|
1001
|
|
$381K
|
–
|
–
|
–
|
|
|
1002
|
Shelton Capital Management
Denver,
Colorado
|
$377K
|
–
|
–
|
–
|
|
|
1003
|
Clarius Group LLC
Seattle,
Washington
|
$372K
|
-$31.7K
|
-162
|
-7%
|
|
|
1004
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$372K
|
+$977
|
+5
|
+0.2%
|
|
|
1005
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$367K
|
-$21M
|
-107,627
|
-98%
|
|
|
1006
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
1007
|
Berry Group
Worcester,
Massachusetts
|
$362K
|
+$391
|
+2
|
+0.1%
|
|
|
1008
|
Ridgewood Investments
Springfield,
New Jersey
|
$361K
|
-$195K
|
-1,000
|
-32%
|
|
|
1009
|
Physicians Financial Services
Raleigh,
North Carolina
|
$361K
|
–
|
–
|
–
|
|
|
1010
|
CFO4Life Group
Coppell,
Texas
|
$360K
|
-$44.5K
|
-228
|
-10%
|
|
|
1011
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$360K
|
-$5.86K
|
-30
|
-1%
|
|
|
1012
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$358K
|
+$104K
|
+532
|
+33%
|
|
|
1013
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$357K
|
+$36.1K
|
+185
|
+9%
|
|
|
1014
|
Aviance Capital Partners
Naples,
Florida
|
$352K
|
-$14.7K
|
-75
|
-3%
|
|
|
1015
|
Personal Capital Advisors
Redwood City,
California
|
$352K
|
+$31.7K
|
+162
|
+8%
|
|
|
1016
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$351K
|
+$7.82K
|
+40
|
+2%
|
|
|
1017
|
Financial Advisors
Andover,
Massachusetts
|
$349K
|
–
|
–
|
–
|
|
|
1018
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$349K
|
-$103K
|
-525
|
-20%
|
|
|
1019
|
SlateStone Wealth
Jupiter,
Florida
|
$345K
|
-$97.3K
|
-498
|
-19%
|
|
|
1020
|
Financial Advocates Investment Management
Olympia,
Washington
|
$344K
|
+$195
|
+1
|
+0%
|
|
|
1021
|
Transcend Capital Advisors
Madison,
New Jersey
|
$341K
|
+$5.08K
|
+26
|
+1%
|
|
|
1022
|
WMS Partners
Towson,
Maryland
|
$339K
|
–
|
–
|
–
|
|
|
1023
|
Horizon Bancorp
Michigan City,
Indiana
|
$336K
|
-$265K
|
-1,354
|
-40%
|
|
|
1024
|
Laidlaw Wealth Management
New York City,
New York
|
$335K
|
-$4.1K
|
-21
|
-1%
|
|
|
1025
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$334K
|
-$696K
|
-3,561
|
-64%
|
|
