|
951
|
WestEnd Advisors
Charlotte,
North Carolina
|
$216K
|
–
|
–
|
–
|
|
|
952
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$216K
|
+$215
|
+1
|
New
|
|
|
953
|
Strategic Blueprint
Atlanta,
Georgia
|
$216K
|
+$215K
|
+998
|
New
|
|
|
954
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$214K
|
–
|
–
|
–
|
|
|
955
|
Trillium Asset Management
Boston,
Massachusetts
|
$212K
|
+$211K
|
+979
|
New
|
|
|
956
|
Orser Capital Management
Southlake,
Texas
|
$212K
|
+$211K
|
+980
|
New
|
|
|
957
|
Means Investment Company
Bangor,
Maine
|
$211K
|
+$210K
|
+976
|
New
|
|
|
958
|
Pathstone Family Office
Englewood,
New Jersey
|
$211K
|
+$211K
|
+980
|
New
|
|
|
959
|
Newport Wealth Strategies
Irvine,
California
|
$210K
|
-$21.5K
|
-100
|
-9%
|
|
|
960
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$210K
|
+$209K
|
+970
|
New
|
|
|
961
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$208K
|
+$9.89K
|
+46
|
+5%
|
|
|
962
|
VanEck Associates
New York
|
$207K
|
+$3.87K
|
+18
|
+2%
|
|
|
963
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$207K
|
+$206K
|
+957
|
New
|
|
|
964
|
Keel Point
Huntsville,
Alabama
|
$206K
|
+$205K
|
+955
|
New
|
|
|
965
|
Patron Partners
Houston,
Texas
|
$205K
|
-$15.5K
|
-72
|
-7%
|
|
|
966
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
967
|
Modera Wealth Management
Westwood,
New Jersey
|
$205K
|
+$204K
|
+949
|
New
|
|
|
968
|
Perpetual Investment Management
Sydney,
Australia
|
$205K
|
+$204K
|
+950
|
New
|
|
|
969
|
HeadInvest LLC
Portland,
Maine
|
$205K
|
+$205K
|
+952
|
New
|
|
|
970
|
Mission Wealth Management
Santa Barbara,
California
|
$204K
|
+$203K
|
+942
|
New
|
|
|
971
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$204K
|
+$203K
|
+944
|
New
|
|
|
972
|
WealthSource Partners
San Luis Obispo,
California
|
$203K
|
+$202K
|
+941
|
New
|
|
|
973
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$202K
|
+$201K
|
+935
|
New
|
|
|
974
|
Henshaw Capital
Woburn,
Massachusetts
|
$201K
|
+$200K
|
+931
|
New
|
|
|
975
|
Accredited Investors
Edina,
Minnesota
|
$201K
|
+$200K
|
+931
|
New
|
|
