|
1051
|
West Family Investments
Carlsbad,
California
|
$302K
|
+$293K
|
+4,640
|
New
|
|
|
1052
|
Grassi Investment Management
Santa Clara,
California
|
$299K
|
–
|
–
|
–
|
|
|
1053
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$295K
|
-$71.3K
|
-1,130
|
-20%
|
|
|
1054
|
|
$295K
|
-$40.4K
|
-640
|
-12%
|
|
|
1055
|
Realta Investment Advisors
Wilmington,
Delaware
|
$293K
|
+$285K
|
+4,510
|
New
|
|
|
1056
|
Childress Capital Advisors
Houston,
Texas
|
$292K
|
-$435K
|
-6,890
|
-61%
|
|
|
1057
|
|
$292K
|
–
|
–
|
–
|
|
|
1058
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$292K
|
+$631
|
+10
|
+0.2%
|
|
|
1059
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$292K
|
+$12.6K
|
+200
|
+5%
|
|
|
1060
|
Engine No 1 LLC
San Francisco,
California
|
$290K
|
+$282K
|
+4,460
|
New
|
|
|
1061
|
Personal CFO Solutions
Chester,
New Jersey
|
$289K
|
+$280K
|
+4,440
|
New
|
|
|
1062
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$285K
|
+$631
|
+10
|
+0.2%
|
|
|
1063
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
1064
|
Brown Brothers Harriman & Co
New York
|
$282K
|
+$631
|
+10
|
+0.2%
|
|
|
1065
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$280K
|
-$126K
|
-2,000
|
-32%
|
|
|
1066
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$280K
|
-$1.89K
|
-30
|
-0.7%
|
|
|
1067
|
InterOcean Capital Group
Nashville,
Tennessee
|
$279K
|
+$271K
|
+4,290
|
New
|
|
|
1068
|
Manchester Capital Management
Manchester,
Vermont
|
$278K
|
-$30.3K
|
-480
|
-10%
|
|
|
1069
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$278K
|
+$270K
|
+4,280
|
New
|
|
|
1070
|
McLean Asset Management
Tysons,
Virginia
|
$277K
|
+$5.05K
|
+80
|
+2%
|
|
|
1071
|
Bremer Bank National Association
St Paul,
Minnesota
|
$277K
|
+$37.2K
|
+590
|
+16%
|
|
|
1072
|
Tanaka Capital Management
New York
|
$273K
|
–
|
–
|
–
|
|
|
1073
|
|
$273K
|
+$25.9K
|
+410
|
+11%
|
|
|
1074
|
Symphony Financial
Houston,
Texas
|
$272K
|
-$237K
|
-3,750
|
-47%
|
|
|
1075
|
Affinity Wealth Management
Wilmington,
Delaware
|
$272K
|
–
|
–
|
–
|
|
