|
1026
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$239K
|
+$2.95K
|
+60
|
+1%
|
|
|
1027
|
|
$239K
|
+$21.3K
|
+434
|
+9%
|
|
|
1028
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$239K
|
+$262K
|
+5,334
|
New
|
|
|
1029
|
Washington Trust Bank
Spokane,
Washington
|
$238K
|
-$90.6K
|
-1,842
|
-26%
|
|
|
1030
|
D.J. St. Germain
Springfield,
Massachusetts
|
$238K
|
-$11.2K
|
-227
|
-4%
|
|
|
1031
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$238K
|
+$1.23K
|
+25
|
+0.5%
|
|
|
1032
|
Roosevelt Investment Group
New York
|
$237K
|
-$11K
|
-223
|
-4%
|
|
|
1033
|
Chatham Capital Group
Savannah,
Georgia
|
$237K
|
–
|
–
|
–
|
|
|
1034
|
GFS Advisors
Houston,
Texas
|
$237K
|
–
|
–
|
–
|
|
|
1035
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$235K
|
-$61.8K
|
-1,256
|
-19%
|
|
|
1036
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$234K
|
–
|
–
|
–
|
|
|
1037
|
Sutton Wealth Advisors
Tampa,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
1038
|
Equitable Holdings
New York
|
$232K
|
-$58.9K
|
-1,197
|
-19%
|
|
|
1039
|
FourThought Financial
Venice,
Florida
|
$232K
|
-$13.4K
|
-273
|
-5%
|
|
|
1040
|
Osborne Partners Capital Management
San Francisco,
California
|
$232K
|
-$8.51K
|
-173
|
-3%
|
|
|
1041
|
Parallel Advisors
San Francisco,
California
|
$231K
|
-$16.1K
|
-328
|
-6%
|
|
|
1042
|
Allred Capital Management
Dallas,
Texas
|
$231K
|
+$16K
|
+326
|
+7%
|
|
|
1043
|
Grandfield & Dodd
New York
|
$230K
|
–
|
–
|
–
|
|
|
1044
|
Premier Asset Management
Chicago,
Illinois
|
$228K
|
-$148K
|
-3,000
|
-37%
|
|
|
1045
|
Coldstream Capital Management
Bellevue,
Washington
|
$226K
|
-$6.64K
|
-135
|
-3%
|
|
|
1046
|
Essex Financial Services
Essex,
Connecticut
|
$225K
|
+$2.31K
|
+47
|
+0.9%
|
|
|
1047
|
Neumann Capital Management
Foster City,
California
|
$224K
|
–
|
–
|
–
|
|
|
1048
|
Williams Jones Wealth Management
New York
|
$224K
|
–
|
–
|
–
|
|
|
1049
|
Laidlaw Wealth Management
New York City,
New York
|
$224K
|
+$30K
|
+611
|
+14%
|
|
|
1050
|
Straight Path Wealth Management
Jenison,
Michigan
|
$224K
|
+$246K
|
+5,000
|
New
|
|