|
601
|
One Capital Management
Westlake Village,
California
|
$743K
|
+$723K
|
+10,904
|
New
|
|
|
602
|
Freestone Capital Holdings
Seattle,
Washington
|
$743K
|
+$128K
|
+1,936
|
+16%
|
|
|
603
|
Fiduciary Alliance
Greenville,
South Carolina
|
$733K
|
-$1.72M
|
-25,982
|
-65%
|
|
|
604
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$731K
|
–
|
–
|
–
|
|
|
605
|
Compass Financial Management
Tampa,
Florida
|
$729K
|
+$902K
|
+13,602
|
New
|
|
|
606
|
First Trust Advisors
Wheaton,
Illinois
|
$726K
|
-$995
|
-15
|
-0.1%
|
|
|
607
|
Focused Alpha LLC
Denver,
Colorado
|
$725K
|
-$34.4K
|
-519
|
-4%
|
|
|
608
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$722K
|
-$94.3K
|
-1,423
|
-10%
|
|
|
609
|
Madison Wealth Partners
Madison,
Wisconsin
|
$720K
|
+$32.8K
|
+494
|
+4%
|
|
|
610
|
S.A. Mason
Holland,
Michigan
|
$718K
|
+$31.4K
|
+474
|
+4%
|
|
|
611
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$718K
|
-$870K
|
-13,119
|
-49%
|
|
|
612
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$717K
|
-$174K
|
-2,630
|
-16%
|
|
|
613
|
TD Private Client Wealth
New York
|
$716K
|
-$1.73M
|
-26,124
|
-66%
|
|
|
614
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$716K
|
-$2.98K
|
-45
|
-0.3%
|
|
|
615
|
RiverGlades Family Offices
Naples,
Florida
|
$714K
|
+$79.6K
|
+1,200
|
+10%
|
|
|
616
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$713K
|
-$301K
|
-4,543
|
-25%
|
|
|
617
|
Everest Financial Group
Minneapolis,
Minnesota
|
$708K
|
-$47.4K
|
-715
|
-5%
|
|
|
618
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$704K
|
-$66.3K
|
-1,000
|
-7%
|
|
|
619
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$704K
|
-$1.13K
|
-17
|
-0.1%
|
|
|
620
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$700K
|
–
|
–
|
–
|
|
|
621
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$699K
|
-$6.63K
|
-100
|
-0.8%
|
|
|
622
|
Durante & Waters
Brewster,
New York
|
$697K
|
–
|
–
|
–
|
|
|
623
|
Creative Financial Designs
Kokomo,
Indiana
|
$696K
|
+$183K
|
+2,760
|
+27%
|
|
|
624
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$694K
|
-$5.11K
|
-77
|
-0.6%
|
|
|
625
|
CX Institutional
Auburn,
Indiana
|
$691K
|
-$13.2K
|
-199
|
-2%
|
|
