|
551
|
Callan Capital
La Jolla,
California
|
$251K
|
+$251K
|
+5,000
|
New
|
|
|
552
|
Vivaldi Capital Management
Chicago,
Illinois
|
$250K
|
-$19.8K
|
-395
|
-7%
|
|
|
553
|
Brasada Capital Management
Houston,
Texas
|
$248K
|
-$424K
|
-8,453
|
-63%
|
|
|
554
|
CPWM LLC
Seattle,
Washington
|
$247K
|
-$2.51K
|
-50
|
-1%
|
|
|
555
|
Seelaus Asset Management
Chatham,
New Jersey
|
$246K
|
-$18.1K
|
-360
|
-7%
|
|
|
556
|
TrueWealth Advisors
Birmingham,
Alabama
|
$246K
|
+$3.97K
|
+79
|
+2%
|
|
|
557
|
Cabot Wealth Management
Salem,
Massachusetts
|
$245K
|
-$17.4K
|
-346
|
-7%
|
|
|
558
|
Insight Advisors
Newtown,
Pennsylvania
|
$244K
|
-$3.31K
|
-66
|
-1%
|
|
|
559
|
CFM Wealth Partners
Austin,
Texas
|
$244K
|
–
|
–
|
–
|
|
|
560
|
Horizon Investments
Charlotte,
North Carolina
|
$244K
|
+$245K
|
+4,881
|
New
|
|
|
561
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$243K
|
-$270K
|
-5,386
|
-53%
|
|
|
562
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$241K
|
-$33.6K
|
-669
|
-12%
|
|
|
563
|
Confluence Investment Management
St. Louis,
Missouri
|
$239K
|
–
|
–
|
–
|
|
|
564
|
Level Four Advisory Services
Dallas,
Texas
|
$239K
|
+$13.8K
|
+275
|
+6%
|
|
|
565
|
Woodward Diversified Capital
Bakersfield,
California
|
$234K
|
-$41.1K
|
-819
|
-15%
|
|
|
566
|
Efficient Advisors
Mason,
Ohio
|
$233K
|
-$4.97K
|
-99
|
-2%
|
|
|
567
|
Lake Street Private Wealth
Chicago,
Illinois
|
$232K
|
-$9.74K
|
-194
|
-4%
|
|
|
568
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$231K
|
+$231K
|
+4,601
|
New
|
|
|
569
|
Weatherly Asset Management
Del Mar,
California
|
$229K
|
–
|
–
|
–
|
|
|
570
|
RBA Wealth Management
Newport Beach,
California
|
$227K
|
-$301
|
-6
|
-0.1%
|
|
|
571
|
Seaside Wealth Management
Carlsbad,
California
|
$226K
|
+$1.36K
|
+27
|
+0.6%
|
|
|
572
|
|
$224K
|
+$213K
|
+4,233
|
+1,832%
|
|
|
573
|
Carmel Capital Partners
San Diego,
California
|
$219K
|
–
|
–
|
–
|
|
|
574
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$219K
|
+$218K
|
+4,349
|
New
|
|
|
575
|
Essex Savings Bank
Essex,
Connecticut
|
$217K
|
-$5.88K
|
-117
|
-3%
|
|
