|
1401
|
WCM Investment Management
Laguna Beach,
California
|
$320K
|
-$92.5K
|
-2,310
|
-22%
|
|
|
1402
|
Rock Point Advisors
Burlington,
Vermont
|
$320K
|
–
|
–
|
–
|
|
|
1403
|
Partnervest Advisory Services
Santa Barbara,
California
|
$318K
|
-$43.1K
|
-1,075
|
-12%
|
|
|
1404
|
Cowen Prime Advisors
New York
|
$318K
|
+$13.7K
|
+342
|
+5%
|
|
|
1405
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$318K
|
+$22.7K
|
+566
|
+8%
|
|
|
1406
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$313K
|
-$2K
|
-50
|
-0.6%
|
|
|
1407
|
Pettee Investors
Rowayton,
Connecticut
|
$311K
|
–
|
–
|
–
|
|
|
1408
|
SFMG Wealth Advisors
Plano,
Texas
|
$309K
|
-$27.4K
|
-685
|
-8%
|
|
|
1409
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$309K
|
–
|
–
|
–
|
|
|
1410
|
HeadInvest LLC
Portland,
Maine
|
$309K
|
+$27.1K
|
+677
|
+10%
|
|
|
1411
|
Balentine LLC
Atlanta,
Georgia
|
$307K
|
+$5.45K
|
+136
|
+2%
|
|
|
1412
|
Verus Financial Partners
Richmond,
Virginia
|
$306K
|
+$200
|
+5
|
+0.1%
|
|
|
1413
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$305K
|
-$4K
|
-100
|
-1%
|
|
|
1414
|
Retirement Design & Management
Westport,
Connecticut
|
$305K
|
–
|
–
|
–
|
|
|
1415
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$305K
|
–
|
–
|
–
|
|
|
1416
|
McRae Capital Management
Morristown,
New Jersey
|
$305K
|
+$4K
|
+100
|
+1%
|
|
|
1417
|
Sunbelt Securities
Houston,
Texas
|
$305K
|
+$22.3K
|
+556
|
+8%
|
|
|
1418
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$304K
|
–
|
–
|
–
|
|
|
1419
|
Altavista Wealth Management
Asheville,
North Carolina
|
$304K
|
+$1K
|
+25
|
+0.3%
|
|
|
1420
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$304K
|
+$7.01K
|
+175
|
+2%
|
|
|
1421
|
Sequoia Financial Advisors
Akron,
Ohio
|
$303K
|
+$7.81K
|
+195
|
+3%
|
|
|
1422
|
AssetMark Inc
Concord,
California
|
$301K
|
-$1.69M
|
-42,075
|
-85%
|
|
|
1423
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$300K
|
+$300K
|
+7,480
|
New
|
|
|
1424
|
Capital Insight Partners
Scottsdale,
Arizona
|
$298K
|
-$109K
|
-2,725
|
-27%
|
|
|
1425
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$297K
|
-$10.5K
|
-262
|
-3%
|
|
