|
826
|
Asset Dedication LLC
San Francisco,
California
|
$320K
|
+$91.7K
|
+853
|
+42%
|
|
|
827
|
Northside Capital Management
Hood River,
Oregon
|
$316K
|
-$186K
|
-1,726
|
-37%
|
|
|
828
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
829
|
Excalibur Management
Waltham,
Massachusetts
|
$313K
|
–
|
–
|
–
|
|
|
830
|
NorthRock Partners
Minneapolis,
Minnesota
|
$312K
|
-$14.5K
|
-135
|
-5%
|
|
|
831
|
Wealthspire Advisors (New York)
New York
|
$311K
|
-$12.9K
|
-120
|
-4%
|
|
|
832
|
|
$308K
|
-$15M
|
-139,024
|
-98%
|
|
|
833
|
Mount Vernon Associates
Baltimore,
Maryland
|
$308K
|
–
|
–
|
–
|
|
|
834
|
Manchester Capital Management
Manchester,
Vermont
|
$308K
|
+$323
|
+3
|
+0.1%
|
|
|
835
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
$308K
|
+$4.3K
|
+40
|
+2%
|
|
|
836
|
D.J. St. Germain
Springfield,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
837
|
IHT Wealth Management
Chicago,
Illinois
|
$306K
|
+$4.73K
|
+44
|
+2%
|
|
|
838
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$303K
|
-$22.6K
|
-210
|
-7%
|
|
|
839
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$303K
|
+$1.83K
|
+17
|
+0.6%
|
|
|
840
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$298K
|
-$43.6K
|
-405
|
-13%
|
|
|
841
|
Private Capital Group
West Hartford,
Connecticut
|
$297K
|
+$20K
|
+186
|
+7%
|
|
|
842
|
Leavell Investment Management
Mobile,
Alabama
|
$295K
|
-$35.9K
|
-334
|
-11%
|
|
|
843
|
Parallel Advisors
San Francisco,
California
|
$295K
|
-$10.3K
|
-96
|
-3%
|
|
|
844
|
IEQ Capital
Foster City,
California
|
$294K
|
+$288K
|
+2,678
|
New
|
|
|
845
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$293K
|
–
|
–
|
–
|
|
|
846
|
Bourgeon Capital Management
Darien,
Connecticut
|
$292K
|
–
|
–
|
–
|
|
|
847
|
Wharton Business Group
Malvern,
Pennsylvania
|
$292K
|
–
|
–
|
–
|
|
|
848
|
Alpha Windward
Westwood,
Massachusetts
|
$292K
|
+$34.1K
|
+317
|
+14%
|
|
|
849
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$290K
|
-$379K
|
-3,520
|
-57%
|
|
|
850
|
Cobblestone Capital Advisors
Rochester,
New York
|
$290K
|
-$41.4K
|
-385
|
-13%
|
|
