|
1201
|
Trexquant Investment
Stamford,
Connecticut
|
$816K
|
+$821K
|
+15,981
|
New
|
|
|
1202
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$810K
|
-$106K
|
-2,061
|
-12%
|
|
|
1203
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$807K
|
+$257K
|
+5,004
|
+46%
|
|
|
1204
|
St. James Investment Advisors
Port Jefferson,
New York
|
$807K
|
+$812K
|
+15,812
|
New
|
|
|
1205
|
Morton Capital Management
Calabasas,
California
|
$803K
|
+$808K
|
+15,731
|
New
|
|
|
1206
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$801K
|
+$100K
|
+1,953
|
+14%
|
|
|
1207
|
Segment Wealth Management
Houston,
Texas
|
$800K
|
–
|
–
|
–
|
|
|
1208
|
Disciplined Investments
Tulsa,
Oklahoma
|
$799K
|
+$39.7K
|
+773
|
+5%
|
|
|
1209
|
Davidson Trust Company
Seattle,
Washington
|
$791K
|
+$41.6K
|
+811
|
+6%
|
|
|
1210
|
Capital World Investors
Los Angeles,
California
|
$790K
|
+$794K
|
+15,462
|
New
|
|
|
1211
|
Ironwood Financial
Tucson,
Arizona
|
$789K
|
+$402K
|
+7,820
|
+102%
|
|
|
1212
|
Howland Capital Management
Boston,
Massachusetts
|
$788K
|
–
|
–
|
–
|
|
|
1213
|
Golden State Wealth Management
Santa Ana,
California
|
$787K
|
+$32.1K
|
+625
|
+4%
|
|
|
1214
|
Detalus Advisors
St. Louis,
Missouri
|
$786K
|
+$64.6K
|
+1,258
|
+9%
|
|
|
1215
|
Stone Asset Management
Austin,
Texas
|
$784K
|
+$788K
|
+15,356
|
New
|
|
|
1216
|
Mason Investment Advisory Services
Reston,
Virginia
|
$776K
|
+$113K
|
+2,195
|
+17%
|
|
|
1217
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$776K
|
-$2.57K
|
-50
|
-0.3%
|
|
|
1218
|
YorkBridge Wealth Partners
New York
|
$773K
|
–
|
–
|
–
|
|
|
1219
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$773K
|
+$7.09K
|
+138
|
+0.9%
|
|
|
1220
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$771K
|
+$355K
|
+6,915
|
+79%
|
|
|
1221
|
Frank Rimerman Advisors
Palo Alto,
California
|
$769K
|
–
|
–
|
–
|
|
|
1222
|
AJ Wealth Strategies
New York
|
$764K
|
+$77.2K
|
+1,504
|
+11%
|
|
|
1223
|
Burney Company
Reston,
Virginia
|
$760K
|
-$11.2K
|
-219
|
-1%
|
|
|
1224
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$758K
|
+$169K
|
+3,292
|
+28%
|
|
|
1225
|
|
$754K
|
+$19K
|
+371
|
+3%
|
|
