|
401
|
Creative Capital Management Investments
San Diego,
California
|
US$ 2,03 mil
|
+US$ 1,74 mil
|
+14
|
Nova
|
|
|
402
|
Rossby Financial
Melbourne,
Florida
|
US$ 2,03 mil
|
+US$ 1,74 mil
|
+14
|
Nova
|
|
|
403
|
Miller Capital Partners
Troy,
Michigan
|
US$ 1,89 mil
|
-US$ 14,4 mil
|
-116
|
-90%
|
|
|
404
|
Aventura Private Wealth
Aventura,
Florida
|
US$ 1,89 mil
|
–
|
–
|
–
|
|
|
405
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
US$ 1,89 mil
|
–
|
–
|
–
|
|
|
406
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$ 1,89 mil
|
–
|
–
|
–
|
|
|
407
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$ 1,89 mil
|
–
|
–
|
–
|
|
|
408
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
US$ 1,74 mil
|
+US$ 1,49 mil
|
+12
|
Nova
|
|
|
409
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
US$ 1,6 mil
|
+US$ 124
|
+1
|
+10%
|
|
|
410
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$ 1,6 mil
|
+US$ 1,37 mil
|
+11
|
Nova
|
|
|
411
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
US$ 1,45 mil
|
+US$ 373
|
+3
|
+43%
|
|
|
412
|
Ankerstar Wealth
Leander,
Texas
|
US$ 1,31 mil
|
–
|
–
|
–
|
|
|
413
|
True Wealth Design
Akron,
Ohio
|
US$ 1,16 mil
|
-US$ 373
|
-3
|
-27%
|
|
|
414
|
Gilpin Wealth Management
Denver,
Colorado
|
US$ 1,16 mil
|
-US$ 124
|
-1
|
-11%
|
|
|
415
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$ 1,16 mil
|
+US$ 621
|
+5
|
+167%
|
|
|
416
|
Torren Management
San Diego,
California
|
US$ 1,16 mil
|
–
|
–
|
–
|
|
|
417
|
Manchester Capital Management
Manchester,
Vermont
|
US$ 1,02 mil
|
–
|
–
|
–
|
|
|
418
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
US$ 1,02 mil
|
–
|
–
|
–
|
|
|
419
|
Evolution Advisers
Richmond,
Virginia
|
US$ 1 mil
|
+US$ 994
|
+8
|
Nova
|
|
|
420
|
ALL OPTIONS USA, LLC
Austin,
Texas
|
US$ 872
|
+US$ 745
|
+6
|
Nova
|
|
|
421
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$ 727
|
–
|
–
|
–
|
|
|
422
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
US$ 726
|
+US$ 621
|
+5
|
Nova
|
|
|
423
|
Kilter Group
Rhinebeck,
New York
|
US$ 582
|
+US$ 124
|
+1
|
+33%
|
|
|
424
|
Hughes Financial Services
Herndon,
Virginia
|
US$ 581
|
+US$ 373
|
+3
|
+300%
|
|
|
425
|
Davis Capital Management
Jacksonville,
Florida
|
US$ 436
|
+US$ 373
|
+3
|
Nova
|
|
