|
1701
|
Cooper/Haims Advisors
Victor,
New York
|
$232K
|
+$237K
|
+3,151
|
New
|
|
|
1702
|
Symphony Financial
Houston,
Texas
|
$231K
|
+$236K
|
+3,137
|
New
|
|
|
1703
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$228K
|
-$124K
|
-1,652
|
-35%
|
|
|
1704
|
Shone Asset Management
Walnut Creek,
California
|
$228K
|
–
|
–
|
–
|
|
|
1705
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$227K
|
+$232K
|
+3,084
|
New
|
|
|
1706
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$226K
|
+$231K
|
+3,073
|
New
|
|
|
1707
|
BFSG LLC
Irvine,
California
|
$226K
|
+$231K
|
+3,075
|
New
|
|
|
1708
|
Callahan Advisors
Houston,
Texas
|
$226K
|
+$231K
|
+3,075
|
New
|
|
|
1709
|
Arax Advisory Partners
Denver,
Colorado
|
$225K
|
+$225
|
+3
|
+0.1%
|
|
|
1710
|
Frontier Investment Management
Dallas,
Texas
|
$225K
|
+$229K
|
+3,051
|
New
|
|
|
1711
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$223K
|
-$170K
|
-2,258
|
-43%
|
|
|
1712
|
Evermay Wealth Management
Arlington,
Virginia
|
$223K
|
-$4.51K
|
-60
|
-2%
|
|
|
1713
|
Penobscot Investment Management
Boston,
Massachusetts
|
$223K
|
+$228K
|
+3,030
|
New
|
|
|
1714
|
Affinity Capital Advisors
Berkeley,
California
|
$222K
|
+$12.7K
|
+169
|
+6%
|
|
|
1715
|
Balentine LLC
Atlanta,
Georgia
|
$222K
|
+$92.4K
|
+1,229
|
+69%
|
|
|
1716
|
Bluefin Capital Management
New York
|
$222K
|
+$226K
|
+3,010
|
New
|
|
|
1717
|
IRON Financial
Northbrook,
Illinois
|
$221K
|
-$59.8K
|
-796
|
-21%
|
|
|
1718
|
First Pacific Advisors
El Segundo,
California
|
$221K
|
+$225K
|
+3,000
|
New
|
|
|
1719
|
GFS Advisors
Houston,
Texas
|
$221K
|
+$225K
|
+3,000
|
New
|
|
|
1720
|
Westwood Management Corporation
Chicago,
Illinois
|
$221K
|
+$225K
|
+3,000
|
New
|
|
|
1721
|
Leavell Investment Management
Mobile,
Alabama
|
$220K
|
-$11.3K
|
-150
|
-5%
|
|
|
1722
|
Appleton Partners
Boston,
Massachusetts
|
$220K
|
-$10.6K
|
-141
|
-4%
|
|
|
1723
|
Physician Wealth Advisors
Midvale,
Utah
|
$219K
|
+$10.1K
|
+135
|
+5%
|
|
|
1724
|
Sage Rhino Capital
Menlo Park,
California
|
$219K
|
+$224K
|
+2,979
|
New
|
|
|
1725
|
Liberty Wealth Management
Oakland,
California
|
$218K
|
-$8.42K
|
-112
|
-4%
|
|
