|
401
|
WMS Partners
Towson,
Maryland
|
$252K
|
-$360K
|
-5,271
|
-56%
|
|
|
402
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$249K
|
+$88.8K
|
+1,300
|
+46%
|
|
|
403
|
Comerica Securities
Detroit,
Michigan
|
$247K
|
+$71.4K
|
+1,046
|
+34%
|
|
|
404
|
Saratoga Research & Investment Management
Saratoga,
California
|
$240K
|
-$34.1K
|
-500
|
-11%
|
|
|
405
|
Monroe Bank & Trust
Monroe,
Michigan
|
$240K
|
–
|
–
|
–
|
|
|
406
|
Montag & Associates
Atlanta,
Georgia
|
$240K
|
–
|
–
|
–
|
|
|
407
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
408
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
409
|
Security National Trust
Wheeling,
West Virginia
|
$240K
|
–
|
–
|
–
|
|
|
410
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$240K
|
+$1.64K
|
+24
|
+0.6%
|
|
|
411
|
D.A. Davidson & Co
Great Falls,
Montana
|
$240K
|
+$33.5K
|
+490
|
+14%
|
|
|
412
|
Signet Financial Management
Parsippany,
New Jersey
|
$236K
|
-$54.6K
|
-800
|
-17%
|
|
|
413
|
Brighton Jones LLC
Seattle,
Washington
|
$234K
|
+$2.87K
|
+42
|
+1%
|
|
|
414
|
Mark Asset Management
New York
|
$232K
|
–
|
–
|
–
|
|
|
415
|
Frontier Investment Management
Dallas,
Texas
|
$230K
|
+$20.5K
|
+300
|
+8%
|
|
|
416
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$228K
|
-$76.3K
|
-1,118
|
-23%
|
|
|
417
|
Concert Wealth Management
San Jose,
California
|
$225K
|
+$7.37K
|
+108
|
+3%
|
|
|
418
|
Excalibur Management
Waltham,
Massachusetts
|
$225K
|
+$51.2K
|
+750
|
+25%
|
|
|
419
|
Mid Continent Capital
Chicago,
Illinois
|
$222K
|
-$137K
|
-2,000
|
-35%
|
|
|
420
|
Klingman & Associates
New York
|
$222K
|
+$253K
|
+3,700
|
New
|
|
|
421
|
Next Financial Group
Houston,
Texas
|
$219K
|
-$40.4K
|
-591
|
-14%
|
|
|
422
|
Choreo LLC
Rockford,
Illinois
|
$219K
|
–
|
–
|
–
|
|
|
423
|
Whittier Trust
South Pasadena,
California
|
$218K
|
-$31.4K
|
-460
|
-11%
|
|
|
424
|
Zacks Investment Management
Chicago,
Illinois
|
$217K
|
-$19.2K
|
-281
|
-7%
|
|
|
425
|
Regis Management Company
Menlo Park,
California
|
$217K
|
–
|
–
|
–
|
|
