|
3326
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.5M
|
+$114K
|
+1,124
|
+10%
|
|
|
3327
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.5M
|
-$599K
|
-5,925
|
-33%
|
|
|
3328
|
Parkside Investments
Deerfield,
Illinois
|
$1.49M
|
-$293K
|
-2,900
|
-19%
|
|
|
3329
|
Mendel Capital Management
Little Rock,
Arkansas
|
$1.49M
|
+$76.1K
|
+753
|
+7%
|
|
|
3330
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.49M
|
-$5.21M
|
-51,486
|
-81%
|
|
|
3331
|
Morling Financial Advisors
Fremont,
California
|
$1.49M
|
-$225K
|
-2,228
|
-16%
|
|
|
3332
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$1.49M
|
+$11.9K
|
+118
|
+1%
|
|
|
3333
|
Indie Asset Partners
Carmel,
Indiana
|
$1.49M
|
+$312K
|
+3,086
|
+35%
|
|
|
3334
|
Shearwater Capital
Denver,
Colorado
|
$1.48M
|
–
|
–
|
–
|
|
|
3335
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.48M
|
+$97.8K
|
+967
|
+9%
|
|
|
3336
|
Aspire Capital Advisors
Seattle,
Washington
|
$1.48M
|
+$8.59K
|
+85
|
+0.7%
|
|
|
3337
|
Epic Trust Investment Advisors
Richland,
Washington
|
$1.48M
|
+$67K
|
+663
|
+6%
|
|
|
3338
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$1.48M
|
+$40.4K
|
+400
|
+3%
|
|
|
3339
|
HighVista Strategies
Boston,
Massachusetts
|
$1.48M
|
+$1.21M
|
+12,000
|
New
|
|
|
3340
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.48M
|
+$54.6K
|
+540
|
+5%
|
|
|
3341
|
Members Trust
Tampa,
Florida
|
$1.47M
|
+$81.4K
|
+805
|
+7%
|
|
|
3342
|
JDM Financial Group
Austin,
Texas
|
$1.47M
|
-$134K
|
-1,329
|
-11%
|
|
|
3343
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$1.47M
|
+$481K
|
+4,753
|
+66%
|
|
|
3344
|
Elser Financial Planning
Indianapolis,
Indiana
|
$1.47M
|
+$1.2M
|
+11,911
|
New
|
|
|
3345
|
Independent Investors Inc
Nesconset,
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
3346
|
Hilltop Partners
Mishawaka,
Indiana
|
$1.47M
|
+$106K
|
+1,047
|
+10%
|
|
|
3347
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.47M
|
+$964K
|
+9,535
|
+404%
|
|
|
3348
|
Osterweis Capital Management
San Francisco,
California
|
$1.47M
|
-$200K
|
-1,975
|
-14%
|
|
|
3349
|
Retirement Capital Strategies
San Jose,
California
|
$1.46M
|
+$9.61K
|
+95
|
+0.8%
|
|
|
3350
|
AXQ Capital
Jersey City,
New Jersey
|
$1.46M
|
-$524K
|
-5,180
|
-30%
|
|
