|
1876
|
Creekmur Asset Management
Morton,
Illinois
|
$1.55M
|
-$728K
|
-3,961
|
-31%
|
|
|
1877
|
West Oak Capital
Westlake Village,
California
|
$1.54M
|
-$40.4K
|
-220
|
-2%
|
|
|
1878
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$1.54M
|
+$1.65M
|
+8,968
|
New
|
|
|
1879
|
Great Diamond Partners
Portland,
Maine
|
$1.54M
|
+$38.1K
|
+207
|
+2%
|
|
|
1880
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.54M
|
-$142K
|
-771
|
-8%
|
|
|
1881
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.54M
|
-$478K
|
-2,598
|
-23%
|
|
|
1882
|
Fortem Financial Group
Palm Desert,
California
|
$1.53M
|
+$23.2K
|
+126
|
+1%
|
|
|
1883
|
GAM Holding
Zurich,
Switzerland
|
$1.53M
|
+$1.59M
|
+8,633
|
New
|
|
|
1884
|
Diligent Investors
Redlands,
California
|
$1.53M
|
+$3.86K
|
+21
|
+0.2%
|
|
|
1885
|
Petix & Botte Financial
La Mesa,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
1886
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.53M
|
-$42.5K
|
-231
|
-3%
|
|
|
1887
|
|
$1.52M
|
+$104K
|
+568
|
+7%
|
|
|
1888
|
WinCap Financial
Boston,
Massachusetts
|
$1.52M
|
+$1.58M
|
+8,569
|
New
|
|
|
1889
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.52M
|
+$140K
|
+761
|
+10%
|
|
|
1890
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$1.52M
|
-$539M
|
-2,929,337
|
-100%
|
|
|
1891
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.52M
|
-$23.4M
|
-127,528
|
-94%
|
|
|
1892
|
Valmark Advisers
Akron,
Ohio
|
$1.52M
|
+$192K
|
+1,044
|
+14%
|
|
|
1893
|
Widmann Financial Services
Bowie,
Maryland
|
$1.51M
|
–
|
–
|
–
|
|
|
1894
|
Wynn Capital
Augusta,
Georgia
|
$1.51M
|
-$1.84K
|
-10
|
-0.1%
|
|
|
1895
|
Centaurus Financial
Anaheim,
California
|
$1.51M
|
+$34.6K
|
+188
|
+2%
|
|
|
1896
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.51M
|
-$104K
|
-567
|
-6%
|
|
|
1897
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.5M
|
-$61.2K
|
-333
|
-4%
|
|
|
1898
|
|
$1.5M
|
-$5.7K
|
-31
|
-0.4%
|
|
|
1899
|
Willner & Heller
Encino,
California
|
$1.5M
|
+$90.3K
|
+491
|
+6%
|
|
|
1900
|
Avanza Fonder
Stockholm,
Sweden
|
$1.5M
|
+$1.55M
|
+8,443
|
New
|
|
