|
1676
|
Baker Avenue Asset Management
San Francisco,
California
|
$230K
|
+$5.11K
|
+57
|
+2%
|
|
|
1677
|
United Bank (Virginia)
Vienna,
Virginia
|
$230K
|
–
|
–
|
–
|
|
|
1678
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$230K
|
+$220K
|
+2,448
|
New
|
|
|
1679
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
1680
|
Rothschild Investment LLC
Chicago,
Illinois
|
$229K
|
+$219K
|
+2,440
|
New
|
|
|
1681
|
Douglas Lane & Associates
New York
|
$228K
|
-$3.14K
|
-35
|
-1%
|
|
|
1682
|
Plancorp LLC
Saint Louis,
Missouri
|
$228K
|
+$218K
|
+2,434
|
New
|
|
|
1683
|
Peak Financial Management
Wellesley,
Massachusetts
|
$227K
|
+$218K
|
+2,425
|
New
|
|
|
1684
|
Ballast Advisors
Woodbury,
Minnesota
|
$227K
|
–
|
–
|
–
|
|
|
1685
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$225K
|
–
|
–
|
–
|
|
|
1686
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$225K
|
-$108K
|
-1,200
|
-33%
|
|
|
1687
|
Atwood & Palmer
Kansas City,
Missouri
|
$225K
|
–
|
–
|
–
|
|
|
1688
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$225K
|
-$987
|
-11
|
-0.5%
|
|
|
1689
|
Lockerman Financial Group
Newport Beach,
California
|
$225K
|
-$449
|
-5
|
-0.2%
|
|
|
1690
|
McDonald Partners
Cleveland,
Ohio
|
$224K
|
-$897
|
-10
|
-0.4%
|
|
|
1691
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$223K
|
+$214K
|
+2,382
|
New
|
|
|
1692
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$223K
|
-$5.38K
|
-60
|
-2%
|
|
|
1693
|
Oxbow Advisors
Austin,
Texas
|
$223K
|
–
|
–
|
–
|
|
|
1694
|
Matthew Hamilton Rosenberg
|
$222K
|
–
|
–
|
–
|
|
|
1695
|
Hollencrest Capital Management
Newport Beach,
California
|
$222K
|
+$52K
|
+580
|
+32%
|
|
|
1696
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$220K
|
+$5.92K
|
+66
|
+3%
|
|
|
1697
|
Journey Strategic Wealth
Summit,
New Jersey
|
$219K
|
-$11.5K
|
-128
|
-5%
|
|
|
1698
|
Harvest Fund Management
Beijing,
China
|
$218K
|
-$347K
|
-3,868
|
-62%
|
|
|
1699
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$217K
|
+$208K
|
+2,315
|
New
|
|
|
1700
|
Alpha Cubed Investments
Irvine,
California
|
$217K
|
+$207K
|
+2,310
|
New
|
|
