|
801
|
Diversify Advisory Services
Sandy,
Utah
|
$351K
|
+$111K
|
+2,029
|
+40%
|
|
|
802
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$351K
|
+$349K
|
+6,368
|
New
|
|
|
803
|
Cypress Asset Management
Houston,
Texas
|
$350K
|
–
|
–
|
–
|
|
|
804
|
Union Savings Bank
Litchfield,
Connecticut
|
$350K
|
-$79.9K
|
-1,460
|
-19%
|
|
|
805
|
Siemens Fonds Invest
Munich,
Germany
|
$349K
|
+$24.9K
|
+455
|
+8%
|
|
|
806
|
Stonegate Investment Group
Birmingham,
Alabama
|
$346K
|
+$5.15K
|
+94
|
+2%
|
|
|
807
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$345K
|
+$219
|
+4
|
+0.1%
|
|
|
808
|
Napa Wealth Management
Napa,
California
|
$342K
|
+$1.42K
|
+26
|
+0.4%
|
|
|
809
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$342K
|
+$140K
|
+2,551
|
+62%
|
|
|
810
|
Trust Asset Management
Houston,
Texas
|
$341K
|
-$9.63K
|
-176
|
-3%
|
|
|
811
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$341K
|
-$15.3K
|
-279
|
-4%
|
|
|
812
|
Formidable Asset Management
Cincinnati,
Ohio
|
$339K
|
–
|
–
|
–
|
|
|
813
|
Matthew Hamilton Rosenberg
|
$339K
|
+$5.25K
|
+96
|
+2%
|
|
|
814
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$334K
|
+$9.03K
|
+165
|
+3%
|
|
|
815
|
LifeSteps Financial
Claremont,
California
|
$334K
|
+$25.3K
|
+462
|
+8%
|
|
|
816
|
Ascent Group
Virginia Beach,
Virginia
|
$333K
|
-$91.4K
|
-1,670
|
-22%
|
|
|
817
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$331K
|
–
|
–
|
–
|
|
|
818
|
Matrix Private Capital Group
New York
|
$331K
|
-$186K
|
-3,390
|
-36%
|
|
|
819
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
820
|
Corient IA
Miami,
Florida
|
$331K
|
+$328K
|
+6,000
|
New
|
|
|
821
|
Hollencrest Capital Management
Newport Beach,
California
|
$330K
|
–
|
–
|
–
|
|
|
822
|
MBB Public Markets
Chicago,
Illinois
|
$329K
|
+$327K
|
+5,965
|
New
|
|
|
823
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$328K
|
-$19.4K
|
-354
|
-6%
|
|
|
824
|
Security Financial Services
Fort Wayne,
Indiana
|
$327K
|
+$44.8K
|
+819
|
+16%
|
|
|
825
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$326K
|
-$7.94K
|
-145
|
-2%
|
|
