|
1701
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$520K
|
+$403
|
+2
|
+0.1%
|
|
|
1702
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$518K
|
-$20.1K
|
-100
|
-4%
|
|
|
1703
|
Managed Account Services
Coconut Grove,
Florida
|
$518K
|
+$578K
|
+2,870
|
New
|
|
|
1704
|
Domani Wealth
Lancaster,
Pennsylvania
|
$517K
|
-$4.23K
|
-21
|
-0.8%
|
|
|
1705
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$517K
|
+$53.4K
|
+265
|
+12%
|
|
|
1706
|
First American Trust
Santa Ana,
California
|
$509K
|
+$32.6K
|
+162
|
+7%
|
|
|
1707
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$506K
|
-$101K
|
-500
|
-17%
|
|
|
1708
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$506K
|
+$42.3K
|
+210
|
+9%
|
|
|
1709
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$504K
|
-$1.6M
|
-7,970
|
-77%
|
|
|
1710
|
LVM Capital Management
Portage,
Michigan
|
$496K
|
–
|
–
|
–
|
|
|
1711
|
Sand Hill Global Advisors
Palo Alto,
California
|
$496K
|
–
|
–
|
–
|
|
|
1712
|
Compass Capital Management
Minneapolis,
Minnesota
|
$491K
|
+$85.8K
|
+426
|
+22%
|
|
|
1713
|
Empirical Finance
Havertown,
Pennsylvania
|
$488K
|
+$53.1K
|
+264
|
+13%
|
|
|
1714
|
Clarius Group LLC
Seattle,
Washington
|
$487K
|
+$474K
|
+2,353
|
New
|
|
|
1715
|
Proficio Capital Partners
Newton,
Massachusetts
|
$482K
|
-$8.86K
|
-44
|
-2%
|
|
|
1716
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$479K
|
–
|
–
|
–
|
|
|
1717
|
Bangor Savings Bank
Bangor,
Maine
|
$478K
|
-$20.1K
|
-100
|
-4%
|
|
|
1718
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$478K
|
+$12.1K
|
+60
|
+3%
|
|
|
1719
|
|
$477K
|
-$16.1K
|
-80
|
-3%
|
|
|
1720
|
Bourne Lent Asset Management
Pawling,
New York
|
$476K
|
–
|
–
|
–
|
|
|
1721
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$475K
|
–
|
–
|
–
|
|
|
1722
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$470K
|
+$456K
|
+2,267
|
New
|
|
|
1723
|
Birmingham Capital Management
Birmingham,
Alabama
|
$468K
|
-$7.05K
|
-35
|
-2%
|
|
|
1724
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$468K
|
+$35.2K
|
+175
|
+8%
|
|
|
1725
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$465K
|
-$14.1K
|
-70
|
-3%
|
|
