|
226
|
IEQ Capital
Foster City,
California
|
$575K
|
–
|
–
|
–
|
|
|
227
|
Mattern Capital Management
Lakewood,
Colorado
|
$561K
|
–
|
–
|
–
|
|
|
228
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$552K
|
+$556K
|
+11,828
|
New
|
|
|
229
|
Ingalls & Snyder LLC
New York
|
$545K
|
-$12.1K
|
-257
|
-2%
|
|
|
230
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$540K
|
+$303K
|
+6,440
|
+125%
|
|
|
231
|
Opus Capital Group
Cincinnati,
Ohio
|
$538K
|
+$22.3K
|
+474
|
+4%
|
|
|
232
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$525K
|
-$10K
|
-213
|
-2%
|
|
|
233
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$517K
|
+$157K
|
+3,342
|
+43%
|
|
|
234
|
Northern Trust
Chicago,
Illinois
|
$512K
|
+$516K
|
+10,977
|
New
|
|
|
235
|
Arlington Partners
Birmingham,
Alabama
|
$508K
|
–
|
–
|
–
|
|
|
236
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$495K
|
–
|
–
|
–
|
|
|
237
|
Osterweis Capital Management
San Francisco,
California
|
$488K
|
–
|
–
|
–
|
|
|
238
|
Advisory Alpha
Holland,
Michigan
|
$486K
|
-$124K
|
-2,632
|
-20%
|
|
|
239
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$470K
|
-$124K
|
-2,636
|
-21%
|
|
|
240
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$464K
|
–
|
–
|
–
|
|
|
241
|
Intrua Financial
Houston,
Texas
|
$461K
|
-$32.3K
|
-687
|
-6%
|
|
|
242
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$449K
|
+$7.42K
|
+158
|
+2%
|
|
|
243
|
Oppenheimer & Co
New York
|
$439K
|
-$4.84K
|
-103
|
-1%
|
|
|
244
|
Tocqueville Asset Management
New York
|
$438K
|
–
|
–
|
–
|
|
|
245
|
HB Wealth Management
Atlanta,
Georgia
|
$436K
|
–
|
–
|
–
|
|
|
246
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$436K
|
–
|
–
|
–
|
|
|
247
|
Cable Hill Partners
Portland,
Oregon
|
$424K
|
+$35.2K
|
+749
|
+9%
|
|
|
248
|
Affinity Capital Advisors
Berkeley,
California
|
$423K
|
+$426K
|
+9,067
|
New
|
|
|
249
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$418K
|
+$109K
|
+2,314
|
+35%
|
|
|
250
|
Kestra Private Wealth Services
Austin,
Texas
|
$416K
|
-$325K
|
-6,920
|
-44%
|
|
