|
1601
|
Seven Post Investment Office
San Francisco,
California
|
$220K
|
–
|
–
|
–
|
|
|
1602
|
HCR Wealth Advisors
Los Angeles,
California
|
$220K
|
+$9.93K
|
+50
|
+4%
|
|
|
1603
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$219K
|
+$231K
|
+1,161
|
New
|
|
|
1604
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$218K
|
–
|
–
|
–
|
|
|
1605
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$217K
|
–
|
–
|
–
|
|
|
1606
|
M Holdings Securities
Portland,
Oregon
|
$216K
|
-$35.1K
|
-177
|
-13%
|
|
|
1607
|
McDaniel Terry & Co
Austin,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
1608
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
1609
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$213K
|
+$993
|
+5
|
+0.4%
|
|
|
1610
|
Hamel Associates
Chatham,
New Jersey
|
$211K
|
-$39.7K
|
-200
|
-15%
|
|
|
1611
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$210K
|
+$36.1K
|
+182
|
+20%
|
|
|
1612
|
Financial Gravity Companies
Lakeway,
Texas
|
$210K
|
+$195K
|
+980
|
New
|
|
|
1613
|
Matisse Capital
Portland,
Oregon
|
$209K
|
–
|
–
|
–
|
|
|
1614
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$209K
|
–
|
–
|
–
|
|
|
1615
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$209K
|
+$220K
|
+1,107
|
New
|
|
|
1616
|
Wallace Capital Management
Dallas,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
1617
|
One Capital Management
Westlake Village,
California
|
$206K
|
+$14.9K
|
+75
|
+7%
|
|
|
1618
|
Lake Point Wealth Management
Rockwall,
Texas
|
$206K
|
+$216K
|
+1,090
|
New
|
|
|
1619
|
Sonora Investment Management
Tucson,
Arizona
|
$204K
|
+$59.6K
|
+300
|
+38%
|
|
|
1620
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$203K
|
-$54.2K
|
-273
|
-20%
|
|
|
1621
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$202K
|
-$32.8K
|
-165
|
-13%
|
|
|
1622
|
Squar Milner Financial Services
Irvine,
California
|
$202K
|
–
|
–
|
–
|
|
|
1623
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$202K
|
+$14.1K
|
+71
|
+7%
|
|
|
1624
|
BOK Financial Private Wealth
Denver,
Colorado
|
$201K
|
+$211K
|
+1,065
|
New
|
|
|
1625
|
Prospera Financial Services
Dallas,
Texas
|
$200K
|
+$10.3K
|
+52
|
+5%
|
|
