K
|
-$45.5M
|
-1,468,824
|
-100%
|
|
|
505
|
Fayez Sarofim & Co
Houston,
Texas
|
$204K
|
+$190K
|
+6,150
|
New
|
|
|
506
|
Financial Sense Advisors
San Diego,
California
|
$200K
|
+$186K
|
+6,009
|
New
|
|
|
507
|
North Star Investment Management
Chicago,
Illinois
|
$199K
|
+$53.1K
|
+1,715
|
+40%
|
|
|
508
|
NN Investment Partners Holdings
The Hague,
Netherlands
|
$197K
|
-$8.51M
|
-275,000
|
-98%
|
|
|
509
|
Security National Trust
Wheeling,
West Virginia
|
$188K
|
-$117K
|
-3,780
|
-40%
|
|
|
510
|
Reilly Financial Advisors
La Mesa,
California
|
$183K
|
–
|
–
|
–
|
|
|
511
|
ArchPoint Investors
Coral Gables,
Florida
|
$166K
|
–
|
–
|
–
|
|
|
512
|
Neuburgh Advisers
Los Angeles,
California
|
$166K
|
–
|
–
|
–
|
|
|
513
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
514
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$153K
|
-$43.3K
|
-1,400
|
-23%
|
|
|
515
|
|
$149K
|
+$45.7K
|
+1,475
|
+49%
|
|
|
516
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$136K
|
-$10.6K
|
-343
|
-8%
|
|
|
517
|
Cutler Capital Management
Worcester,
Massachusetts
|
$133K
|
+$124K
|
+4,000
|
New
|
|
|
518
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$133K
|
+$124K
|
+4,000
|
New
|
|
|
519
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$130K
|
–
|
–
|
–
|
|
|
520
|
First Personal Financial Services
Charlotte,
North Carolina
|
$123K
|
-$2.61M
|
-84,418
|
-96%
|
|
|
521
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$123K
|
+$2.91K
|
+94
|
+3%
|
|
|
522
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$122K
|
+$48.6K
|
+1,571
|
+75%
|
|
|
523
|
Meadow Creek Investment Management
Atlanta,
Georgia
|
$121K
|
–
|
–
|
–
|
|
|
524
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$106K
|
+$99K
|
+3,200
|
New
|
|
|
525
|
AssetMark Inc
Concord,
California
|
$99K
|
+$31.6K
|
+1,020
|
+52%
|
|
