|
1201
|
Roundview Capital
Princeton,
New Jersey
|
$358K
|
–
|
–
|
–
|
|
|
1202
|
Strategy Asset Managers
Pasadena,
California
|
$355K
|
+$39.1K
|
+186
|
+12%
|
|
|
1203
|
Baystate Wealth Management
Boston,
Massachusetts
|
$354K
|
+$142K
|
+674
|
+64%
|
|
|
1204
|
Ascent Wealth Partners
New Hartford,
New York
|
$352K
|
+$76.7K
|
+365
|
+27%
|
|
|
1205
|
Karp Capital Management
Sausalito,
California
|
$351K
|
–
|
–
|
–
|
|
|
1206
|
Catawba Capital Management
Roanoke,
Virginia
|
$348K
|
+$356K
|
+1,692
|
New
|
|
|
1207
|
LVW Advisors
Pittsford,
New York
|
$345K
|
+$76.1K
|
+362
|
+28%
|
|
|
1208
|
First Bankers Trust
Louisville,
Kentucky
|
$341K
|
+$348K
|
+1,656
|
New
|
|
|
1209
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$340K
|
-$4.21K
|
-20
|
-1%
|
|
|
1210
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$339K
|
-$2.52K
|
-12
|
-0.7%
|
|
|
1211
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$339K
|
+$4.63K
|
+22
|
+1%
|
|
|
1212
|
Vaughan David Investments
Peoria,
Illinois
|
$334K
|
-$442K
|
-2,100
|
-56%
|
|
|
1213
|
Shufro Rose & Co
New York
|
$333K
|
–
|
–
|
–
|
|
|
1214
|
National Penn Investors Trust
Wyomissing,
Pennsylvania
|
$333K
|
+$841
|
+4
|
+0.2%
|
|
|
1215
|
Lucas Capital Management
Red Bank,
New Jersey
|
$329K
|
+$336K
|
+1,598
|
New
|
|
|
1216
|
Wealthfront
Palo Alto,
California
|
$327K
|
+$275K
|
+1,309
|
+471%
|
|
|
1217
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$327K
|
+$334K
|
+1,590
|
New
|
|
|
1218
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$324K
|
+$331K
|
+1,575
|
New
|
|
|
1219
|
Cobiz Wealth
Denver,
Colorado
|
$311K
|
+$28.4K
|
+135
|
+10%
|
|
|
1220
|
Aspiriant Holdings S3
Los Angeles,
California
|
$309K
|
–
|
–
|
–
|
|
|
1221
|
Eagle Capital Management (New York)
New York
|
$309K
|
+$315K
|
+1,500
|
New
|
|
|
1222
|
Leuthold Group
Minneapolis,
Minnesota
|
$307K
|
+$314K
|
+1,492
|
New
|
|
|
1223
|
TradeLink Capital
Chicago,
Illinois
|
$305K
|
-$271K
|
-1,288
|
-46%
|
|
|
1224
|
Glassman Wealth Services
Vienna,
Virginia
|
$305K
|
–
|
–
|
–
|
|
|
1225
|
Stack Financial Management
Whitefish,
Montana
|
$303K
|
+$37.4K
|
+178
|
+14%
|
|
