|
2051
|
Shufro Rose & Co
New York
|
$312K
|
-$55.4K
|
-1,000
|
-14%
|
|
|
2052
|
Baystate Wealth Management
Boston,
Massachusetts
|
$312K
|
+$1.11K
|
+20
|
+0.3%
|
|
|
2053
|
Monte Financial Group
Guilford,
Connecticut
|
$312K
|
+$11.1K
|
+200
|
+3%
|
|
|
2054
|
Sustainable Insight Capital Management
New York
|
$311K
|
–
|
–
|
–
|
|
|
2055
|
CSS LLC
Chicago,
Illinois
|
$311K
|
+$333K
|
+6,000
|
New
|
|
|
2056
|
Smart Portfolios LLC
Seattle,
Washington
|
$311K
|
+$333K
|
+6,000
|
New
|
|
|
2057
|
Winch Advisory Services
Appleton,
Wisconsin
|
$307K
|
-$122K
|
-2,200
|
-27%
|
|
|
2058
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$306K
|
+$327K
|
+5,900
|
New
|
|
|
2059
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$305K
|
–
|
–
|
–
|
|
|
2060
|
Strategic Financial Services
Utica,
New York
|
$305K
|
+$67.6K
|
+1,220
|
+26%
|
|
|
2061
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$305K
|
+$245K
|
+4,420
|
+303%
|
|
|
2062
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$304K
|
-$5.54K
|
-100
|
-2%
|
|
|
2063
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$302K
|
+$74.3K
|
+1,340
|
+30%
|
|
|
2064
|
BigSur Wealth Management
Miami,
Florida
|
$302K
|
+$323K
|
+5,820
|
New
|
|
|
2065
|
Allworth Financial
Folsom,
California
|
$301K
|
+$7.76K
|
+140
|
+2%
|
|
|
2066
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$300K
|
-$3.33K
|
-60
|
-1%
|
|
|
2067
|
Kaizen Advisory
Wheaton,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
2068
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$299K
|
-$53.2K
|
-960
|
-14%
|
|
|
2069
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$299K
|
+$14.4K
|
+260
|
+5%
|
|
|
2070
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$298K
|
+$318K
|
+5,740
|
New
|
|
|
2071
|
Maple Capital Management
Montpelier,
Vermont
|
$297K
|
+$25.5K
|
+460
|
+9%
|
|
|
2072
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$296K
|
+$316K
|
+5,700
|
New
|
|
|
2073
|
Cheviot Value Management
Beverly Hills,
California
|
$295K
|
+$14.4K
|
+260
|
+5%
|
|
|
2074
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$295K
|
+$34.4K
|
+620
|
+12%
|
|
|
2075
|
Berkeley Capital Partners
Milton,
Georgia
|
$293K
|
+$8.87K
|
+160
|
+3%
|
|
