|
1801
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$562K
|
-$478K
|
-19,058
|
-41%
|
|
|
1802
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$560K
|
-$144K
|
-5,748
|
-20%
|
|
|
1803
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$557K
|
–
|
–
|
–
|
|
|
1804
|
Kaizen Advisory
Wheaton,
Illinois
|
$557K
|
+$379K
|
+15,111
|
+192%
|
|
|
1805
|
Mirador Capital Partners
Pleasanton,
California
|
$556K
|
-$1.54M
|
-61,212
|
-73%
|
|
|
1806
|
Holt Capital Partners
Fort Worth,
Texas
|
$556K
|
+$40.7K
|
+1,621
|
+8%
|
|
|
1807
|
Grace Capital
Quincy,
Massachusetts
|
$555K
|
-$729K
|
-29,050
|
-56%
|
|
|
1808
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$554K
|
-$195K
|
-7,777
|
-25%
|
|
|
1809
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$552K
|
–
|
–
|
–
|
|
|
1810
|
|
$552K
|
–
|
–
|
–
|
|
|
1811
|
GSB Wealth Management
Guilford,
Connecticut
|
$550K
|
–
|
–
|
–
|
|
|
1812
|
Squar Milner Financial Services
Irvine,
California
|
$549K
|
-$39.7K
|
-1,580
|
-7%
|
|
|
1813
|
Sonata Capital Group
Seattle,
Washington
|
$549K
|
+$31.9K
|
+1,269
|
+6%
|
|
|
1814
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$549K
|
+$45.5K
|
+1,814
|
+9%
|
|
|
1815
|
SSI Investment Management
Los Angeles,
California
|
$549K
|
+$51.6K
|
+2,056
|
+10%
|
|
|
1816
|
Tradition Capital Management
Summit,
New Jersey
|
$547K
|
+$78.1K
|
+3,113
|
+16%
|
|
|
1817
|
Keeler Thomas Management
Orem,
Utah
|
$547K
|
+$82.4K
|
+3,283
|
+17%
|
|
|
1818
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$546K
|
–
|
–
|
–
|
|
|
1819
|
Karp Capital Management
Sausalito,
California
|
$545K
|
-$199K
|
-7,944
|
-26%
|
|
|
1820
|
Coldstream Capital Management
Bellevue,
Washington
|
$545K
|
-$90.5K
|
-3,607
|
-14%
|
|
|
1821
|
Boltwood Capital Management
Walnut Creek,
California
|
$545K
|
-$39.9K
|
-1,589
|
-7%
|
|
|
1822
|
Spring Creek Capital
Wichita,
Kansas
|
$545K
|
+$564K
|
+22,467
|
New
|
|
|
1823
|
Whitnell & Co
Oak Brook,
Illinois
|
$542K
|
+$88.5K
|
+3,527
|
+19%
|
|
|
1824
|
Thompson Investment Management
Madison,
Wisconsin
|
$542K
|
+$90.9K
|
+3,622
|
+19%
|
|
|
1825
|
Holocene Advisors
New York
|
$540K
|
+$559K
|
+22,266
|
New
|
|
