|
3101
|
Opes Wealth Management
Menlo Park,
California
|
$495M
|
+$7.74M
|
+2%
|
|
|
149
|
|
|
|
3102
|
Secure Asset Management
Troy,
Michigan
|
$495M
|
-$164M
|
-25%
|
|
|
357
|
|
|
|
3103
|
Delta Investment Management
San Francisco,
California
|
$495M
|
-$18.2M
|
-4%
|
|
|
277
|
|
|
|
3104
|
DSG Capital Advisors
Edina,
Minnesota
|
$495M
|
-$56.9M
|
-10%
|
|
|
126
|
|
|
|
3105
|
Polunin Capital Partners
London,
United Kingdom
|
$495M
|
+$90.6M
|
+22%
|
|
|
29
|
|
|
|
3106
|
Canton Hathaway
Providence,
Rhode Island
|
$495M
|
+$94.7M
|
+24%
|
|
|
292
|
|
|
|
3107
|
Kahn Brothers Group
New York
|
$494M
|
+$34.1M
|
+7%
|
|
|
58
|
|
|
|
3108
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$494M
|
+$2.27M
|
+0.5%
|
|
|
303
|
|
|
|
3109
|
EFG Asset Management (Americas)
Miami,
Florida
|
$494M
|
-$20.3M
|
-4%
|
|
|
137
|
|
|
|
3110
|
Spirit of America Management Corp
Syosset,
New York
|
$494M
|
+$144K
|
+0%
|
|
|
323
|
|
|
|
3111
|
|
$493M
|
+$28.7M
|
+6%
|
|
|
32
|
|
|
|
3112
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$493M
|
+$99.8M
|
+25%
|
|
|
438
|
|
|
|
3113
|
Edge Wealth Management
New York
|
$493M
|
-$862K
|
-0.2%
|
|
|
85
|
|
|
|
3114
|
Summit Wealth Partners
Orlando,
Florida
|
$493M
|
+$6.04M
|
+1%
|
|
|
215
|
|
|
|
3115
|
Cypress Wealth Services
Palm Desert,
California
|
$493M
|
-$4.96M
|
-1%
|
|
|
296
|
|
|
|
3116
|
First Pacific Financial
Vancouver,
Washington
|
$493M
|
+$63M
|
+15%
|
|
|
554
|
|
|
|
3117
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$493M
|
+$343M
|
+230%
|
|
|
333
|
|
|
|
3118
|
Personal CFO Solutions
Chester,
New Jersey
|
$493M
|
-$15.7M
|
-3%
|
|
|
500
|
|
|
|
3119
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$493M
|
+$200M
|
+68%
|
|
|
300
|
|
|
|
3120
|
|
$492M
|
+$30.4M
|
+7%
|
|
|
139
|
|
|
|
3121
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$492M
|
-$30.8M
|
-6%
|
|
|
208
|
|
|
|
3122
|
Entrust Global Partners
New York
|
$492M
|
+$365M
|
+288%
|
|
|
5
|
|
|
|
3123
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$492M
|
-$50.5M
|
-9%
|
|
|
192
|
|
|
|
3124
|
Burton Enright Welch
Walnut Creek,
California
|
$492M
|
+$15.5M
|
+3%
|
|
|
107
|
|
|
|
3125
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$492M
|
+$23.5M
|
+5%
|
|
|
232
|
|
|