|
2401
|
Parcion Private Wealth
Bellevue,
Washington
|
$200K
|
+$194K
|
+846
|
New
|
|
|
2402
|
MASECO Private Wealth
London,
|
$199K
|
+$37.7K
|
+164
|
+24%
|
|
|
2403
|
Tidemark
San Diego,
California
|
$193K
|
+$113K
|
+490
|
+150%
|
|
|
2404
|
GeoWealth Management
Chicago,
Illinois
|
$193K
|
+$25.7K
|
+112
|
+16%
|
|
|
2405
|
Dorato Capital Management
Denver,
Colorado
|
$188K
|
–
|
–
|
–
|
|
|
2406
|
Winthrop Capital Management
Carmel,
Indiana
|
$186K
|
–
|
–
|
–
|
|
|
2407
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$183K
|
-$11.9K
|
-52
|
-6%
|
|
|
2408
|
Syntax Research
Boca Raton,
Florida
|
$183K
|
+$689
|
+3
|
+0.4%
|
|
|
2409
|
MTM Investment Management
Spartanburg,
South Carolina
|
$183K
|
+$14.9K
|
+65
|
+9%
|
|
|
2410
|
Pacifica Partners
Surrey,
Canada
|
$180K
|
-$23.7K
|
-103
|
-12%
|
|
|
2411
|
Stelac Advisory Services
New York
|
$167K
|
–
|
–
|
–
|
|
|
2412
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$166K
|
+$95.1K
|
+414
|
+144%
|
|
|
2413
|
Gill Capital Partners
Denver,
Colorado
|
$165K
|
-$230
|
-1
|
-0.1%
|
|
|
2414
|
Signature Equity Partners
Columbus,
Ohio
|
$164K
|
+$8.73K
|
+38
|
+6%
|
|
|
2415
|
Bruce G. Allen Investments
Denver,
Colorado
|
$161K
|
-$171K
|
-746
|
-52%
|
|
|
2416
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$161K
|
-$122K
|
-533
|
-44%
|
|
|
2417
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$160K
|
–
|
–
|
–
|
|
|
2418
|
|
$157K
|
+$152K
|
+660
|
New
|
|
|
2419
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$156K
|
+$459
|
+2
|
+0.3%
|
|
|
2420
|
Newton One Investments
Newark,
Delaware
|
$151K
|
+$689
|
+3
|
+0.5%
|
|
|
2421
|
Point Nemo Capital
Dripping Springs,
Texas
|
$149K
|
+$145K
|
+631
|
New
|
|
|
2422
|
Align Financial
Hermantown,
Minnesota
|
$149K
|
–
|
–
|
–
|
|
|
2423
|
Manning & Napier Advisors
Fairport,
New York
|
$149K
|
–
|
–
|
–
|
|
|
2424
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$144K
|
-$54.6K
|
-238
|
-28%
|
|
|
2425
|
GoalVest Advisory
New York
|
$141K
|
–
|
–
|
–
|
|
