|
1401
|
Davidson & Garrard
Lynchburg,
Virginia
|
$238K
|
–
|
–
|
–
|
|
|
1402
|
Needelman Asset Management
Ladera Ranch,
California
|
$236K
|
–
|
–
|
–
|
|
|
1403
|
E.S. Barr & Co
Lexington,
Kentucky
|
$236K
|
+$234K
|
+1,129
|
New
|
|
|
1404
|
First Personal Financial Services
Charlotte,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
1405
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$231K
|
+$229K
|
+1,104
|
New
|
|
|
1406
|
Cedar Wealth Management
Walnut Creek,
California
|
$230K
|
–
|
–
|
–
|
|
|
1407
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$229K
|
-$35.5K
|
-171
|
-14%
|
|
|
1408
|
Verus Financial Partners
Richmond,
Virginia
|
$229K
|
-$8.92K
|
-43
|
-4%
|
|
|
1409
|
Mraz Amerine & Associates
Modesto,
California
|
$229K
|
–
|
–
|
–
|
|
|
1410
|
Snowden Capital Advisors
New York
|
$227K
|
–
|
–
|
–
|
|
|
1411
|
Edge Wealth Management
New York
|
$224K
|
+$60.6K
|
+292
|
+37%
|
|
|
1412
|
Cribstone Capital Management
Augusta,
Maine
|
$224K
|
+$221K
|
+1,067
|
New
|
|
|
1413
|
Cabot-Wellington
Boston,
Massachusetts
|
$223K
|
-$130K
|
-625
|
-38%
|
|
|
1414
|
Hartford Financial Management
Hartford,
Connecticut
|
$221K
|
–
|
–
|
–
|
|
|
1415
|
Fayez Sarofim & Co
Houston,
Texas
|
$220K
|
-$1.09M
|
-5,231
|
-83%
|
|
|
1416
|
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
$220K
|
–
|
–
|
–
|
|
|
1417
|
Private Ocean
San Rafael,
California
|
$220K
|
+$1.45K
|
+7
|
+0.7%
|
|
|
1418
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$216K
|
+$214K
|
+1,031
|
New
|
|
|
1419
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$214K
|
-$53.3K
|
-257
|
-20%
|
|
|
1420
|
Autus Asset Management
Scottsdale,
Arizona
|
$213K
|
-$3.11K
|
-15
|
-1%
|
|
|
1421
|
Tanglewood Wealth Management
Houston,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
1422
|
Lynch & Associates
Newburgh,
Indiana
|
$212K
|
-$104K
|
-500
|
-33%
|
|
|
1423
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$212K
|
+$45.6K
|
+220
|
+28%
|
|
|
1424
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$210K
|
-$2.7K
|
-13
|
-1%
|
|
|
1425
|
Cornerstone Capital
Palo Alto,
California
|
$209K
|
–
|
–
|
–
|
|
