|
601
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$317K
|
–
|
–
|
–
|
|
|
602
|
Global Retirement Partners
San Rafael,
California
|
$317K
|
-$75.5K
|
-732
|
-17%
|
|
|
603
|
McRae Capital Management
Morristown,
New Jersey
|
$316K
|
+$516
|
+5
|
+0.1%
|
|
|
604
|
Fund Management at Engine No 1
San Francisco,
California
|
$314K
|
-$159K
|
-1,541
|
-31%
|
|
|
605
|
InterOcean Capital Group
Nashville,
Tennessee
|
$305K
|
-$3.09K
|
-30
|
-0.9%
|
|
|
606
|
Boston Trust Walden
Boston,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
607
|
Carr Financial Group
Worcester,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
608
|
Horizon Investments
Charlotte,
North Carolina
|
$301K
|
+$82.8K
|
+803
|
+32%
|
|
|
609
|
Strategy Asset Managers
Pasadena,
California
|
$298K
|
+$59K
|
+572
|
+21%
|
|
|
610
|
Main Street Research
Lakeville,
Connecticut
|
$296K
|
–
|
–
|
–
|
|
|
611
|
Aveo Capital Partners
Englewood,
Colorado
|
$296K
|
–
|
–
|
–
|
|
|
612
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
613
|
Cullen Capital Management
New York
|
$294K
|
+$333K
|
+3,226
|
New
|
|
|
614
|
Lido Advisors
Los Angeles,
California
|
$291K
|
+$21.2K
|
+206
|
+7%
|
|
|
615
|
Douglass Winthrop Advisors
New York
|
$290K
|
–
|
–
|
–
|
|
|
616
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$288K
|
-$7.63K
|
-74
|
-2%
|
|
|
617
|
Sompo Asset Management
Tokyo,
Japan
|
$288K
|
+$79.4K
|
+770
|
+32%
|
|
|
618
|
Moran Wealth Management
Naples,
Florida
|
$286K
|
-$29.5K
|
-286
|
-8%
|
|
|
619
|
Cable Hill Partners
Portland,
Oregon
|
$284K
|
+$26.5K
|
+257
|
+9%
|
|
|
620
|
Howland Capital Management
Boston,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
621
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$282K
|
-$134K
|
-1,303
|
-30%
|
|
|
622
|
Aureus Asset Management
Boston,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
623
|
Howard Capital Management Group
Los Angeles,
California
|
$281K
|
+$20.8K
|
+202
|
+7%
|
|
|
624
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$278K
|
-$11K
|
-107
|
-3%
|
|
|
625
|
Williams Jones Wealth Management
New York
|
$276K
|
-$16.5M
|
-159,726
|
-98%
|
|
