|
1876
|
Matisse Capital
Portland,
Oregon
|
$239K
|
–
|
–
|
–
|
|
|
1877
|
Reyes Financial Architecture
San Diego,
California
|
$239K
|
+$245K
|
+996
|
New
|
|
|
1878
|
Wintrust Investments
Chicago,
Illinois
|
$239K
|
-$18.5K
|
-75
|
-7%
|
|
|
1879
|
Optivise Advisory Services
Franklin,
Tennessee
|
$239K
|
+$26.1K
|
+106
|
+12%
|
|
|
1880
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$238K
|
-$4.67K
|
-19
|
-2%
|
|
|
1881
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$237K
|
-$6.89K
|
-28
|
-3%
|
|
|
1882
|
Barclays
London,
United Kingdom
|
$237K
|
–
|
–
|
–
|
|
|
1883
|
Community Bank
Dewitt,
New York
|
$237K
|
–
|
–
|
–
|
|
|
1884
|
Sunbelt Securities
Houston,
Texas
|
$234K
|
+$132K
|
+536
|
+122%
|
|
|
1885
|
Kestra Investment Management
Austin,
Texas
|
$234K
|
+$240K
|
+975
|
New
|
|
|
1886
|
Crumly & Associates
Springfield,
Illinois
|
$233K
|
+$239K
|
+970
|
New
|
|
|
1887
|
EPIQ Capital Group
San Francisco,
California
|
$232K
|
+$1.48K
|
+6
|
+0.6%
|
|
|
1888
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$231K
|
-$52.7K
|
-214
|
-18%
|
|
|
1889
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$231K
|
+$246
|
+1
|
+0.1%
|
|
|
1890
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$231K
|
–
|
–
|
–
|
|
|
1891
|
First Financial Bankshares
Abilene,
Texas
|
$230K
|
+$236K
|
+959
|
New
|
|
|
1892
|
GFG Capital
Miami,
Florida
|
$229K
|
+$235K
|
+954
|
New
|
|
|
1893
|
Sunpointe
St. Louis,
Missouri
|
$229K
|
+$234K
|
+953
|
New
|
|
|
1894
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$229K
|
-$24.6K
|
-100
|
-10%
|
|
|
1895
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$229K
|
+$234K
|
+951
|
New
|
|
|
1896
|
Breakwater Investment Management
Seattle,
Washington
|
$229K
|
–
|
–
|
–
|
|
|
1897
|
Capasso Planning Partners
Charleston,
South Carolina
|
$228K
|
-$1.56M
|
-6,343
|
-87%
|
|
|
1898
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$227K
|
+$233K
|
+945
|
New
|
|
|
1899
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$226K
|
-$5.17K
|
-21
|
-2%
|
|
|
1900
|
Stokes Family Office
New Orleans,
Louisiana
|
$225K
|
–
|
–
|
–
|
|
