|
201
|
Principal Securities
Des Moines,
Iowa
|
$309K
|
-$906K
|
-8,625
|
-74%
|
|
|
202
|
Sand Hill Global Advisors
Palo Alto,
California
|
$307K
|
+$310K
|
+2,949
|
New
|
|
|
203
|
Optivise Advisory Services
Franklin,
Tennessee
|
$304K
|
+$9.98K
|
+95
|
+3%
|
|
|
204
|
Prudent Investors Network
Lake Forest,
California
|
$302K
|
–
|
–
|
–
|
|
|
205
|
Creative Planning
Overland Park,
Kansas
|
$302K
|
-$192K
|
-1,825
|
-39%
|
|
|
206
|
|
$299K
|
–
|
–
|
–
|
|
|
207
|
GAMMA Investing
Foster City,
California
|
$295K
|
+$85.5K
|
+814
|
+40%
|
|
|
208
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$293K
|
+$296K
|
+2,814
|
New
|
|
|
209
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$291K
|
-$48.1K
|
-458
|
-14%
|
|
|
210
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$290K
|
-$15.3K
|
-146
|
-5%
|
|
|
211
|
SageView Advisory Group
Newport Beach,
California
|
$288K
|
–
|
–
|
–
|
|
|
212
|
&Partners
Nashville,
Tennessee
|
$286K
|
+$289K
|
+2,746
|
New
|
|
|
213
|
Natural Investments
Windsor,
California
|
$281K
|
+$284K
|
+2,700
|
New
|
|
|
214
|
Lazard Asset Management
New York
|
$278K
|
–
|
–
|
–
|
|
|
215
|
WinCap Financial
Boston,
Massachusetts
|
$273K
|
+$276K
|
+2,622
|
New
|
|
|
216
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$271K
|
+$274K
|
+2,603
|
New
|
|
|
217
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$252K
|
–
|
–
|
–
|
|
|
218
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
219
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$242K
|
+$244K
|
+2,322
|
New
|
|
|
220
|
|
$229K
|
-$315
|
-3
|
-0.1%
|
|
|
221
|
D.A. Davidson & Co
Great Falls,
Montana
|
$224K
|
-$41.3K
|
-393
|
-15%
|
|
|
222
|
Graypoint LLC
Albany,
New York
|
$221K
|
-$7.36K
|
-70
|
-3%
|
|
|
223
|
Perigon Wealth Management
San Francisco,
California
|
$212K
|
-$497K
|
-4,727
|
-70%
|
|
|
224
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$205K
|
-$40.8K
|
-388
|
-16%
|
|
|
225
|
Empirical Wealth Management
Seattle,
Washington
|
$203K
|
+$736
|
+7
|
+0.4%
|
|
