|
3326
|
Compass Financial Services
West Des Moines,
Iowa
|
US$ 213 mil
|
-US$ 11,8 mil
|
-150
|
-5%
|
|
|
3327
|
Sweeney & Michel
Chico,
California
|
US$ 213 mil
|
+US$ 193 mil
|
+2.449
|
Nova
|
|
|
3328
|
|
US$ 213 mil
|
-US$ 15,2 mil
|
-193
|
-7%
|
|
|
3329
|
Aspen Wealth Strategies
Arvada,
Colorado
|
US$ 213 mil
|
-US$ 12,5 mil
|
-158
|
-6%
|
|
|
3330
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
US$ 212 mil
|
+US$ 206 mil
|
+2.614
|
Nova
|
|
|
3331
|
Zinnia Wealth Advisory
Ocala,
Florida
|
US$ 212 mil
|
+US$ 206 mil
|
+2.612
|
Nova
|
|
|
3332
|
Fermata Advisors
Sonoma,
California
|
US$ 212 mil
|
+US$ 206 mil
|
+2.609
|
Nova
|
|
|
3333
|
Sherman Asset Management
Ventura,
California
|
US$ 210 mil
|
-US$ 70,1 mil
|
-888
|
-26%
|
|
|
3334
|
S Harris Financial Group
San Antonio,
Texas
|
US$ 210 mil
|
+US$ 204 mil
|
+2.585
|
Nova
|
|
|
3335
|
Viaable
Wayne,
Pennsylvania
|
US$ 209 mil
|
+US$ 203 mil
|
+2.573
|
Nova
|
|
|
3336
|
Pin Oak Investment Advisors
Houston,
Texas
|
US$ 209 mil
|
-US$ 30,2 mil
|
-383
|
-13%
|
|
|
3337
|
Goldstein Advisors
Madison,
Wisconsin
|
US$ 208 mil
|
+US$ 202 mil
|
+2.562
|
Nova
|
|
|
3338
|
PMG Family Office
Plano,
Texas
|
US$ 208 mil
|
+US$ 201 mil
|
+2.545
|
Nova
|
|
|
3339
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
US$ 208 mil
|
+US$ 3,63 mil
|
+46
|
+2%
|
|
|
3340
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
US$ 208 mil
|
+US$ 202 mil
|
+2.561
|
Nova
|
|
|
3341
|
Avalon Trust
Santa Fe,
New Mexico
|
US$ 208 mil
|
–
|
–
|
–
|
|
|
3342
|
Echo45 Advisors
Walnut Creek,
California
|
US$ 208 mil
|
-US$ 11,7 mil
|
-148
|
-5%
|
|
|
3343
|
Umpqua Bank
Lake Oswego,
Oregon
|
US$ 208 mil
|
+US$ 202 mil
|
+2.559
|
Nova
|
|
|
3344
|
Main Street Research
Lakeville,
Connecticut
|
US$ 208 mil
|
+US$ 202 mil
|
+2.558
|
Nova
|
|
|
3345
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
US$ 207 mil
|
+US$ 201 mil
|
+2.550
|
Nova
|
|
|
3346
|
Lazari Capital Management
Woodland Hills,
California
|
US$ 207 mil
|
+US$ 201 mil
|
+2.550
|
Nova
|
|
|
3347
|
Infrastructure Capital Advisors
New York
|
US$ 207 mil
|
-US$ 748 mil
|
-9.472
|
-79%
|
|
|
3348
|
CAP Partners LLC
Franklin,
Tennessee
|
US$ 207 mil
|
+US$ 201 mil
|
+2.547
|
Nova
|
|
|
3349
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
US$ 207 mil
|
+US$ 201 mil
|
+2.542
|
Nova
|
|
|
3350
|
Golden Road Advisors
Tampa,
Florida
|
US$ 206 mil
|
+US$ 200 mil
|
+2.538
|
Nova
|
|
