|
3301
|
Summitry LLC
Foster City,
California
|
$263K
|
-$40K
|
-50
|
-15%
|
|
|
3302
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$263K
|
-$11.2K
|
-14
|
-5%
|
|
|
3303
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$263K
|
-$6.4K
|
-8
|
-3%
|
|
|
3304
|
Commons Capital
Needham,
Massachusetts
|
$262K
|
+$232K
|
+290
|
New
|
|
|
3305
|
Charles Schwab Trust
Henderson,
Nevada
|
$262K
|
+$231K
|
+289
|
New
|
|
|
3306
|
Rockbridge Investment Management
Syracuse,
New York
|
$261K
|
–
|
–
|
–
|
|
|
3307
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$261K
|
+$230K
|
+288
|
New
|
|
|
3308
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$261K
|
-$130K
|
-162
|
-36%
|
|
|
3309
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$261K
|
+$230K
|
+288
|
New
|
|
|
3310
|
Objectivity Squared
Charleston,
South Carolina
|
$260K
|
–
|
–
|
–
|
|
|
3311
|
Investment Advisory Services
The Woodlands,
Texas
|
$260K
|
+$19.2K
|
+24
|
+9%
|
|
|
3312
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$260K
|
–
|
–
|
–
|
|
|
3313
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$260K
|
+$230K
|
+287
|
New
|
|
|
3314
|
Tobias Financial Advisors
Plantation,
Florida
|
$260K
|
+$230K
|
+287
|
New
|
|
|
3315
|
NDWM LLC
La Jolla,
California
|
$259K
|
–
|
–
|
–
|
|
|
3316
|
Mason Investment Advisory Services
Reston,
Virginia
|
$258K
|
+$12.8K
|
+16
|
+6%
|
|
|
3317
|
Lafayette Investments
Ashton,
Maryland
|
$258K
|
-$32K
|
-40
|
-12%
|
|
|
3318
|
XR Securities
Chicago,
Illinois
|
$258K
|
-$854K
|
-1,068
|
-79%
|
|
|
3319
|
|
$258K
|
–
|
–
|
–
|
|
|
3320
|
Mattern Capital Management
Lakewood,
Colorado
|
$258K
|
–
|
–
|
–
|
|
|
3321
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$258K
|
+$228K
|
+285
|
New
|
|
|
3322
|
BCK Partners
Corning,
New York
|
$257K
|
+$227K
|
+284
|
New
|
|
|
3323
|
RiverFront Investment Group
Richmond,
Virginia
|
$256K
|
+$226K
|
+283
|
New
|
|
|
3324
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$255K
|
+$2.4K
|
+3
|
+1%
|
|
|
3325
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$254K
|
–
|
–
|
–
|
|
