|
1601
|
Westwood Wealth Management
Los Angeles,
California
|
$575K
|
-$93.5K
|
-859
|
-17%
|
|
|
1602
|
New Republic Capital
Charlotte,
North Carolina
|
$575K
|
+$17.1K
|
+157
|
+4%
|
|
|
1603
|
Procyon Advisors
Shelton,
Connecticut
|
$574K
|
-$110K
|
-1,013
|
-20%
|
|
|
1604
|
Coastline Trust
Providence,
Rhode Island
|
$572K
|
-$274K
|
-2,514
|
-38%
|
|
|
1605
|
Trillium Asset Management
Boston,
Massachusetts
|
$572K
|
+$16.8K
|
+154
|
+4%
|
|
|
1606
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$572K
|
+$65.6K
|
+603
|
+18%
|
|
|
1607
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$572K
|
-$29.4K
|
-270
|
-6%
|
|
|
1608
|
Center for Financial Planning
Southfied,
Michigan
|
$568K
|
+$95.7K
|
+879
|
+28%
|
|
|
1609
|
Means Investment Company
Bangor,
Maine
|
$568K
|
+$130K
|
+1,194
|
+42%
|
|
|
1610
|
DDFG Inc
Thousand Oaks,
California
|
$568K
|
–
|
–
|
–
|
|
|
1611
|
Harbor Advisors
West Palm Beach,
Florida
|
$568K
|
–
|
–
|
–
|
|
|
1612
|
|
$568K
|
+$435K
|
+4,000
|
New
|
|
|
1613
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$568K
|
+$435K
|
+4,000
|
New
|
|
|
1614
|
Providence First Trust
Scottsdale,
Arizona
|
$567K
|
–
|
–
|
–
|
|
|
1615
|
Petros Family Wealth
Bloomington,
Minnesota
|
$567K
|
+$23K
|
+211
|
+6%
|
|
|
1616
|
Bigelow Investment Advisors
Portland,
Maine
|
$566K
|
+$20.1K
|
+185
|
+5%
|
|
|
1617
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$563K
|
+$432K
|
+3,965
|
New
|
|
|
1618
|
Stokes Family Office
New Orleans,
Louisiana
|
$562K
|
-$544
|
-5
|
-0.1%
|
|
|
1619
|
Severin Investments
St. Louis,
Missouri
|
$559K
|
-$3.16K
|
-29
|
-0.7%
|
|
|
1620
|
Trek Financial
Scottsdale,
Arizona
|
$558K
|
+$72.4K
|
+665
|
+20%
|
|
|
1621
|
Smith, Moore & Co
Clayton,
Missouri
|
$556K
|
+$183K
|
+1,679
|
+75%
|
|
|
1622
|
BOS Asset Management
Springfield,
Illinois
|
$555K
|
+$426K
|
+3,910
|
New
|
|
|
1623
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$555K
|
+$130K
|
+1,191
|
+44%
|
|
|
1624
|
SCS Capital Management
Boston,
Massachusetts
|
$553K
|
-$104K
|
-955
|
-20%
|
|
|
1625
|
Brasada Capital Management
Houston,
Texas
|
$552K
|
+$435K
|
+4,000
|
New
|
|
