|
1401
|
CPWM LLC
Seattle,
Washington
|
$265K
|
-$25.1K
|
-1,137
|
-9%
|
|
|
1402
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$261K
|
+$257K
|
+11,610
|
New
|
|
|
1403
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$260K
|
-$6.63K
|
-300
|
-3%
|
|
|
1404
|
Ironwood Investment Management
Boston,
Massachusetts
|
$260K
|
+$22
|
+1
|
+0%
|
|
|
1405
|
First American Trust
Santa Ana,
California
|
$257K
|
-$2.51M
|
-113,577
|
-91%
|
|
|
1406
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$254K
|
-$66.3K
|
-3,000
|
-21%
|
|
|
1407
|
Glenhill Advisors
New York
|
$254K
|
+$103K
|
+4,655
|
+70%
|
|
|
1408
|
Prelude Capital Management
New York
|
$253K
|
+$250K
|
+11,294
|
New
|
|
|
1409
|
Sky Investment Group
Hartford,
Connecticut
|
$252K
|
-$2.41K
|
-109
|
-1%
|
|
|
1410
|
HighTower Trust
Houston,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
1411
|
Everett Harris & Co
Los Angeles,
California
|
$252K
|
+$27.3K
|
+1,234
|
+12%
|
|
|
1412
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$250K
|
-$6.93M
|
-313,694
|
-97%
|
|
|
1413
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
1414
|
Relative Value Partners
Northbrook,
Illinois
|
$242K
|
+$4.42K
|
+200
|
+2%
|
|
|
1415
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$241K
|
-$44.2K
|
-2,000
|
-16%
|
|
|
1416
|
NuWave Investment Management
Parsippany,
New Jersey
|
$241K
|
+$237K
|
+10,740
|
New
|
|
|
1417
|
First Wilshire Securities Management
Pasadena,
California
|
$240K
|
-$4.42K
|
-200
|
-2%
|
|
|
1418
|
SignalPoint Asset Management
Springfield,
Missouri
|
$240K
|
+$11.2K
|
+505
|
+5%
|
|
|
1419
|
Brown Capital Management
Baltimore,
Maryland
|
$239K
|
-$3.31K
|
-150
|
-1%
|
|
|
1420
|
EP Wealth Advisors
Torrance,
California
|
$239K
|
+$24.6K
|
+1,112
|
+12%
|
|
|
1421
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$236K
|
-$7.82K
|
-354
|
-3%
|
|
|
1422
|
Legacy Private Trust
Neenah,
Wisconsin
|
$236K
|
+$232K
|
+10,512
|
New
|
|
|
1423
|
Grey Owl Capital Management
Falls Church,
Virginia
|
$235K
|
–
|
–
|
–
|
|
|
1424
|
Wealthfront
Palo Alto,
California
|
$234K
|
+$224K
|
+10,118
|
New
|
|
|
1425
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$233K
|
-$202K
|
-9,153
|
-47%
|
|
