|
1101
|
BSW Wealth Partners
Boulder,
Colorado
|
$255K
|
+$23K
|
+226
|
+9%
|
|
|
1102
|
Parsec Financial Management
Asheville,
North Carolina
|
$253K
|
+$276K
|
+2,709
|
New
|
|
|
1103
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
1104
|
Natixis Investment Managers International
Paris,
France
|
$251K
|
–
|
–
|
–
|
|
|
1105
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$250K
|
–
|
–
|
–
|
|
|
1106
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$249K
|
+$271K
|
+2,664
|
New
|
|
|
1107
|
Sandler Capital Management
New York
|
$248K
|
+$15.3K
|
+150
|
+6%
|
|
|
1108
|
Colonial Trust
Spartanburg,
South Carolina
|
$247K
|
+$269K
|
+2,642
|
New
|
|
|
1109
|
Old Port Advisors
Portland,
Maine
|
$246K
|
-$11.2K
|
-110
|
-4%
|
|
|
1110
|
Norwood Financial
Honesdale,
Pennsylvania
|
$246K
|
–
|
–
|
–
|
|
|
1111
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$244K
|
–
|
–
|
–
|
|
|
1112
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$243K
|
-$14.3M
|
-140,000
|
-98%
|
|
|
1113
|
West Family Investments
Carlsbad,
California
|
$243K
|
-$19.3K
|
-189
|
-7%
|
|
|
1114
|
Heron Financial Group
New York
|
$243K
|
–
|
–
|
–
|
|
|
1115
|
Meyer Handelman Company
Rye Brook,
New York
|
$243K
|
–
|
–
|
–
|
|
|
1116
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$242K
|
–
|
–
|
–
|
|
|
1117
|
Leavell Investment Management
Mobile,
Alabama
|
$238K
|
–
|
–
|
–
|
|
|
1118
|
Northwest Bancshares
Warren,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
1119
|
Latitude Advisors
Vero Beach,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
1120
|
Hartline Investment Corp
Winnetka,
Illinois
|
$235K
|
+$255K
|
+2,507
|
New
|
|
|
1121
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$234K
|
–
|
–
|
–
|
|
|
1122
|
Venture Visionary Partners
Sylvania,
Ohio
|
$233K
|
-$579K
|
-5,680
|
-69%
|
|
|
1123
|
WBH Advisory
Baltimore,
Maryland
|
$233K
|
–
|
–
|
–
|
|
|
1124
|
Grassi Investment Management
Santa Clara,
California
|
$232K
|
-$400K
|
-3,925
|
-61%
|
|
|
1125
|
EPIQ Partners
Minneapolis,
Minnesota
|
$232K
|
–
|
–
|
–
|
|
