|
1201
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$695K
|
–
|
–
|
–
|
|
|
1202
|
V Wealth Advisors
Overland Park,
Kansas
|
$691K
|
+$205K
|
+896
|
+40%
|
|
|
1203
|
SouthState Corp
Winter Haven,
Florida
|
$690K
|
-$254K
|
-1,112
|
-26%
|
|
|
1204
|
HM Payson & Co
Portland,
Maine
|
$690K
|
+$60.1K
|
+263
|
+9%
|
|
|
1205
|
Penserra Capital Management
Orinda,
California
|
$689K
|
+$26.7K
|
+117
|
+4%
|
|
|
1206
|
Affiance Financial
St. Louis Park,
Minnesota
|
$688K
|
+$68.5K
|
+300
|
+10%
|
|
|
1207
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$682K
|
-$5.94K
|
-26
|
-0.8%
|
|
|
1208
|
Members Trust
Tampa,
Florida
|
$682K
|
+$14.6K
|
+64
|
+2%
|
|
|
1209
|
Darwin Wealth Management
Tampa,
Florida
|
$680K
|
+$276K
|
+1,209
|
+61%
|
|
|
1210
|
Welch & Forbes
Boston,
Massachusetts
|
$677K
|
+$53.7K
|
+235
|
+8%
|
|
|
1211
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$674K
|
-$8.45K
|
-37
|
-1%
|
|
|
1212
|
Townsend & Associates
Westminster,
Colorado
|
$670K
|
+$89.8K
|
+393
|
+14%
|
|
|
1213
|
Madison Investment Holdings
Madison,
Wisconsin
|
$669K
|
–
|
–
|
–
|
|
|
1214
|
Pettee Investors
Rowayton,
Connecticut
|
$668K
|
–
|
–
|
–
|
|
|
1215
|
Court Place Advisors
Ellicott City,
Maryland
|
$659K
|
+$4.57K
|
+20
|
+0.7%
|
|
|
1216
|
WMS Partners
Towson,
Maryland
|
$659K
|
+$24K
|
+105
|
+4%
|
|
|
1217
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$659K
|
+$320K
|
+1,400
|
+88%
|
|
|
1218
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$658K
|
-$30.6K
|
-134
|
-4%
|
|
|
1219
|
Spectrum Management Group
Indianapolis,
Indiana
|
$658K
|
+$42.3K
|
+185
|
+6%
|
|
|
1220
|
Denver Investment Advisors
Denver,
Colorado
|
$655K
|
+$23.3K
|
+102
|
+3%
|
|
|
1221
|
Ashford Capital Management
Wilmington,
Delaware
|
$653K
|
+$697K
|
+3,050
|
New
|
|
|
1222
|
Strategic Advisors
New York
|
$651K
|
+$38.8K
|
+170
|
+6%
|
|
|
1223
|
Dynamic Technology Lab
Singapore
|
$642K
|
-$49.3K
|
-216
|
-7%
|
|
|
1224
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$642K
|
–
|
–
|
–
|
|
|
1225
|
BigSur Wealth Management
Miami,
Florida
|
$642K
|
+$685K
|
+3,000
|
New
|
|
