|
1026
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$230K
|
+$225K
|
+1,518
|
New
|
|
|
1027
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$229K
|
–
|
–
|
–
|
|
|
1028
|
Everhart Financial Group
Dublin,
Ohio
|
$229K
|
-$12.1K
|
-82
|
-5%
|
|
|
1029
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$229K
|
–
|
–
|
–
|
|
|
1030
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$228K
|
+$593
|
+4
|
+0.3%
|
|
|
1031
|
Spinnaker Investment Group
Newport Beach,
California
|
$228K
|
-$10.7K
|
-72
|
-5%
|
|
|
1032
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$227K
|
+$223K
|
+1,503
|
New
|
|
|
1033
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$227K
|
–
|
–
|
–
|
|
|
1034
|
Tompkins Financial
Ithaca,
New York
|
$227K
|
–
|
–
|
–
|
|
|
1035
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$226K
|
-$37.8K
|
-255
|
-15%
|
|
|
1036
|
Patton Fund Management
Dallas,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
1037
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$225K
|
-$2.52K
|
-17
|
-1%
|
|
|
1038
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$225K
|
–
|
–
|
–
|
|
|
1039
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$225K
|
+$444
|
+3
|
+0.2%
|
|
|
1040
|
Arrowroot Family Office
Marina Del Rey,
California
|
$225K
|
-$122K
|
-822
|
-36%
|
|
|
1041
|
Hantz Financial Services
Southfield,
Michigan
|
$225K
|
+$49.8K
|
+336
|
+29%
|
|
|
1042
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$225K
|
-$158K
|
-1,069
|
-42%
|
|
|
1043
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$224K
|
–
|
–
|
–
|
|
|
1044
|
Ingalls & Snyder LLC
New York
|
$224K
|
–
|
–
|
–
|
|
|
1045
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$224K
|
–
|
–
|
–
|
|
|
1046
|
Bogart Wealth LLC
Mclean,
Virginia
|
$223K
|
-$1.63K
|
-11
|
-0.7%
|
|
|
1047
|
Simplicity Wealth
Summit,
New Jersey
|
$222K
|
+$7.11K
|
+48
|
+3%
|
|
|
1048
|
GHP Investment Advisors
Denver,
Colorado
|
$222K
|
+$741
|
+5
|
+0.3%
|
|
|
1049
|
Tortoise Investment Management
White Plains,
New York
|
$221K
|
+$593
|
+4
|
+0.3%
|
|
|
1050
|
Carret Asset Management
New York
|
$221K
|
-$18.4K
|
-124
|
-8%
|
|
