|
1301
|
Bollard Group
Boston,
Massachusetts
|
$651K
|
–
|
–
|
–
|
|
|
1302
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$649K
|
–
|
–
|
–
|
|
|
1303
|
Procyon Advisors
Shelton,
Connecticut
|
$648K
|
+$37.2K
|
+90
|
+7%
|
|
|
1304
|
Golden State Wealth Management
Santa Ana,
California
|
$644K
|
-$131K
|
-317
|
-18%
|
|
|
1305
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$644K
|
-$1.65K
|
-4
|
-0.3%
|
|
|
1306
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$643K
|
-$76.4K
|
-185
|
-11%
|
|
|
1307
|
Burney Company
Reston,
Virginia
|
$642K
|
+$826
|
+2
|
+0.1%
|
|
|
1308
|
Cerity Partners OCIO
New York
|
$642K
|
+$60.3K
|
+146
|
+11%
|
|
|
1309
|
Resource Management
Metairie,
Louisiana
|
$638K
|
+$41.3K
|
+100
|
+7%
|
|
|
1310
|
Archer Investment Corporation
Carmel,
Indiana
|
$638K
|
+$14.9K
|
+36
|
+3%
|
|
|
1311
|
Beck Mack & Oliver
New York
|
$636K
|
–
|
–
|
–
|
|
|
1312
|
Meyer Handelman Company
Rye Brook,
New York
|
$635K
|
-$116K
|
-280
|
-16%
|
|
|
1313
|
Hobart Private Capital
Charlotte,
North Carolina
|
$633K
|
+$63.6K
|
+154
|
+12%
|
|
|
1314
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$631K
|
-$826
|
-2
|
-0.1%
|
|
|
1315
|
Royal Fund Management
Lady Lake,
Florida
|
$629K
|
+$53.3K
|
+129
|
+10%
|
|
|
1316
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$627K
|
+$18.6K
|
+45
|
+3%
|
|
|
1317
|
Biltmore Family Office
Charlotte,
North Carolina
|
$621K
|
–
|
–
|
–
|
|
|
1318
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$615K
|
–
|
–
|
–
|
|
|
1319
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$613K
|
-$16.1K
|
-39
|
-3%
|
|
|
1320
|
Grimes & Company
Westborough,
Massachusetts
|
$612K
|
+$20.7K
|
+50
|
+4%
|
|
|
1321
|
Fayez Sarofim & Co
Houston,
Texas
|
$610K
|
–
|
–
|
–
|
|
|
1322
|
Sepio Capital
Salt Lake City,
Utah
|
$609K
|
+$248K
|
+600
|
+77%
|
|
|
1323
|
Main Street Research
Lakeville,
Connecticut
|
$604K
|
-$12K
|
-29
|
-2%
|
|
|
1324
|
Peregrine Asset Advisers
Portland,
Oregon
|
$600K
|
-$48.3K
|
-117
|
-8%
|
|
|
1325
|
DeDora Capital
Napa,
California
|
$599K
|
-$3.31K
|
-8
|
-0.6%
|
|
