|
1601
|
Matisse Capital
Portland,
Oregon
|
$209K
|
–
|
–
|
–
|
|
|
1602
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$209K
|
–
|
–
|
–
|
|
|
1603
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$209K
|
+$220K
|
+1,107
|
New
|
|
|
1604
|
Wallace Capital Management
Dallas,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
1605
|
One Capital Management
Westlake Village,
California
|
$206K
|
+$14.9K
|
+75
|
+7%
|
|
|
1606
|
Lake Point Wealth Management
Rockwall,
Texas
|
$206K
|
+$216K
|
+1,090
|
New
|
|
|
1607
|
Sonora Investment Management
Tucson,
Arizona
|
$204K
|
+$59.6K
|
+300
|
+38%
|
|
|
1608
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$203K
|
-$54.2K
|
-273
|
-20%
|
|
|
1609
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$202K
|
-$32.8K
|
-165
|
-13%
|
|
|
1610
|
Squar Milner Financial Services
Irvine,
California
|
$202K
|
–
|
–
|
–
|
|
|
1611
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$202K
|
+$14.1K
|
+71
|
+7%
|
|
|
1612
|
BOK Financial Private Wealth
Denver,
Colorado
|
$201K
|
+$211K
|
+1,065
|
New
|
|
|
1613
|
Prospera Financial Services
Dallas,
Texas
|
$200K
|
+$10.3K
|
+52
|
+5%
|
|
|
1614
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$198K
|
+$9.53K
|
+48
|
+5%
|
|
|
1615
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$195K
|
+$8.14K
|
+41
|
+4%
|
|
|
1616
|
TrueWealth LLC
Atlanta,
Georgia
|
$194K
|
-$35.7K
|
-180
|
-15%
|
|
|
1617
|
Proficio Capital Partners
Newton,
Massachusetts
|
$191K
|
+$6.35K
|
+32
|
+3%
|
|
|
1618
|
Cacti Asset Management
Atlanta,
Georgia
|
$189K
|
–
|
–
|
–
|
|
|
1619
|
Claro Advisors
Boston,
Massachusetts
|
$185K
|
+$165K
|
+832
|
New
|
|
|
1620
|
First Financial Corp
Terre Haute,
Indiana
|
$181K
|
–
|
–
|
–
|
|
|
1621
|
Paradigm Asset Management
New York
|
$179K
|
-$9.93K
|
-50
|
-5%
|
|
|
1622
|
EII Capital Management
New York
|
$175K
|
–
|
–
|
–
|
|
|
1623
|
CX Institutional
Auburn,
Indiana
|
$173K
|
+$182K
|
+916
|
New
|
|
|
1624
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$173K
|
+$182K
|
+917
|
New
|
|
|
1625
|
|
$173K
|
+$182K
|
+917
|
New
|
|
