|
851
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$1.77M
|
-$89.7K
|
-86
|
-5%
|
|
|
852
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.77M
|
+$1.72M
|
+1,650
|
New
|
|
|
853
|
Sittner & Nelson
Eugene,
Oregon
|
$1.75M
|
-$30.3K
|
-29
|
-2%
|
|
|
854
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.74M
|
+$586K
|
+562
|
+53%
|
|
|
855
|
Connable Office Inc
Kalamazoo,
Michigan
|
$1.74M
|
-$38.6K
|
-37
|
-2%
|
|
|
856
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.73M
|
-$90.8K
|
-87
|
-7%
|
|
|
857
|
London & Capital Asset Management
London,
United Kingdom
|
$1.72M
|
+$1.68M
|
+1,610
|
New
|
|
|
858
|
Prosperity Wealth Management
San Ramon,
California
|
$1.72M
|
+$391K
|
+375
|
+30%
|
|
|
859
|
LOM Asset Management
Hamilton,
|
$1.72M
|
-$15.6K
|
-15
|
-0.9%
|
|
|
860
|
Ironwood Investment Management
Boston,
Massachusetts
|
$1.72M
|
+$81.4K
|
+78
|
+5%
|
|
|
861
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.71M
|
+$186K
|
+178
|
+13%
|
|
|
862
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1.71M
|
–
|
–
|
–
|
|
|
863
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.71M
|
+$20.9K
|
+20
|
+1%
|
|
|
864
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.71M
|
+$1.41M
|
+1,347
|
+539%
|
|
|
865
|
Channing Global Advisors
Miami,
Florida
|
$1.7M
|
+$106K
|
+102
|
+7%
|
|
|
866
|
Malaga Cove Capital
Pv Estates,
California
|
$1.7M
|
+$2.09K
|
+2
|
+0.1%
|
|
|
867
|
Jupiter Wealth Management
Glendale,
Colorado
|
$1.7M
|
-$522K
|
-500
|
-29%
|
|
|
868
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.7M
|
+$837K
|
+802
|
+102%
|
|
|
869
|
Dillon & Associates
Jackson,
Michigan
|
$1.69M
|
+$182K
|
+174
|
+12%
|
|
|
870
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$1.69M
|
+$1.64M
|
+1,575
|
New
|
|
|
871
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.68M
|
+$551K
|
+528
|
+50%
|
|
|
872
|
Corient IA
Miami,
Florida
|
$1.68M
|
-$396K
|
-380
|
-19%
|
|
|
873
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.68M
|
+$69.9K
|
+67
|
+4%
|
|
|
874
|
|
$1.67M
|
+$489K
|
+469
|
+43%
|
|
|
875
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.67M
|
+$8.35K
|
+8
|
+0.5%
|
|
