|
1301
|
Sonata Capital Group
Seattle,
Washington
|
$648K
|
-$46.1K
|
-175
|
-7%
|
|
|
1302
|
Tarbox Family Office
Newport Beach,
California
|
$647K
|
–
|
–
|
–
|
|
|
1303
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$647K
|
+$580K
|
+2,200
|
New
|
|
|
1304
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$646K
|
+$32.1K
|
+122
|
+6%
|
|
|
1305
|
Perigon Wealth Management
San Francisco,
California
|
$646K
|
+$129K
|
+491
|
+29%
|
|
|
1306
|
|
$644K
|
–
|
–
|
–
|
|
|
1307
|
Montecito Bank & Trust
Santa Barbara,
California
|
$640K
|
-$102K
|
-387
|
-15%
|
|
|
1308
|
BSW Wealth Partners
Boulder,
Colorado
|
$638K
|
+$177K
|
+670
|
+45%
|
|
|
1309
|
Mather Group
Chicago,
Illinois
|
$637K
|
-$22.7K
|
-86
|
-4%
|
|
|
1310
|
Homrich & Berg
Atlanta,
Georgia
|
$637K
|
+$68.2K
|
+259
|
+14%
|
|
|
1311
|
Blue Square Asset Management
New York
|
$636K
|
+$357K
|
+1,354
|
+168%
|
|
|
1312
|
Maryland Capital Management
Towson,
Maryland
|
$632K
|
-$147K
|
-558
|
-21%
|
|
|
1313
|
GW & Wade
Wellesley,
Massachusetts
|
$629K
|
+$11.3K
|
+43
|
+2%
|
|
|
1314
|
Smith, Moore & Co
Clayton,
Missouri
|
$629K
|
+$22.7K
|
+86
|
+4%
|
|
|
1315
|
Bison Wealth
Atlanta,
Georgia
|
$629K
|
+$25.3K
|
+96
|
+5%
|
|
|
1316
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$628K
|
+$9.48K
|
+36
|
+2%
|
|
|
1317
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$617K
|
+$540K
|
+2,050
|
New
|
|
|
1318
|
RhumbLine Advisers
Boston,
Massachusetts
|
$616K
|
-$2.3M
|
-8,717
|
-81%
|
|
|
1319
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$608K
|
+$151K
|
+573
|
+38%
|
|
|
1320
|
Oberweis Asset Management
Lisle,
Illinois
|
$607K
|
-$8.97M
|
-34,030
|
-94%
|
|
|
1321
|
North Star Investment Management
Chicago,
Illinois
|
$607K
|
-$1.32K
|
-5
|
-0.2%
|
|
|
1322
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$598K
|
+$71.1K
|
+270
|
+15%
|
|
|
1323
|
Champlain Investment Partners
Burlington,
Vermont
|
$597K
|
+$100K
|
+380
|
+23%
|
|
|
1324
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$593K
|
+$34.3K
|
+130
|
+7%
|
|
|
1325
|
Gateway Advisory
Westfield,
New Jersey
|
$592K
|
-$263K
|
-1,000
|
-33%
|
|
