|
1226
|
IMS Capital Management
Portland,
Oregon
|
$465K
|
+$36.2K
|
+300
|
+9%
|
|
|
1227
|
|
$465K
|
+$133K
|
+1,100
|
+47%
|
|
|
1228
|
SSI Investment Management
Los Angeles,
California
|
$461K
|
-$2.17K
|
-18
|
-0.5%
|
|
|
1229
|
|
$459K
|
-$11K
|
-91
|
-3%
|
|
|
1230
|
Sand Hill Global Advisors
Palo Alto,
California
|
$459K
|
+$90.5K
|
+750
|
+28%
|
|
|
1231
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$456K
|
+$362
|
+3
|
+0.1%
|
|
|
1232
|
Edge Wealth Management
New York
|
$455K
|
-$30.2K
|
-250
|
-7%
|
|
|
1233
|
M Holdings Securities
Portland,
Oregon
|
$452K
|
+$15.7K
|
+130
|
+4%
|
|
|
1234
|
Stonebridge Capital Management
Los Angeles,
California
|
$451K
|
-$50.1K
|
-415
|
-11%
|
|
|
1235
|
Brookmont Capital Management
Dallas,
Texas
|
$448K
|
-$148K
|
-1,230
|
-27%
|
|
|
1236
|
AssetMark Inc
Concord,
California
|
$448K
|
-$60.7K
|
-503
|
-13%
|
|
|
1237
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$446K
|
–
|
–
|
–
|
|
|
1238
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$445K
|
–
|
–
|
–
|
|
|
1239
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$443K
|
+$57.9K
|
+480
|
+17%
|
|
|
1240
|
KCS Wealth Advisory
Los Angeles,
California
|
$443K
|
+$399K
|
+3,307
|
New
|
|
|
1241
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$441K
|
+$2.77K
|
+23
|
+0.7%
|
|
|
1242
|
Summit Trail Advisors
New York
|
$441K
|
+$379K
|
+3,144
|
New
|
|
|
1243
|
American Financial Network Advisory Services
Calabasas,
California
|
$440K
|
+$37.1K
|
+308
|
+10%
|
|
|
1244
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$439K
|
–
|
–
|
–
|
|
|
1245
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$435K
|
+$391K
|
+3,246
|
New
|
|
|
1246
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$434K
|
–
|
–
|
–
|
|
|
1247
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$431K
|
+$20.6K
|
+171
|
+6%
|
|
|
1248
|
Grisanti Capital Management
New York
|
$429K
|
–
|
–
|
–
|
|
|
1249
|
TrueWealth LLC
Atlanta,
Georgia
|
$429K
|
+$386K
|
+3,197
|
New
|
|
|
1250
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$427K
|
-$4.22K
|
-35
|
-1%
|
|
