|
1026
|
Brighton Jones LLC
Seattle,
Washington
|
$1.25M
|
+$312K
|
+1,625
|
+35%
|
|
|
1027
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$1.25M
|
-$4.8K
|
-25
|
-0.4%
|
|
|
1028
|
Perigon Wealth Management
San Francisco,
California
|
$1.24M
|
+$62.5K
|
+325
|
+5%
|
|
|
1029
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.23M
|
-$735K
|
-3,825
|
-38%
|
|
|
1030
|
Fort Point Capital Partners
San Francisco,
California
|
$1.22M
|
+$48.1K
|
+250
|
+4%
|
|
|
1031
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$1.22M
|
-$91.3K
|
-475
|
-7%
|
|
|
1032
|
Ted Buchan & Co
San Diego,
California
|
$1.22M
|
+$197K
|
+1,025
|
+20%
|
|
|
1033
|
Poehling Capital Management
Madison,
Wisconsin
|
$1.22M
|
-$183K
|
-950
|
-13%
|
|
|
1034
|
Oak Asset Management
Westlake Village,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
1035
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.21M
|
-$1.25M
|
-6,500
|
-52%
|
|
|
1036
|
|
$1.21M
|
+$173K
|
+900
|
+17%
|
|
|
1037
|
Quantessence Capital
New York
|
$1.21M
|
+$1.17M
|
+6,100
|
New
|
|
|
1038
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
|
1039
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.2M
|
-$48.1K
|
-250
|
-4%
|
|
|
1040
|
Alpha Family Trust
Los Angeles,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
1041
|
Hyperion Capital Advisors
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
1042
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.19M
|
+$28.8K
|
+150
|
+3%
|
|
|
1043
|
Nebula Research & Development
New York
|
$1.18M
|
-$827K
|
-4,300
|
-42%
|
|
|
1044
|
Cross Staff Investments
Pittsford,
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
1045
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.18M
|
+$1.14M
|
+5,925
|
New
|
|
|
1046
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.18M
|
-$312K
|
-1,625
|
-22%
|
|
|
1047
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$1.17M
|
-$601K
|
-3,125
|
-35%
|
|
|
1048
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.17M
|
-$4.8K
|
-25
|
-0.4%
|
|
|
1049
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.17M
|
+$538K
|
+2,800
|
+90%
|
|
|
1050
|
Essex Financial Services
Essex,
Connecticut
|
$1.16M
|
+$4.8K
|
+25
|
+0.4%
|
|
