|
1201
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$218K
|
+$6.2K
|
+80
|
+3%
|
|
|
1202
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$217K
|
–
|
–
|
–
|
|
|
1203
|
|
$216K
|
-$1.47K
|
-19
|
-0.7%
|
|
|
1204
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$216K
|
–
|
–
|
–
|
|
|
1205
|
Boston Trust Walden
Boston,
Massachusetts
|
$216K
|
+$14.4K
|
+186
|
+7%
|
|
|
1206
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$215K
|
-$50K
|
-646
|
-19%
|
|
|
1207
|
Larson Financial Group
St Louis,
Missouri
|
$215K
|
-$22.8K
|
-295
|
-10%
|
|
|
1208
|
Cobblestone Capital Advisors
Rochester,
New York
|
$215K
|
–
|
–
|
–
|
|
|
1209
|
Barrett Asset Management
New York
|
$212K
|
-$2.71K
|
-35
|
-1%
|
|
|
1210
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$211K
|
+$7.2K
|
+93
|
+4%
|
|
|
1211
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$210K
|
–
|
–
|
–
|
|
|
1212
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$210K
|
–
|
–
|
–
|
|
|
1213
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$209K
|
–
|
–
|
–
|
|
|
1214
|
Arax Advisory Partners
Denver,
Colorado
|
$207K
|
-$3.41K
|
-44
|
-2%
|
|
|
1215
|
Aries Wealth Management
Portland,
Maine
|
$207K
|
–
|
–
|
–
|
|
|
1216
|
Litman Gregory Wealth Management
Larkspur,
California
|
$207K
|
–
|
–
|
–
|
|
|
1217
|
Parkside Advisors
Berkeley,
California
|
$207K
|
–
|
–
|
–
|
|
|
1218
|
Fayez Sarofim & Co
Houston,
Texas
|
$206K
|
–
|
–
|
–
|
|
|
1219
|
Pitcairn
Conshohocken,
Pennsylvania
|
$206K
|
–
|
–
|
–
|
|
|
1220
|
TCI Wealth Advisors
Tucson,
Arizona
|
$205K
|
-$31.1K
|
-401
|
-13%
|
|
|
1221
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$202K
|
-$34.8K
|
-450
|
-15%
|
|
|
1222
|
Inlet Private Wealth
Jupiter,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
1223
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$202K
|
+$201K
|
+2,600
|
New
|
|
|
1224
|
Concentric Wealth Management
Lafayette,
California
|
$201K
|
–
|
–
|
–
|
|
|
1225
|
CPWM LLC
Seattle,
Washington
|
$200K
|
+$199K
|
+2,571
|
New
|
|
