|
1101
|
Morse Asset Management
Darien,
Connecticut
|
$281K
|
-$3.83M
|
-21,627
|
-93%
|
|
|
1102
|
Regal Investment Advisors
Kentwood,
Michigan
|
$279K
|
+$49.5K
|
+280
|
+20%
|
|
|
1103
|
Lenox Wealth Advisors
New York
|
$279K
|
+$150K
|
+847
|
+100%
|
|
|
1104
|
Truvestments Capital
Sarasota,
Florida
|
$275K
|
+$83.2K
|
+470
|
+39%
|
|
|
1105
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$274K
|
+$93.3K
|
+527
|
+46%
|
|
|
1106
|
RNC Capital Management
Los Angeles,
California
|
$269K
|
-$48.7K
|
-275
|
-14%
|
|
|
1107
|
First Personal Financial Services
Charlotte,
North Carolina
|
$267K
|
+$16.8K
|
+95
|
+6%
|
|
|
1108
|
Cerity Partners OCIO
New York
|
$266K
|
+$286K
|
+1,617
|
New
|
|
|
1109
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$264K
|
+$283K
|
+1,600
|
New
|
|
|
1110
|
Mission Wealth Management
Santa Barbara,
California
|
$260K
|
-$11.1K
|
-63
|
-4%
|
|
|
1111
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
1112
|
MAI Capital Management
Independence,
Ohio
|
$260K
|
+$44.8K
|
+253
|
+19%
|
|
|
1113
|
Altavista Wealth Management
Asheville,
North Carolina
|
$260K
|
+$280K
|
+1,580
|
New
|
|
|
1114
|
Cypress Wealth Advisors
San Francisco,
California
|
$259K
|
-$23.2K
|
-131
|
-8%
|
|
|
1115
|
Private Capital Group
West Hartford,
Connecticut
|
$258K
|
+$31.5K
|
+178
|
+13%
|
|
|
1116
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$258K
|
+$74.5K
|
+421
|
+37%
|
|
|
1117
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
1118
|
Diligent Investors
Redlands,
California
|
$256K
|
-$17.5K
|
-99
|
-6%
|
|
|
1119
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$256K
|
+$13.3K
|
+75
|
+5%
|
|
|
1120
|
Park Avenue Securities
New York
|
$256K
|
+$280K
|
+1,580
|
New
|
|
|
1121
|
MGO One Seven
Beachwood,
Ohio
|
$255K
|
+$275K
|
+1,553
|
New
|
|
|
1122
|
Segment Wealth Management
Houston,
Texas
|
$254K
|
+$56.3K
|
+318
|
+26%
|
|
|
1123
|
Bouchey Financial Group
Troy,
New York
|
$254K
|
+$273K
|
+1,543
|
New
|
|
|
1124
|
Advisor Partners
Walnut Creek,
California
|
$253K
|
+$10.1K
|
+57
|
+4%
|
|
|
1125
|
Chevy Chase Trust
Bethesda,
Maryland
|
$250K
|
-$73.1K
|
-413
|
-21%
|
|
