|
1301
|
Albion Financial Group
Salt Lake City,
Utah
|
$316K
|
–
|
–
|
–
|
|
|
1302
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
1303
|
EFG Asset Management (Americas)
Miami,
Florida
|
$316K
|
+$298K
|
+1,600
|
New
|
|
|
1304
|
American Research & Management Company
Marion,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
1305
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$315K
|
+$24.2K
|
+130
|
+9%
|
|
|
1306
|
Investment Management of Virginia
Richmond,
Virginia
|
$314K
|
-$1.86K
|
-10
|
-0.6%
|
|
|
1307
|
Stableford Capital II
Scottsdale,
Arizona
|
$312K
|
-$16.6K
|
-89
|
-5%
|
|
|
1308
|
Bourne Lent Asset Management
Pawling,
New York
|
$312K
|
–
|
–
|
–
|
|
|
1309
|
South Street Advisors
New York
|
$311K
|
–
|
–
|
–
|
|
|
1310
|
Ritholtz Wealth Management
New York
|
$311K
|
+$293K
|
+1,573
|
New
|
|
|
1311
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$310K
|
-$3.72K
|
-20
|
-1%
|
|
|
1312
|
Nelson Capital Management
Menlo Park,
California
|
$308K
|
–
|
–
|
–
|
|
|
1313
|
NTV Asset Management
Charleston,
West Virginia
|
$307K
|
+$28.1K
|
+151
|
+11%
|
|
|
1314
|
SSI Investment Management
Los Angeles,
California
|
$306K
|
-$3.17K
|
-17
|
-1%
|
|
|
1315
|
Integral Derivatives
New York
|
$305K
|
-$644K
|
-3,459
|
-69%
|
|
|
1316
|
Capital Wealth Planning
Naples,
Florida
|
$303K
|
-$840K
|
-4,510
|
-75%
|
|
|
1317
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$303K
|
-$78.2K
|
-420
|
-22%
|
|
|
1318
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$301K
|
+$186
|
+1
|
+0.1%
|
|
|
1319
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$299K
|
–
|
–
|
–
|
|
|
1320
|
Portland Global Advisors
Portland,
Maine
|
$299K
|
–
|
–
|
–
|
|
|
1321
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$299K
|
+$105K
|
+562
|
+32%
|
|
|
1322
|
HighVista Strategies
Boston,
Massachusetts
|
$297K
|
-$801K
|
-4,300
|
-74%
|
|
|
1323
|
|
$297K
|
-$93.1K
|
-500
|
-25%
|
|
|
1324
|
TCTC Holdings
Dallas,
Texas
|
$297K
|
–
|
–
|
–
|
|
|
1325
|
Good Life Advisors
Reading,
Pennsylvania
|
$297K
|
+$42.6K
|
+229
|
+19%
|
|
