|
51
|
Matisse Capital
Portland,
Oregon
|
$470K
|
-$295K
|
-23,356
|
-38%
|
|
|
52
|
Altman Advisors
Chicago,
Illinois
|
$468K
|
-$1.81M
|
-143,006
|
-98%
|
|
|
53
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$451K
|
–
|
–
|
–
|
|
|
54
|
St. James Investment Company
Southlake,
Texas
|
$334K
|
-$186K
|
-14,742
|
-35%
|
|
|
55
|
Transform Wealth
Greenwood Village,
Colorado
|
$334K
|
-$63.1K
|
-5,000
|
-16%
|
|
|
56
|
Doliver Advisors
Houston,
Texas
|
$332K
|
+$52.8K
|
+4,180
|
+18%
|
|
|
57
|
HeadInvest LLC
Portland,
Maine
|
$323K
|
–
|
–
|
–
|
|
|
58
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$310K
|
–
|
–
|
–
|
|
|
59
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$307K
|
–
|
–
|
–
|
|
|
60
|
LPL Financial
San Diego,
California
|
$306K
|
+$20.4K
|
+1,612
|
+7%
|
|
|
61
|
|
$299K
|
+$109K
|
+8,598
|
+55%
|
|
|
62
|
IFG Advisory
Atlanta,
Georgia
|
$281K
|
+$77.6K
|
+6,150
|
+37%
|
|
|
63
|
Millennium Management
New York
|
$279K
|
+$45.1K
|
+3,574
|
+19%
|
|
|
64
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$278K
|
+$1.87K
|
+148
|
+0.7%
|
|
|
65
|
Shufro Rose & Co
New York
|
$273K
|
–
|
–
|
–
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$271K
|
–
|
–
|
–
|
|
|
67
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$268K
|
-$78.6K
|
-6,225
|
-22%
|
|
|
68
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$261K
|
+$4.25K
|
+337
|
+2%
|
|
|
69
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$252K
|
+$77.6K
|
+6,144
|
+43%
|
|
|
70
|
|
$251K
|
+$9.47K
|
+750
|
+4%
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$248K
|
-$105K
|
-8,328
|
-29%
|
|
|
72
|
M&T Bank
Buffalo,
New York
|
$231K
|
+$88
|
+7
|
+0%
|
|
|
73
|
Arete Wealth Advisors
Chicago,
Illinois
|
$226K
|
+$156K
|
+12,341
|
+205%
|
|
|
74
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$221K
|
+$21.6K
|
+1,712
|
+11%
|
|
|
75
|
Cahill Financial Advisors
Edina,
Minnesota
|
$215K
|
+$38.6K
|
+3,056
|
+21%
|
|
