|
976
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$320K
|
+$290K
|
+84
|
New
|
|
|
977
|
WD Rutherford
Portland,
Oregon
|
$320K
|
–
|
–
|
–
|
|
|
978
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$316K
|
+$58.7K
|
+17
|
+26%
|
|
|
979
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$316K
|
+$3.45K
|
+1
|
+1%
|
|
|
980
|
Compass Capital Corp
Braintree,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
981
|
Copperleaf Capital
Raleigh,
North Carolina
|
$313K
|
–
|
–
|
–
|
|
|
982
|
one8zero8 LLC
Greensboro,
North Carolina
|
$313K
|
–
|
–
|
–
|
|
|
983
|
Parcion Private Wealth
Bellevue,
Washington
|
$313K
|
–
|
–
|
–
|
|
|
984
|
Iconiq Capital
San Francisco,
California
|
$313K
|
+$44.9K
|
+13
|
+19%
|
|
|
985
|
Diversified Enterprises
Wilmington,
Delaware
|
$313K
|
+$283K
|
+82
|
New
|
|
|
986
|
Financial Counselors Inc
Overland Park,
Kansas
|
$309K
|
+$279K
|
+81
|
New
|
|
|
987
|
Holt Capital Partners
Fort Worth,
Texas
|
$305K
|
–
|
–
|
–
|
|
|
988
|
TCP Asset Management
Columbus,
Ohio
|
$305K
|
–
|
–
|
–
|
|
|
989
|
Kendall Capital Management
Rockville,
Maryland
|
$305K
|
+$6.9K
|
+2
|
+3%
|
|
|
990
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$302K
|
-$10.4K
|
-3
|
-4%
|
|
|
991
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$301K
|
+$273K
|
+79
|
New
|
|
|
992
|
Farmers Trust Company
Youngstown,
Ohio
|
$297K
|
-$4.88M
|
-1,414
|
-95%
|
|
|
993
|
Crewe Advisors
Salt Lake City,
Utah
|
$297K
|
–
|
–
|
–
|
|
|
994
|
Concentrum Wealth Management
San Jose,
California
|
$297K
|
+$269K
|
+78
|
New
|
|
|
995
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$297K
|
+$269K
|
+78
|
New
|
|
|
996
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$297K
|
+$269K
|
+78
|
New
|
|
|
997
|
GSA Capital Partners
London,
United Kingdom
|
$297K
|
-$542K
|
-157
|
-67%
|
|
|
998
|
UMB Bank
Kansas City,
Missouri
|
$294K
|
+$27.6K
|
+8
|
+12%
|
|
|
999
|
McLean Asset Management
Tysons,
Virginia
|
$292K
|
+$3.45K
|
+1
|
+1%
|
|
|
1000
|
Fisher Asset Management
Camas,
Washington
|
$291K
|
+$20.7K
|
+6
|
+9%
|
|
