|
501
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$2.27M
|
+$383K
|
+4,971
|
+20%
|
|
|
502
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$2.22M
|
-$546K
|
-7,091
|
-20%
|
|
|
503
|
Waypoint Wealth Partners
Mill Valley,
California
|
$2.21M
|
+$2.22M
|
+28,839
|
New
|
|
|
504
|
Callan Capital
La Jolla,
California
|
$2.21M
|
+$1.85K
|
+24
|
+0.1%
|
|
|
505
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.2M
|
-$709K
|
-9,197
|
-24%
|
|
|
506
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$2.15M
|
-$101K
|
-1,316
|
-4%
|
|
|
507
|
Marcum Wealth
Cleveland,
Ohio
|
$2.14M
|
-$176K
|
-2,290
|
-8%
|
|
|
508
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.14M
|
+$181K
|
+2,353
|
+9%
|
|
|
509
|
Veritable
Wilmington,
Delaware
|
$2.14M
|
–
|
–
|
–
|
|
|
510
|
Applied Capital
Little Rock,
Arkansas
|
$2.14M
|
+$64.4K
|
+836
|
+3%
|
|
|
511
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.14M
|
+$2.14M
|
+27,820
|
New
|
|
|
512
|
CPWM LLC
Seattle,
Washington
|
$2.12M
|
-$2.5M
|
-32,508
|
-54%
|
|
|
513
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.1M
|
-$19.1M
|
-247,300
|
-90%
|
|
|
514
|
Titleist Capital
San Antonio,
Texas
|
$2.1M
|
+$1.56M
|
+20,235
|
+284%
|
|
|
515
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.08M
|
-$220K
|
-2,859
|
-10%
|
|
|
516
|
Country Club Bank
Kansas City,
Missouri
|
$2.06M
|
-$74.3K
|
-965
|
-3%
|
|
|
517
|
Naples Global Advisors
Naples,
Florida
|
$2.05M
|
+$8.24K
|
+107
|
+0.4%
|
|
|
518
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.05M
|
+$446K
|
+5,787
|
+28%
|
|
|
519
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$2.04M
|
-$6.32K
|
-82
|
-0.3%
|
|
|
520
|
Seizert Capital Partners
Birmingham,
Michigan
|
$2.03M
|
-$110K
|
-1,431
|
-5%
|
|
|
521
|
Steward Partners Investment Advisory
New York
|
$2.01M
|
+$37.7K
|
+489
|
+2%
|
|
|
522
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$2M
|
-$77.3M
|
-1,003,395
|
-97%
|
|
|
523
|
Mengis Capital Management
Portland,
Oregon
|
$1.99M
|
+$1.6M
|
+20,820
|
+410%
|
|
|
524
|
Mattern Capital Management
Lakewood,
Colorado
|
$1.98M
|
-$119K
|
-1,547
|
-6%
|
|
|
525
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.98M
|
+$1.79M
|
+23,209
|
+890%
|
|
