|
601
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$580K
|
-$7.97K
|
-285
|
-1%
|
|
|
602
|
Global Endowment Management
Charlotte,
North Carolina
|
$579K
|
–
|
–
|
–
|
|
|
603
|
CPWM LLC
Seattle,
Washington
|
$571K
|
+$18K
|
+642
|
+3%
|
|
|
604
|
Arax Advisory Partners
Denver,
Colorado
|
$564K
|
-$82.1K
|
-2,935
|
-13%
|
|
|
605
|
SeaCrest Wealth Management
Purchase,
New York
|
$564K
|
-$24.8K
|
-885
|
-4%
|
|
|
606
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$562K
|
-$22.6K
|
-809
|
-4%
|
|
|
607
|
Oppenheimer Asset Management
New York
|
$561K
|
+$335K
|
+11,982
|
+143%
|
|
|
608
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$558K
|
-$90.8K
|
-3,244
|
-14%
|
|
|
609
|
Neuberger Berman Group
New York
|
$556K
|
-$156K
|
-5,570
|
-22%
|
|
|
610
|
Grace Capital
Quincy,
Massachusetts
|
$551K
|
-$663K
|
-23,690
|
-54%
|
|
|
611
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$546K
|
+$8.42K
|
+301
|
+2%
|
|
|
612
|
Sterling Investment Management
Tucson,
Arizona
|
$541K
|
-$23.8K
|
-850
|
-4%
|
|
|
613
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$540K
|
-$69.9K
|
-2,498
|
-11%
|
|
|
614
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$539K
|
+$133K
|
+4,771
|
+32%
|
|
|
615
|
The Family Firm
Bethesda,
Maryland
|
$536K
|
-$28
|
-1
|
-0%
|
|
|
616
|
Brown Advisory Securities
Baltimore,
Maryland
|
$535K
|
–
|
–
|
–
|
|
|
617
|
Merit Financial Group
Alpharetta,
Georgia
|
$535K
|
+$25.2K
|
+901
|
+5%
|
|
|
618
|
Formidable Asset Management
Cincinnati,
Ohio
|
$531K
|
+$137K
|
+4,912
|
+35%
|
|
|
619
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$528K
|
-$35.2K
|
-1,259
|
-6%
|
|
|
620
|
Lumina Fund Management
New York
|
$527K
|
-$7.02M
|
-250,800
|
-93%
|
|
|
621
|
Trellus Management Company
Delray Beach,
Florida
|
$524K
|
+$532K
|
+19,000
|
New
|
|
|
622
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$515K
|
-$37.4K
|
-1,338
|
-7%
|
|
|
623
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$511K
|
+$122K
|
+4,367
|
+31%
|
|
|
624
|
New Capital Management
Houston,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
625
|
Truist Financial
Charlotte,
North Carolina
|
$505K
|
-$33.5K
|
-1,196
|
-6%
|
|
