|
1601
|
Pegasus Partners
Mequon,
Wisconsin
|
$594K
|
+$40.9K
|
+486
|
+6%
|
|
|
1602
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$594K
|
+$88.8K
|
+1,056
|
+15%
|
|
|
1603
|
CFO4Life Group
Coppell,
Texas
|
$593K
|
-$168
|
-2
|
-0%
|
|
|
1604
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$586K
|
+$339K
|
+4,025
|
+91%
|
|
|
1605
|
RMR Wealth Builders
Montclair,
New Jersey
|
$585K
|
+$223K
|
+2,657
|
+49%
|
|
|
1606
|
CoreCommodity Management
Stamford,
Connecticut
|
$585K
|
+$379K
|
+4,504
|
+124%
|
|
|
1607
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$585K
|
+$468K
|
+5,559
|
+217%
|
|
|
1608
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$585K
|
+$684K
|
+8,131
|
New
|
|
|
1609
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$583K
|
-$149K
|
-1,769
|
-18%
|
|
|
1610
|
Israel Discount Bank of New York
New York
|
$582K
|
-$27.6K
|
-328
|
-4%
|
|
|
1611
|
Apriem Advisors
Irvine,
California
|
$582K
|
-$26.7K
|
-317
|
-4%
|
|
|
1612
|
Wintrust Investments
Chicago,
Illinois
|
$580K
|
-$95.9K
|
-1,140
|
-12%
|
|
|
1613
|
Barbara Oil Co
Chicago,
Illinois
|
$576K
|
–
|
–
|
–
|
|
|
1614
|
|
$575K
|
+$672K
|
+7,987
|
New
|
|
|
1615
|
Opus Capital Group
Cincinnati,
Ohio
|
$570K
|
-$82.8K
|
-985
|
-11%
|
|
|
1616
|
Rice Partnership
Honolulu,
Hawaii
|
$570K
|
–
|
–
|
–
|
|
|
1617
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$570K
|
+$666K
|
+7,916
|
New
|
|
|
1618
|
McDaniel Terry & Co
Austin,
Texas
|
$569K
|
+$925
|
+11
|
+0.1%
|
|
|
1619
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$569K
|
+$665K
|
+7,909
|
New
|
|
|
1620
|
SFMG Wealth Advisors
Plano,
Texas
|
$568K
|
+$81.3K
|
+967
|
+14%
|
|
|
1621
|
Abbot Financial Management
Andover,
Massachusetts
|
$567K
|
-$4.37K
|
-52
|
-0.7%
|
|
|
1622
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$562K
|
–
|
–
|
–
|
|
|
1623
|
Relative Value Partners Group
|
$561K
|
+$122K
|
+1,450
|
+23%
|
|
|
1624
|
SkyOak Wealth
Southfield,
Michigan
|
$559K
|
+$70.6K
|
+839
|
+12%
|
|
|
1625
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$558K
|
+$13.6K
|
+162
|
+2%
|
|
