|
1101
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$568K
|
+$73.5K
|
+932
|
+17%
|
|
|
1102
|
Harvey Capital Management
Palm Beach,
Florida
|
$567K
|
–
|
–
|
–
|
|
|
1103
|
Worth Asset Management
Dallas,
Texas
|
$567K
|
+$54.1K
|
+686
|
+12%
|
|
|
1104
|
Austin Private Wealth
Austin,
Texas
|
$566K
|
+$32.9K
|
+418
|
+7%
|
|
|
1105
|
Hancock Whitney
Gulfport,
Mississippi
|
$566K
|
-$38.8K
|
-492
|
-7%
|
|
|
1106
|
Howland Capital Management
Boston,
Massachusetts
|
$565K
|
+$74.9K
|
+950
|
+17%
|
|
|
1107
|
Chevy Chase Trust
Bethesda,
Maryland
|
$565K
|
-$195K
|
-2,476
|
-28%
|
|
|
1108
|
Cozad Asset Management
Champaign,
Illinois
|
$564K
|
+$88K
|
+1,116
|
+21%
|
|
|
1109
|
MBL Wealth
Charlotte,
North Carolina
|
$561K
|
-$18.1K
|
-230
|
-3%
|
|
|
1110
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$560K
|
-$27.4K
|
-348
|
-5%
|
|
|
1111
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$556K
|
–
|
–
|
–
|
|
|
1112
|
Alpine Global Management
New York
|
$556K
|
-$256K
|
-3,250
|
-34%
|
|
|
1113
|
Oldfather Financial Services
Kearney,
Nebraska
|
$554K
|
–
|
–
|
–
|
|
|
1114
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$553K
|
-$790K
|
-10,020
|
-61%
|
|
|
1115
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$552K
|
–
|
–
|
–
|
|
|
1116
|
Mason & Associates (California)
Los Angeles,
California
|
$550K
|
-$36.6K
|
-464
|
-7%
|
|
|
1117
|
Westwood Holdings Group
Dallas,
Texas
|
$547K
|
+$241K
|
+3,052
|
+94%
|
|
|
1118
|
Liberty Wealth Management
Oakland,
California
|
$546K
|
+$73.8K
|
+936
|
+18%
|
|
|
1119
|
Seelaus Asset Management
Chatham,
New Jersey
|
$539K
|
-$19.7K
|
-250
|
-4%
|
|
|
1120
|
Cottage Street Advisors
Marion,
Massachusetts
|
$539K
|
+$8.04K
|
+102
|
+2%
|
|
|
1121
|
Aureus Asset Management
Boston,
Massachusetts
|
$537K
|
–
|
–
|
–
|
|
|
1122
|
Overbrook Management Corp
New York
|
$536K
|
–
|
–
|
–
|
|
|
1123
|
Compass Wealth Management
Guilford,
Connecticut
|
$535K
|
-$7.88K
|
-100
|
-2%
|
|
|
1124
|
Diligent Investors
Redlands,
California
|
$534K
|
–
|
–
|
–
|
|
|
1125
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$534K
|
+$484K
|
+6,142
|
New
|
|
