|
501
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$346K
|
–
|
–
|
–
|
|
|
502
|
Cabot-Wellington
Boston,
Massachusetts
|
$343K
|
–
|
–
|
–
|
|
|
503
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$343K
|
–
|
–
|
–
|
|
|
504
|
Formidable Asset Management
Cincinnati,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
505
|
Peninsula Wealth
San Francisco,
California
|
$336K
|
+$28.6K
|
+316
|
+9%
|
|
|
506
|
Kanawha Capital Management
Richmond,
Virginia
|
$336K
|
–
|
–
|
–
|
|
|
507
|
Merriman Wealth Management
Seattle,
Washington
|
$333K
|
-$4.98K
|
-55
|
-1%
|
|
|
508
|
WestEnd Advisors
Charlotte,
North Carolina
|
$330K
|
-$1.38M
|
-15,260
|
Closed
|
|
|
509
|
Cheviot Value Management
Beverly Hills,
California
|
$329K
|
–
|
–
|
–
|
|
|
510
|
Allspring Global Investments
Charlotte,
North Carolina
|
$327K
|
–
|
–
|
–
|
|
|
511
|
Franklin Resources
San Mateo,
California
|
$327K
|
-$11.3K
|
-125
|
-3%
|
|
|
512
|
Connectus Wealth
Cincinnati,
Ohio
|
$326K
|
–
|
–
|
–
|
|
|
513
|
Cardiff Park Advisors
Carlsbad,
California
|
$325K
|
+$725
|
+8
|
+0.2%
|
|
|
514
|
Trellis Advisors
Ellensburg,
Washington
|
$323K
|
+$815
|
+9
|
+0.3%
|
|
|
515
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$322K
|
+$1.09K
|
+12
|
+0.3%
|
|
|
516
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$322K
|
+$6.34K
|
+70
|
+2%
|
|
|
517
|
Well Done LLC
Holland,
Michigan
|
$320K
|
+$17.8K
|
+196
|
+6%
|
|
|
518
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$319K
|
+$21.4K
|
+236
|
+7%
|
|
|
519
|
Comerica Securities
Detroit,
Michigan
|
$318K
|
-$31.2K
|
-344
|
-9%
|
|
|
520
|
Wilson & Boucher Capital Management
Moraga,
California
|
$316K
|
-$29K
|
-320
|
-9%
|
|
|
521
|
Main Management
San Francisco,
California
|
$314K
|
-$7.43K
|
-82
|
-2%
|
|
|
522
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$314K
|
–
|
–
|
–
|
|
|
523
|
US Bancorp
Minneapolis,
Minnesota
|
$313K
|
-$80.1K
|
-884
|
-21%
|
|
|
524
|
First Western Trust Bank
Denver,
Colorado
|
$313K
|
–
|
–
|
–
|
|
|
525
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$312K
|
-$771K
|
-8,518
|
-72%
|
|
