|
1801
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$310K
|
+$342K
|
+2,570
|
New
|
|
|
1802
|
Baker Avenue Asset Management
San Francisco,
California
|
$308K
|
-$445K
|
-3,350
|
-58%
|
|
|
1803
|
Ferris Capital
Marlborough,
Massachusetts
|
$308K
|
+$6.38K
|
+48
|
+2%
|
|
|
1804
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$304K
|
-$1.28M
|
-9,614
|
-80%
|
|
|
1805
|
AMI Asset Management
Los Angeles,
California
|
$304K
|
+$46.9K
|
+353
|
+17%
|
|
|
1806
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$304K
|
-$996K
|
-7,494
|
-75%
|
|
|
1807
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$302K
|
-$114K
|
-854
|
-26%
|
|
|
1808
|
Members Trust
Tampa,
Florida
|
$302K
|
-$21.3K
|
-160
|
-6%
|
|
|
1809
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$302K
|
-$7.98K
|
-60
|
-2%
|
|
|
1810
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$302K
|
-$2.13K
|
-16
|
-0.7%
|
|
|
1811
|
Wharton Business Group
Malvern,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
1812
|
Willow Creek Wealth Management
Sebastopol,
California
|
$302K
|
+$6.25K
|
+47
|
+2%
|
|
|
1813
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$300K
|
-$1.53M
|
-11,540
|
-83%
|
|
|
1814
|
Abacus Planning Group
Columbia,
South Carolina
|
$299K
|
-$68.9K
|
-518
|
-18%
|
|
|
1815
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$299K
|
+$15.2K
|
+114
|
+5%
|
|
|
1816
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$299K
|
+$319K
|
+2,400
|
New
|
|
|
1817
|
Bluefin Capital Management
New York
|
$298K
|
-$636K
|
-4,784
|
-67%
|
|
|
1818
|
Ironwood Financial
Tucson,
Arizona
|
$298K
|
–
|
–
|
–
|
|
|
1819
|
Private Wealth Strategies
New Albany,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
1820
|
Bridgeway Capital Management
Houston,
Texas
|
$298K
|
+$318K
|
+2,392
|
New
|
|
|
1821
|
Y-Intercept (HK)
Hong Kong
|
$297K
|
-$762K
|
-5,734
|
-71%
|
|
|
1822
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$297K
|
+$798
|
+6
|
+0.3%
|
|
|
1823
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$296K
|
-$713K
|
-5,365
|
-69%
|
|
|
1824
|
Encompass Wealth Advisors
Portland,
Oregon
|
$296K
|
-$1.6K
|
-12
|
-0.5%
|
|
|
1825
|
Liberty Capital Management
Birmingham,
Michigan
|
$296K
|
–
|
–
|
–
|
|
