|
4401
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.62M
|
+$334K
|
+1,461
|
+26%
|
|
|
4402
|
Advanced Portfolio Management
New York
|
$1.62M
|
+$879K
|
+3,840
|
+121%
|
|
|
4403
|
Bright Financial Advisors
Portage,
Michigan
|
$1.62M
|
+$13.7K
|
+60
|
+0.9%
|
|
|
4404
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$1.62M
|
+$86.9K
|
+380
|
+6%
|
|
|
4405
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.62M
|
+$57.4K
|
+251
|
+4%
|
|
|
4406
|
Edgewood Management
Greenwich,
Connecticut
|
$1.62M
|
–
|
–
|
–
|
|
|
4407
|
Oasis Management Company
Grand Cayman,
Cayman Islands
|
$1.62M
|
+$1.6M
|
+7,000
|
New
|
|
|
4408
|
Eurizon Asset Management Hungary
Budapest,
|
$1.62M
|
+$1.6M
|
+7,000
|
New
|
|
|
4409
|
Carroll Advisory Group
Texarkana,
Texas
|
$1.62M
|
+$1.6M
|
+6,999
|
New
|
|
|
4410
|
Sentinel Trust
Houston,
Texas
|
$1.61M
|
+$492K
|
+2,150
|
+44%
|
|
|
4411
|
BHK Investment Advisors
Birmingham,
Alabama
|
$1.61M
|
+$29.7K
|
+130
|
+2%
|
|
|
4412
|
Forteris Wealth Management
Armonk,
New York
|
$1.61M
|
+$1.6M
|
+6,984
|
New
|
|
|
4413
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$1.61M
|
+$1.6M
|
+6,973
|
New
|
|
|
4414
|
Matrix Private Capital Group
New York
|
$1.61M
|
+$11.4K
|
+50
|
+0.7%
|
|
|
4415
|
Wallace Hart
Lexington,
Kentucky
|
$1.61M
|
+$303K
|
+1,324
|
+23%
|
|
|
4416
|
TrueMark Investments
Chicago,
Illinois
|
$1.61M
|
-$45.5K
|
-199
|
-3%
|
|
|
4417
|
Seneca House Advisors
Richmond,
Virginia
|
$1.61M
|
+$915
|
+4
|
+0.1%
|
|
|
4418
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$1.61M
|
+$117K
|
+513
|
+8%
|
|
|
4419
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$1.61M
|
+$5.72K
|
+25
|
+0.4%
|
|
|
4420
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$1.61M
|
-$37.8K
|
-165
|
-2%
|
|
|
4421
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$1.61M
|
–
|
–
|
–
|
|
|
4422
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.6M
|
+$11.7K
|
+51
|
+0.7%
|
|
|
4423
|
Joule Financial
Lexington,
Kentucky
|
$1.6M
|
-$135K
|
-588
|
-8%
|
|
|
4424
|
Walser Wealth Management
Tampa,
Florida
|
$1.6M
|
+$1.58M
|
+6,923
|
New
|
|
|
4425
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.6M
|
+$229K
|
+1,003
|
+17%
|
|
