|
1001
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$529K
|
–
|
–
|
–
|
|
|
1002
|
XML Financial
Bethesda,
Maryland
|
$527K
|
+$126K
|
+458
|
+30%
|
|
|
1003
|
Schnieders Capital Management
Pasadena,
California
|
$526K
|
–
|
–
|
–
|
|
|
1004
|
Echo Street Capital Management
New York
|
$526K
|
+$547K
|
+1,981
|
New
|
|
|
1005
|
Hilltop Holdings
Dallas,
Texas
|
$523K
|
+$16.3K
|
+59
|
+3%
|
|
|
1006
|
GHP Investment Advisors
Denver,
Colorado
|
$520K
|
–
|
–
|
–
|
|
|
1007
|
Waypoint Wealth Partners
Mill Valley,
California
|
$519K
|
–
|
–
|
–
|
|
|
1008
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$518K
|
–
|
–
|
–
|
|
|
1009
|
Alyeska Investment Group
Chicago,
Illinois
|
$516K
|
+$536K
|
+1,943
|
New
|
|
|
1010
|
IFP Advisors
Tampa,
Florida
|
$515K
|
+$13.2K
|
+48
|
+3%
|
|
|
1011
|
Prelude Capital Management
New York
|
$507K
|
+$527K
|
+1,911
|
New
|
|
|
1012
|
Gables Capital Management
Miami,
Florida
|
$500K
|
-$208K
|
-754
|
-29%
|
|
|
1013
|
Beaton Management Company
Haverhill,
Massachusetts
|
$499K
|
-$138K
|
-500
|
-21%
|
|
|
1014
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$498K
|
–
|
–
|
–
|
|
|
1015
|
Shelton Capital Management
Denver,
Colorado
|
$495K
|
-$515K
|
-1,866
|
-50%
|
|
|
1016
|
NWAM LLC
Mercer Island,
Washington
|
$493K
|
–
|
–
|
–
|
|
|
1017
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$492K
|
–
|
–
|
–
|
|
|
1018
|
Pathstone Family Office
Englewood,
New Jersey
|
$492K
|
+$512K
|
+1,854
|
New
|
|
|
1019
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$490K
|
–
|
–
|
–
|
|
|
1020
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$487K
|
+$19K
|
+69
|
+4%
|
|
|
1021
|
ARS Investment Partners
New York
|
$485K
|
–
|
–
|
–
|
|
|
1022
|
Bison Wealth
Atlanta,
Georgia
|
$477K
|
-$50.2K
|
-182
|
-9%
|
|
|
1023
|
Capital Planning Advisors
Roseville,
California
|
$477K
|
-$6.07K
|
-22
|
-1%
|
|
|
1024
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$476K
|
+$16K
|
+58
|
+3%
|
|
|
1025
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$468K
|
-$172K
|
-622
|
-26%
|
|
