|
801
|
Clearstead Trust
Portland,
Maine
|
$2.4M
|
-$17.4K
|
-90
|
-0.7%
|
|
|
802
|
|
$2.38M
|
-$966
|
-5
|
-0%
|
|
|
803
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.38M
|
+$2.35M
|
+12,145
|
New
|
|
|
804
|
Blue Edge Capital
Richmond,
Virginia
|
$2.38M
|
-$72.4K
|
-375
|
-3%
|
|
|
805
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.38M
|
+$2.34M
|
+12,137
|
New
|
|
|
806
|
Mariner
Overland Park,
Kansas
|
$2.36M
|
+$32.8K
|
+170
|
+1%
|
|
|
807
|
Penobscot Investment Management
Boston,
Massachusetts
|
$2.35M
|
+$126K
|
+650
|
+6%
|
|
|
808
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$2.35M
|
-$278K
|
-1,440
|
-11%
|
|
|
809
|
|
$2.33M
|
+$2.05M
|
+10,602
|
+811%
|
|
|
810
|
Symphony Asset Management
San Francisco,
California
|
$2.3M
|
-$277K
|
-1,432
|
-11%
|
|
|
811
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.29M
|
+$45.8K
|
+237
|
+2%
|
|
|
812
|
First Foundation Advisors
Irvine,
California
|
$2.29M
|
+$196K
|
+1,012
|
+9%
|
|
|
813
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$2.29M
|
-$76.3K
|
-395
|
-3%
|
|
|
814
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.28M
|
+$936K
|
+4,846
|
+71%
|
|
|
815
|
Donoghue Forlines
Boston,
Massachusetts
|
$2.26M
|
+$2.23M
|
+11,550
|
New
|
|
|
816
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.25M
|
+$2.22M
|
+11,497
|
New
|
|
|
817
|
Regent Investment Management
Louisville,
Kentucky
|
$2.25M
|
–
|
–
|
–
|
|
|
818
|
Sio Capital Management
New York
|
$2.24M
|
-$1.88M
|
-9,721
|
-46%
|
|
|
819
|
Capital One National Association
New York
|
$2.23M
|
+$170K
|
+882
|
+8%
|
|
|
820
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.23M
|
-$51K
|
-264
|
-2%
|
|
|
821
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$2.23M
|
-$1.7M
|
-8,824
|
-44%
|
|
|
822
|
Chemical Bank
Detroit,
Michigan
|
$2.22M
|
-$479K
|
-2,481
|
-18%
|
|
|
823
|
Cetera Advisors
Denver,
Colorado
|
$2.22M
|
-$121K
|
-626
|
-5%
|
|
|
824
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.22M
|
-$28.2K
|
-146
|
-1%
|
|
|
825
|
Bray Capital Advisors
Naples,
Florida
|
$2.21M
|
-$184K
|
-951
|
-8%
|
|
