|
501
|
Royal Fund Management
Lady Lake,
Florida
|
$357K
|
+$353K
|
+4,137
|
New
|
|
|
502
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$352K
|
+$109K
|
+1,274
|
+45%
|
|
|
503
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$351K
|
+$101K
|
+1,184
|
+41%
|
|
|
504
|
Bailard
Foster City,
California
|
$342K
|
–
|
–
|
–
|
|
|
505
|
SouthState Corp
Winter Haven,
Florida
|
$342K
|
+$1.2K
|
+14
|
+0.4%
|
|
|
506
|
Regis Management Company
Menlo Park,
California
|
$340K
|
+$29.9K
|
+350
|
+10%
|
|
|
507
|
First National Corp
Rockland,
Massachusetts
|
$339K
|
+$5.64K
|
+66
|
+2%
|
|
|
508
|
Vista Capital Partners
Portland,
Oregon
|
$338K
|
-$9.74K
|
-114
|
-3%
|
|
|
509
|
LGL Partners
Philadelphia,
Pennsylvania
|
$337K
|
+$2.39K
|
+28
|
+0.7%
|
|
|
510
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$334K
|
+$77.8K
|
+911
|
+31%
|
|
|
511
|
Harding Loevner
Bridgewater,
New Jersey
|
$331K
|
+$226K
|
+2,649
|
+223%
|
|
|
512
|
Comerica Securities
Detroit,
Michigan
|
$328K
|
+$4.61K
|
+54
|
+1%
|
|
|
513
|
Modus Advisors
Excelsior,
Minnesota
|
$327K
|
–
|
–
|
–
|
|
|
514
|
University of Maryland Foundation
Adelphi,
Maryland
|
$326K
|
-$14.1M
|
-164,667
|
-98%
|
|
|
515
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$324K
|
+$171
|
+2
|
+0.1%
|
|
|
516
|
Wilson & Boucher Capital Management
Moraga,
California
|
$323K
|
+$8.54K
|
+100
|
+3%
|
|
|
517
|
Kendall Capital Management
Rockville,
Maryland
|
$323K
|
+$320K
|
+3,746
|
New
|
|
|
518
|
MBE Wealth Management
Tomah,
Wisconsin
|
$322K
|
+$20.8K
|
+244
|
+7%
|
|
|
519
|
Cabot-Wellington
Boston,
Massachusetts
|
$321K
|
-$211K
|
-2,474
|
-40%
|
|
|
520
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$321K
|
-$5.47K
|
-64
|
-2%
|
|
|
521
|
Formidable Asset Management
Cincinnati,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
522
|
Franklin Resources
San Mateo,
California
|
$317K
|
+$20K
|
+234
|
+7%
|
|
|
523
|
Merriman Wealth Management
Seattle,
Washington
|
$316K
|
+$313K
|
+3,668
|
New
|
|
|
524
|
Kanawha Capital Management
Richmond,
Virginia
|
$314K
|
–
|
–
|
–
|
|
|
525
|
Cheviot Value Management
Beverly Hills,
California
|
$308K
|
–
|
–
|
–
|
|
