|
801
|
Sonata Capital Group
Seattle,
Washington
|
$264K
|
–
|
–
|
–
|
|
|
802
|
Matrix Asset Advisors
White Plains,
New York
|
$264K
|
+$13.5K
|
+163
|
+5%
|
|
|
803
|
Spinnaker Trust
Portland,
Maine
|
$263K
|
–
|
–
|
–
|
|
|
804
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$263K
|
+$166
|
+2
|
+0.1%
|
|
|
805
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$262K
|
-$19.3K
|
-233
|
-7%
|
|
|
806
|
First Merchants Corp
Muncie,
Indiana
|
$262K
|
-$9.2K
|
-111
|
-3%
|
|
|
807
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$260K
|
+$994
|
+12
|
+0.4%
|
|
|
808
|
Legacy Private Trust
Neenah,
Wisconsin
|
$257K
|
+$55K
|
+664
|
+27%
|
|
|
809
|
Canandaigua National Corp
Canandaigua,
New York
|
$256K
|
–
|
–
|
–
|
|
|
810
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$254K
|
-$76.4K
|
-922
|
-23%
|
|
|
811
|
Cerity Partners OCIO
New York
|
$254K
|
+$254K
|
+3,066
|
New
|
|
|
812
|
Krilogy Financial
St. Louis,
Missouri
|
$252K
|
-$278K
|
-3,351
|
-52%
|
|
|
813
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$252K
|
+$31.5K
|
+380
|
+14%
|
|
|
814
|
Corrigan Financial
Middletown,
Rhode Island
|
$252K
|
+$252K
|
+3,036
|
New
|
|
|
815
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$251K
|
-$1.84M
|
-22,181
|
-88%
|
|
|
816
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$249K
|
–
|
–
|
–
|
|
|
817
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$249K
|
+$4.89K
|
+59
|
+2%
|
|
|
818
|
Hobart Private Capital
Charlotte,
North Carolina
|
$248K
|
-$59.5K
|
-718
|
-19%
|
|
|
819
|
Intersect Capital
San Ramon,
California
|
$248K
|
–
|
–
|
–
|
|
|
820
|
Smith Anglin Financial
Dallas,
Texas
|
$248K
|
+$247K
|
+2,987
|
New
|
|
|
821
|
Elm Advisors
Burlingame,
California
|
$248K
|
+$248K
|
+2,992
|
New
|
|
|
822
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$248K
|
+$248K
|
+2,997
|
New
|
|
|
823
|
Landaas & Company
Milwaukee,
Wisconsin
|
$246K
|
–
|
–
|
–
|
|
|
824
|
TFO Wealth Partners
Maumee,
Ohio
|
$245K
|
+$215K
|
+2,595
|
+711%
|
|
|
825
|
Bath Savings Trust
Bath,
Maine
|
$245K
|
+$245K
|
+2,961
|
New
|
|
