|
876
|
Evercore Wealth Management
New York
|
$3.53M
|
-$116K
|
-2,201
|
-3%
|
|
|
877
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.52M
|
+$1.11M
|
+21,074
|
+48%
|
|
|
878
|
Wedbush Securities
Los Angeles,
California
|
$3.51M
|
+$530K
|
+10,032
|
+18%
|
|
|
879
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$3.51M
|
-$95.4K
|
-1,806
|
-3%
|
|
|
880
|
KCS Wealth Advisory
Los Angeles,
California
|
$3.51M
|
+$156K
|
+2,952
|
+5%
|
|
|
881
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.5M
|
+$76.9K
|
+1,456
|
+2%
|
|
|
882
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$3.49M
|
-$112K
|
-2,121
|
-3%
|
|
|
883
|
United Asset Strategies
Garden City,
New York
|
$3.48M
|
+$102K
|
+1,923
|
+3%
|
|
|
884
|
Bayesian Capital Management
Brooklyn,
New York
|
$3.45M
|
+$3.37M
|
+63,700
|
New
|
|
|
885
|
Alta Capital Management
Salt Lake City,
Utah
|
$3.43M
|
+$1.64M
|
+31,038
|
+96%
|
|
|
886
|
Verity & Verity
Beaufort,
South Carolina
|
$3.4M
|
+$760K
|
+14,389
|
+32%
|
|
|
887
|
Avalon Investment & Advisory
Houston,
Texas
|
$3.39M
|
-$7.33M
|
-138,841
|
-69%
|
|
|
888
|
Silvant Capital Management
Atlanta,
Georgia
|
$3.36M
|
-$87.8K
|
-1,662
|
-3%
|
|
|
889
|
Minot Wealth Management
Westwood,
Massachusetts
|
$3.35M
|
-$49.2K
|
-932
|
-1%
|
|
|
890
|
Ingalls & Snyder LLC
New York
|
$3.35M
|
+$202K
|
+3,828
|
+7%
|
|
|
891
|
Aureus Asset Management
Boston,
Massachusetts
|
$3.34M
|
+$444K
|
+8,410
|
+16%
|
|
|
892
|
Doliver Advisors
Houston,
Texas
|
$3.33M
|
+$174K
|
+3,286
|
+6%
|
|
|
893
|
Conning Inc
Hartford,
Connecticut
|
$3.33M
|
-$289K
|
-5,480
|
-8%
|
|
|
894
|
Bailard
Foster City,
California
|
$3.3M
|
+$819K
|
+15,507
|
+34%
|
|
|
895
|
Investment Management of Virginia
Richmond,
Virginia
|
$3.3M
|
-$589K
|
-11,147
|
-15%
|
|
|
896
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.28M
|
-$15.4K
|
-291
|
-0.5%
|
|
|
897
|
Iowa State Bank
Urbandale,
Iowa
|
$3.27M
|
+$147K
|
+2,792
|
+5%
|
|
|
898
|
Circle Wealth Management
Summit,
New Jersey
|
$3.27M
|
-$1.59M
|
-30,010
|
-33%
|
|
|
899
|
SOL Capital Management
Rockville,
Maryland
|
$3.26M
|
-$7.61K
|
-144
|
-0.2%
|
|
|
900
|
Arjuna Capital
Durham,
North Carolina
|
$3.26M
|
+$1.43M
|
+26,992
|
+81%
|
|
