|
801
|
Global Endowment Management
Charlotte,
North Carolina
|
$893K
|
–
|
–
|
–
|
|
|
802
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$892K
|
-$502K
|
-6,512
|
-35%
|
|
|
803
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$887K
|
-$432K
|
-5,600
|
-32%
|
|
|
804
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$885K
|
-$8.18K
|
-106
|
-0.9%
|
|
|
805
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$883K
|
+$92.6K
|
+1,200
|
+11%
|
|
|
806
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$882K
|
+$15.4K
|
+200
|
+2%
|
|
|
807
|
Stratos Investment Management
Beachwood,
Ohio
|
$882K
|
+$911K
|
+11,812
|
New
|
|
|
808
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$872K
|
+$113K
|
+1,462
|
+14%
|
|
|
809
|
Lyell Wealth Management
Menlo Park,
California
|
$865K
|
+$2.16K
|
+28
|
+0.2%
|
|
|
810
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$861K
|
-$17.7K
|
-230
|
-2%
|
|
|
811
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$861K
|
+$72.5K
|
+940
|
+9%
|
|
|
812
|
Allred Capital Management
Dallas,
Texas
|
$860K
|
-$56.5K
|
-732
|
-6%
|
|
|
813
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$860K
|
–
|
–
|
–
|
|
|
814
|
Evoke Wealth
Los Angeles,
California
|
$854K
|
–
|
–
|
–
|
|
|
815
|
Abbrea Capital
Greenbrae,
California
|
$848K
|
+$74.8K
|
+970
|
+9%
|
|
|
816
|
Montecito Bank & Trust
Santa Barbara,
California
|
$847K
|
-$25.3K
|
-328
|
-3%
|
|
|
817
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$847K
|
–
|
–
|
–
|
|
|
818
|
Neuberger Berman Group
New York
|
$846K
|
-$362K
|
-4,686
|
-29%
|
|
|
819
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$841K
|
-$258K
|
-3,340
|
-23%
|
|
|
820
|
Vivaldi Capital Management
Chicago,
Illinois
|
$839K
|
-$130K
|
-1,682
|
-13%
|
|
|
821
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$825K
|
+$88.1K
|
+1,142
|
+12%
|
|
|
822
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$821K
|
–
|
–
|
–
|
|
|
823
|
Security National Trust
Wheeling,
West Virginia
|
$817K
|
–
|
–
|
–
|
|
|
824
|
Strategic Blueprint
Atlanta,
Georgia
|
$814K
|
+$18.8K
|
+244
|
+2%
|
|
|
825
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$809K
|
+$93.4K
|
+1,210
|
+13%
|
|
