|
826
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$351K
|
–
|
–
|
–
|
|
|
827
|
Csenge Advisory Group
Clearwater,
Florida
|
$351K
|
+$12.7K
|
+58
|
+4%
|
|
|
828
|
Clearstead Advisors
Cleveland,
Ohio
|
$351K
|
+$57K
|
+261
|
+19%
|
|
|
829
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$344K
|
-$862K
|
-3,949
|
-71%
|
|
|
830
|
Probabilities Fund Management
White Plains,
New York
|
$342K
|
–
|
–
|
–
|
|
|
831
|
Murphy Capital Management
Bedminster,
New Jersey
|
$339K
|
–
|
–
|
–
|
|
|
832
|
Lee Financial
Dallas,
Texas
|
$337K
|
–
|
–
|
–
|
|
|
833
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$333K
|
-$50.4K
|
-231
|
-13%
|
|
|
834
|
Berkeley Capital Partners
Milton,
Georgia
|
$333K
|
-$19.6K
|
-90
|
-5%
|
|
|
835
|
Regions Financial Corp
Birmingham,
Alabama
|
$332K
|
-$110K
|
-502
|
-24%
|
|
|
836
|
Weybosset Research & Management
Province,
Rhode Island
|
$332K
|
+$21.8K
|
+100
|
+7%
|
|
|
837
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$327K
|
+$437
|
+2
|
+0.1%
|
|
|
838
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$325K
|
-$406K
|
-1,862
|
-55%
|
|
|
839
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$322K
|
-$85.6K
|
-392
|
-20%
|
|
|
840
|
Checchi Capital Advisers
Beverly Hills,
California
|
$322K
|
-$14K
|
-64
|
-4%
|
|
|
841
|
Alesco Advisors
Pittsford,
New York
|
$321K
|
-$9.82K
|
-45
|
-3%
|
|
|
842
|
Anchor Investment Management
Columbia,
South Carolina
|
$321K
|
-$8.73K
|
-40
|
-3%
|
|
|
843
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$319K
|
+$331K
|
+1,515
|
New
|
|
|
844
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
845
|
AssetMark Inc
Concord,
California
|
$316K
|
-$3.26M
|
-14,947
|
-91%
|
|
|
846
|
RiverGlades Family Offices
Naples,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
847
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$316K
|
+$21.8K
|
+100
|
+7%
|
|
|
848
|
Derby & Company
Newton,
Massachusetts
|
$316K
|
+$52.2K
|
+239
|
+19%
|
|
|
849
|
GSB Wealth Management
Guilford,
Connecticut
|
$316K
|
+$327K
|
+1,500
|
New
|
|
|
850
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$315K
|
–
|
–
|
–
|
|
