|
626
|
Clare Market Investments
Dallas,
Texas
|
$1.2M
|
-$185K
|
-1,355
|
-14%
|
|
|
627
|
Lido Advisors
Los Angeles,
California
|
$1.19M
|
+$177K
|
+1,302
|
+18%
|
|
|
628
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.19M
|
+$1.17M
|
+8,599
|
New
|
|
|
629
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.19M
|
+$5.31K
|
+39
|
+0.5%
|
|
|
630
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.18M
|
-$930K
|
-6,825
|
Closed
|
|
|
631
|
Gradient Capital Advisors
San Diego,
California
|
$1.18M
|
+$86.9K
|
+638
|
+8%
|
|
|
632
|
Cooper Financial Group
Irvine,
California
|
$1.18M
|
+$869K
|
+6,384
|
+299%
|
|
|
633
|
Palouse Capital Management
Spokane,
Washington
|
$1.17M
|
+$44.3K
|
+325
|
+4%
|
|
|
634
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.17M
|
+$200K
|
+1,467
|
+21%
|
|
|
635
|
Klingenstein Fields & Co
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
636
|
Sunbelt Securities
Houston,
Texas
|
$1.17M
|
+$367K
|
+2,698
|
+47%
|
|
|
637
|
Johnson Midwest Financial
Glidden,
Iowa
|
$1.17M
|
+$1.15M
|
+8,450
|
New
|
|
|
638
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.16M
|
-$3.92M
|
-28,819
|
-77%
|
|
|
639
|
B&D White Capital Company
Lakeway,
Texas
|
$1.16M
|
+$1.14M
|
+8,363
|
New
|
|
|
640
|
TFG Advisers
Auburn Hills,
Michigan
|
$1.13M
|
+$6.54K
|
+48
|
+0.6%
|
|
|
641
|
Hayden Royal
Charlotte,
North Carolina
|
$1.13M
|
-$2.51M
|
-18,396
|
-69%
|
|
|
642
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.11M
|
–
|
–
|
–
|
|
|
643
|
Webster Bank
Waterbury,
Connecticut
|
$1.11M
|
–
|
–
|
–
|
|
|
644
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.1M
|
+$81.4K
|
+598
|
+8%
|
|
|
645
|
Two Sigma Securities
New York
|
$1.1M
|
+$1.08M
|
+7,939
|
New
|
|
|
646
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.09M
|
+$5.72K
|
+42
|
+0.5%
|
|
|
647
|
First Foundation Advisors
Irvine,
California
|
$1.08M
|
-$258K
|
-1,894
|
-19%
|
|
|
648
|
1ST Source Bank
South Bend,
Indiana
|
$1.08M
|
+$28.3K
|
+208
|
+3%
|
|
|
649
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.07M
|
-$286K
|
-2,103
|
-21%
|
|
|
650
|
Country Club Trust
Kansas City,
Missouri
|
$1.06M
|
-$104K
|
-760
|
-9%
|
|
