|
926
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$617K
|
-$133K
|
-2,592
|
-18%
|
|
|
927
|
Clarius Group LLC
Seattle,
Washington
|
$617K
|
+$62.3K
|
+1,212
|
+11%
|
|
|
928
|
Independent Financial Group
San Diego,
California
|
$617K
|
–
|
–
|
–
|
|
|
929
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$615K
|
–
|
–
|
–
|
|
|
930
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$614K
|
–
|
–
|
–
|
|
|
931
|
Welch & Forbes
Boston,
Massachusetts
|
$613K
|
+$514
|
+10
|
+0.1%
|
|
|
932
|
Valicenti Advisory Services
Elmira,
New York
|
$612K
|
-$12.6K
|
-245
|
-2%
|
|
|
933
|
Pearl River Capital
Niles,
Michigan
|
$612K
|
+$267K
|
+5,200
|
+77%
|
|
|
934
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$610K
|
-$12.2K
|
-238
|
-2%
|
|
|
935
|
Venturi Wealth Management
Austin,
Texas
|
$606K
|
+$609K
|
+11,859
|
New
|
|
|
936
|
Dodge & Cox
San Francisco,
California
|
$605K
|
–
|
–
|
–
|
|
|
937
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$604K
|
+$113K
|
+2,195
|
+23%
|
|
|
938
|
Montecito Bank & Trust
Santa Barbara,
California
|
$603K
|
-$66.8K
|
-1,300
|
-10%
|
|
|
939
|
Family Legacy Inc
Greenville,
South Carolina
|
$603K
|
-$1.28K
|
-25
|
-0.2%
|
|
|
940
|
First Business Financial Services
Madison,
Wisconsin
|
$603K
|
+$32.1K
|
+625
|
+6%
|
|
|
941
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$603K
|
+$285K
|
+5,555
|
+89%
|
|
|
942
|
Howe & Rusling
Rochester,
New York
|
$602K
|
+$107K
|
+2,082
|
+21%
|
|
|
943
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$601K
|
-$457K
|
-8,897
|
-43%
|
|
|
944
|
Glovista Investments
Jersey City,
New Jersey
|
$601K
|
-$71.5K
|
-1,391
|
-11%
|
|
|
945
|
|
$593K
|
+$9.45K
|
+184
|
+2%
|
|
|
946
|
Davis Capital Management
Jacksonville,
Florida
|
$590K
|
-$10.4K
|
-202
|
-2%
|
|
|
947
|
Financial Advocates Investment Management
Olympia,
Washington
|
$589K
|
-$7.81K
|
-152
|
-1%
|
|
|
948
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$588K
|
-$30.6K
|
-595
|
-5%
|
|
|
949
|
Savant Capital
Rockford,
Illinois
|
$587K
|
-$38K
|
-739
|
-6%
|
|
|
950
|
Pillar Pacific Capital Management
Pacifica,
California
|
$587K
|
-$8.99K
|
-175
|
-2%
|
|
