|
1301
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$207K
|
+$209K
|
+1,857
|
New
|
|
|
1302
|
CRA Financial Services
Northfield,
New Jersey
|
$207K
|
+$209K
|
+1,859
|
New
|
|
|
1303
|
|
$206K
|
+$208K
|
+1,853
|
New
|
|
|
1304
|
Samalin Investment Counsel
Chappaqua,
New York
|
$205K
|
+$207K
|
+1,846
|
New
|
|
|
1305
|
Wellington Shields & Co
New York
|
$204K
|
+$206K
|
+1,832
|
New
|
|
|
1306
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$204K
|
+$206K
|
+1,833
|
New
|
|
|
1307
|
Cerity Partners OCIO
New York
|
$203K
|
-$237K
|
-2,114
|
-49%
|
|
|
1308
|
Renaissance Group
Covington,
Kentucky
|
$203K
|
+$205K
|
+1,821
|
New
|
|
|
1309
|
NorthRock Partners
Minneapolis,
Minnesota
|
$202K
|
-$27.5K
|
-245
|
-12%
|
|
|
1310
|
Stokes Family Office
New Orleans,
Louisiana
|
$202K
|
+$207K
|
+1,840
|
New
|
|
|
1311
|
Adero Partners
Pleasanton,
California
|
$201K
|
+$203K
|
+1,805
|
New
|
|
|
1312
|
RMR Wealth Builders
Montclair,
New Jersey
|
$185K
|
+$187K
|
+1,665
|
New
|
|
|
1313
|
Investors Research Corp
Atlanta,
Georgia
|
$184K
|
–
|
–
|
–
|
|
|
1314
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$183K
|
–
|
–
|
–
|
|
|
1315
|
Whitnell & Co
Oak Brook,
Illinois
|
$182K
|
+$99.2K
|
+883
|
+117%
|
|
|
1316
|
Horizon Bancorp
Michigan City,
Indiana
|
$181K
|
+$183K
|
+1,625
|
New
|
|
|
1317
|
Squar Milner Financial Services
Irvine,
California
|
$181K
|
+$183K
|
+1,629
|
New
|
|
|
1318
|
Pin Oak Investment Advisors
Houston,
Texas
|
$179K
|
–
|
–
|
–
|
|
|
1319
|
Aspire Private Capital
Cornelius,
North Carolina
|
$176K
|
–
|
–
|
–
|
|
|
1320
|
Gemmer Asset Management
Walnut Creek,
California
|
$174K
|
-$4.38K
|
-39
|
-2%
|
|
|
1321
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$174K
|
-$225
|
-2
|
-0.1%
|
|
|
1322
|
Asset Dedication LLC
San Francisco,
California
|
$174K
|
–
|
–
|
–
|
|
|
1323
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$173K
|
–
|
–
|
–
|
|
|
1324
|
TrueWealth LLC
Atlanta,
Georgia
|
$173K
|
–
|
–
|
–
|
|
|
1325
|
|
$173K
|
+$175K
|
+1,557
|
New
|
|
