|
801
|
Regis Management Company
Menlo Park,
California
|
$224K
|
+$222K
|
+2,124
|
New
|
|
|
802
|
|
$223K
|
+$9.53K
|
+91
|
+5%
|
|
|
803
|
Powell Investment Advisors
Miami,
Florida
|
$223K
|
+$105
|
+1
|
+0%
|
|
|
804
|
Penobscot Investment Management
Boston,
Massachusetts
|
$223K
|
-$154K
|
-1,470
|
-41%
|
|
|
805
|
Wallace Advisory Group
Lafayette,
California
|
$222K
|
+$221K
|
+2,108
|
New
|
|
|
806
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$222K
|
–
|
–
|
–
|
|
|
807
|
CNB Bank
Clearfield,
Pennsylvania
|
$221K
|
+$220K
|
+2,100
|
New
|
|
|
808
|
Procyon Advisors
Shelton,
Connecticut
|
$221K
|
-$74.8K
|
-715
|
-25%
|
|
|
809
|
Grandfield & Dodd
New York
|
$220K
|
–
|
–
|
–
|
|
|
810
|
Wedgewood Investors
Erie,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
811
|
Clear Creek Financial Management
Silverdale,
Washington
|
$219K
|
-$722K
|
-6,895
|
-77%
|
|
|
812
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$218K
|
–
|
–
|
–
|
|
|
813
|
SOA Wealth Advisors
New York
|
$217K
|
-$87.2K
|
-833
|
-29%
|
|
|
814
|
Ameraudi Asset Management
New York
|
$215K
|
-$1.98M
|
-18,919
|
-90%
|
|
|
815
|
Affinity Capital Advisors
Berkeley,
California
|
$215K
|
-$1.99K
|
-19
|
-0.9%
|
|
|
816
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$213K
|
-$1.19M
|
-11,359
|
-85%
|
|
|
817
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$211K
|
–
|
–
|
–
|
|
|
818
|
Fullen Financial Group
Columbus,
Ohio
|
$210K
|
+$198K
|
+1,896
|
New
|
|
|
819
|
Dimension Capital Management
Coral Gables,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
820
|
Joel Isaacson & Co
New York
|
$206K
|
–
|
–
|
–
|
|
|
821
|
Disciplined Investments
Tulsa,
Oklahoma
|
$206K
|
-$41K
|
-392
|
-17%
|
|
|
822
|
Clare Market Investments
Dallas,
Texas
|
$206K
|
-$9K
|
-86
|
-4%
|
|
|
823
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$205K
|
+$194K
|
+1,851
|
New
|
|
|
824
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$205K
|
+$203K
|
+1,940
|
New
|
|
|
825
|
BSW Wealth Partners
Boulder,
Colorado
|
$202K
|
+$200K
|
+1,912
|
New
|
|
