|
1501
|
J. Safra Asset Management
New York
|
$699K
|
-$167K
|
-5,858
|
-19%
|
|
|
1502
|
Prospera Financial Services
Dallas,
Texas
|
$696K
|
-$3.94K
|
-138
|
-0.6%
|
|
|
1503
|
|
$691K
|
+$701K
|
+24,558
|
New
|
|
|
1504
|
Natixis Investment Managers International
Paris,
France
|
$689K
|
-$171K
|
-5,994
|
-20%
|
|
|
1505
|
American Economic Planning Group
Warren,
New Jersey
|
$687K
|
+$428K
|
+14,994
|
+159%
|
|
|
1506
|
Security Asset Management
New York
|
$685K
|
-$69.2K
|
-2,424
|
-9%
|
|
|
1507
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$685K
|
+$107K
|
+3,742
|
+18%
|
|
|
1508
|
Thompson Davis & Co
Richmond,
Virginia
|
$682K
|
+$245K
|
+8,587
|
+55%
|
|
|
1509
|
Charter Research & Investment Group
Southport,
Connecticut
|
$680K
|
–
|
–
|
–
|
|
|
1510
|
Guardian Life Insurance
New York
|
$677K
|
-$195K
|
-6,812
|
-22%
|
|
|
1511
|
Main Street Research
Lakeville,
Connecticut
|
$677K
|
-$31.9K
|
-1,118
|
-4%
|
|
|
1512
|
Bristlecone Advisors
Bellevue,
Washington
|
$677K
|
+$97K
|
+3,395
|
+16%
|
|
|
1513
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$675K
|
-$22.3K
|
-782
|
-3%
|
|
|
1514
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$670K
|
+$14K
|
+491
|
+2%
|
|
|
1515
|
BOK Financial Private Wealth
Denver,
Colorado
|
$670K
|
+$15.1K
|
+527
|
+2%
|
|
|
1516
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$667K
|
–
|
–
|
–
|
|
|
1517
|
Montage Investments
Leawood,
Kansas
|
$665K
|
+$381K
|
+13,340
|
+129%
|
|
|
1518
|
|
$661K
|
-$22.7K
|
-794
|
-3%
|
|
|
1519
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$661K
|
–
|
–
|
–
|
|
|
1520
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$660K
|
+$671K
|
+23,482
|
New
|
|
|
1521
|
Legg Mason Asset Management
Tokyo,
Japan
|
$659K
|
–
|
–
|
–
|
|
|
1522
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$659K
|
+$73.8K
|
+2,582
|
+12%
|
|
|
1523
|
Asset Dedication LLC
San Francisco,
California
|
$655K
|
-$194K
|
-6,778
|
-23%
|
|
|
1524
|
Rock Point Advisors
Burlington,
Vermont
|
$654K
|
+$14.7K
|
+516
|
+2%
|
|
|
1525
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$652K
|
–
|
–
|
–
|
|
