|
501
|
Doliver Advisors
Houston,
Texas
|
$225K
|
+$219K
|
+1,125
|
New
|
|
|
502
|
WESPAC Advisors
Orinda,
California
|
$225K
|
+$219K
|
+1,125
|
New
|
|
|
503
|
Doheny Asset Management
Los Angeles,
California
|
$222K
|
–
|
–
|
–
|
|
|
504
|
Cutler Group
San Francisco,
California
|
$220K
|
+$131K
|
+673
|
+158%
|
|
|
505
|
Tiverton Asset Management
Wilimington,
Delaware
|
$219K
|
-$86.7K
|
-445
|
-29%
|
|
|
506
|
CIBC World Market
Toronto,
Ontario, Canada
|
$217K
|
-$1.24M
|
-6,357
|
-85%
|
|
|
507
|
LifePlan Financial Group
Dayton,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
508
|
Verity Asset Management
Durham,
North Carolina
|
$216K
|
+$210K
|
+1,080
|
New
|
|
|
509
|
Private Wealth Partners
Mill Valley,
California
|
$212K
|
-$54.5K
|
-280
|
-21%
|
|
|
510
|
Pitcairn
Conshohocken,
Pennsylvania
|
$212K
|
-$8.38K
|
-43
|
-4%
|
|
|
511
|
Pacific Center for Financial Services
San Ramon,
California
|
$211K
|
–
|
–
|
–
|
|
|
512
|
Penobscot Investment Management
Boston,
Massachusetts
|
$209K
|
-$158K
|
-810
|
-44%
|
|
|
513
|
WBH Advisory
Baltimore,
Maryland
|
$209K
|
–
|
–
|
–
|
|
|
514
|
|
$208K
|
-$195
|
-1
|
-0.1%
|
|
|
515
|
TLP Group
Evanston,
Illinois
|
$208K
|
+$202K
|
+1,036
|
New
|
|
|
516
|
Clarius Group LLC
Seattle,
Washington
|
$207K
|
–
|
–
|
–
|
|
|
517
|
Shelton Capital Management
Denver,
Colorado
|
$207K
|
–
|
–
|
–
|
|
|
518
|
Willow Creek Wealth Management
Sebastopol,
California
|
$205K
|
+$199K
|
+1,023
|
New
|
|
|
519
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$200K
|
–
|
–
|
–
|
|
|
520
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$200K
|
+$194K
|
+996
|
New
|
|
|
521
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$182K
|
+$72.5K
|
+372
|
+69%
|
|
|
522
|
Anchor Investment Management
Columbia,
South Carolina
|
$180K
|
+$156K
|
+800
|
+800%
|
|
|
523
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$180K
|
+$117K
|
+600
|
+200%
|
|
|
524
|
Alpha Windward
Westwood,
Massachusetts
|
$178K
|
+$10.7K
|
+55
|
+7%
|
|
|
525
|
First Interstate Bank
Billings,
Montana
|
$178K
|
+$119K
|
+610
|
+218%
|
|
