|
1676
|
Venture Visionary Partners
Sylvania,
Ohio
|
$374K
|
+$6.84K
|
+30
|
+2%
|
|
|
1677
|
Duality Advisers
Miami,
Florida
|
$373K
|
+$361K
|
+1,583
|
New
|
|
|
1678
|
Regent Investment Management
Louisville,
Kentucky
|
$371K
|
-$74.2K
|
-325
|
-17%
|
|
|
1679
|
Viridian RIA
Bothell,
Washington
|
$370K
|
+$108K
|
+473
|
+43%
|
|
|
1680
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$369K
|
–
|
–
|
–
|
|
|
1681
|
Penn Davis McFarland
Dallas,
Texas
|
$369K
|
–
|
–
|
–
|
|
|
1682
|
Perkins Coie Trust Company
Seattle,
Washington
|
$366K
|
–
|
–
|
–
|
|
|
1683
|
Fosun International
Hong Kong,
China
|
$366K
|
+$360K
|
+1,580
|
New
|
|
|
1684
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$365K
|
-$2.97K
|
-13
|
-0.8%
|
|
|
1685
|
Davidson Trust Company
Seattle,
Washington
|
$365K
|
+$9.35K
|
+41
|
+3%
|
|
|
1686
|
Arlington Partners
Birmingham,
Alabama
|
$364K
|
+$129K
|
+565
|
+58%
|
|
|
1687
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$363K
|
-$106K
|
-463
|
-23%
|
|
|
1688
|
Personal CFO Solutions
Chester,
New Jersey
|
$362K
|
-$18.5K
|
-81
|
-5%
|
|
|
1689
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$362K
|
–
|
–
|
–
|
|
|
1690
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$362K
|
+$1.37K
|
+6
|
+0.4%
|
|
|
1691
|
INVST
Indianapolis,
Indiana
|
$361K
|
-$24.4K
|
-107
|
-7%
|
|
|
1692
|
Chatham Capital Group
Savannah,
Georgia
|
$361K
|
-$20.3K
|
-89
|
-5%
|
|
|
1693
|
D'Orazio & Associates
Falls Church,
Virginia
|
$361K
|
–
|
–
|
–
|
|
|
1694
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$361K
|
–
|
–
|
–
|
|
|
1695
|
Millennium Management
New York
|
$360K
|
-$3.32M
|
-14,564
|
-91%
|
|
|
1696
|
Donor Advised Charitable Giving
San Francisco,
California
|
$360K
|
-$59.3K
|
-260
|
-15%
|
|
|
1697
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$360K
|
–
|
–
|
–
|
|
|
1698
|
Optimal Asset Management
Los Altos,
California
|
$356K
|
+$344K
|
+1,509
|
New
|
|
|
1699
|
Peregrine Asset Advisers
Portland,
Oregon
|
$354K
|
–
|
–
|
–
|
|
|
1700
|
Thomas Story & Son
Culver,
Indiana
|
$354K
|
–
|
–
|
–
|
|
