|
1401
|
Douglas Lane & Associates
New York
|
$517K
|
-$6.19K
|
-51
|
-1%
|
|
|
1402
|
PDS Planning
Dublin,
Ohio
|
$514K
|
+$20.1K
|
+166
|
+4%
|
|
|
1403
|
Park Edge Advisors
Cleveland,
Ohio
|
$514K
|
+$504K
|
+4,153
|
New
|
|
|
1404
|
Truvestments Capital
Sarasota,
Florida
|
$512K
|
+$12.5K
|
+103
|
+3%
|
|
|
1405
|
CMG Global Holdings
Plano,
Texas
|
$510K
|
–
|
–
|
–
|
|
|
1406
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$509K
|
+$46.1K
|
+380
|
+10%
|
|
|
1407
|
Diversify Wealth Management
Sandy,
Utah
|
$506K
|
-$11.9K
|
-98
|
-2%
|
|
|
1408
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$506K
|
-$1.18M
|
-9,688
|
-70%
|
|
|
1409
|
McCollum Christoferson Group
Amherst,
New York
|
$505K
|
+$495K
|
+4,079
|
New
|
|
|
1410
|
Holocene Advisors
New York
|
$504K
|
-$7.3M
|
-60,144
|
-94%
|
|
|
1411
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$504K
|
-$10.3K
|
-85
|
-2%
|
|
|
1412
|
BXM Wealth
Englewood,
Colorado
|
$503K
|
+$156K
|
+1,288
|
+46%
|
|
|
1413
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$502K
|
-$10.6K
|
-87
|
-2%
|
|
|
1414
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$501K
|
+$2.31K
|
+19
|
+0.5%
|
|
|
1415
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$501K
|
–
|
–
|
–
|
|
|
1416
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$501K
|
+$45.3K
|
+373
|
+10%
|
|
|
1417
|
Waddell & Associates
Memphis,
Tennessee
|
$497K
|
+$41.5K
|
+342
|
+9%
|
|
|
1418
|
One Capital Management
Westlake Village,
California
|
$496K
|
–
|
–
|
–
|
|
|
1419
|
Bayforest Capital
London,
United Kingdom
|
$495K
|
+$158K
|
+1,302
|
+48%
|
|
|
1420
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$494K
|
+$26.3K
|
+217
|
+6%
|
|
|
1421
|
Westmount Partners
Los Angeles,
California
|
$494K
|
-$2.79K
|
-23
|
-0.6%
|
|
|
1422
|
Peak Financial Advisors
Denver,
Colorado
|
$493K
|
+$19.7K
|
+162
|
+4%
|
|
|
1423
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$493K
|
+$32.9K
|
+271
|
+7%
|
|
|
1424
|
Tiemann Investment Advisors
Menlo Park,
California
|
$488K
|
–
|
–
|
–
|
|
|
1425
|
McDonough Capital Management
Orlando,
Florida
|
$486K
|
-$25.8K
|
-213
|
-5%
|
|
