|
1301
|
Pure Financial Advisors
San Diego,
California
|
$2.29M
|
+$131K
|
+2,687
|
+6%
|
|
|
1302
|
Ramirez Asset Management
New York
|
$2.28M
|
+$32.9K
|
+675
|
+2%
|
|
|
1303
|
CRA Financial Services
Northfield,
New Jersey
|
$2.28M
|
-$21.2K
|
-434
|
-1%
|
|
|
1304
|
CenterBook Partners
Greenwich,
Connecticut
|
$2.28M
|
-$3.85K
|
-79
|
-0.2%
|
|
|
1305
|
Old Mission Investment Co
Traverse City,
Michigan
|
$2.28M
|
+$138K
|
+2,825
|
+7%
|
|
|
1306
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$2.27M
|
-$4.68K
|
-96
|
-0.2%
|
|
|
1307
|
Advisor OS
Chicago,
Illinois
|
$2.27M
|
+$195K
|
+3,989
|
+10%
|
|
|
1308
|
KPP Advisory Services
Louisville,
Kentucky
|
$2.27M
|
+$33.6K
|
+689
|
+2%
|
|
|
1309
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.27M
|
+$27.2K
|
+558
|
+1%
|
|
|
1310
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2.26M
|
-$11.4K
|
-233
|
-0.5%
|
|
|
1311
|
Kelleher Financial Advisors
New York
|
$2.25M
|
+$303K
|
+6,211
|
+17%
|
|
|
1312
|
Fortem Financial Group
Palm Desert,
California
|
$2.25M
|
+$62.1K
|
+1,273
|
+3%
|
|
|
1313
|
Aventura Private Wealth
Aventura,
Florida
|
$2.25M
|
+$23.7K
|
+485
|
+1%
|
|
|
1314
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$2.25M
|
–
|
–
|
–
|
|
|
1315
|
White Pine Capital
Bloomington,
Minnesota
|
$2.24M
|
+$24.4K
|
+500
|
+1%
|
|
|
1316
|
Falcon Wealth Planning
Ontario,
California
|
$2.23M
|
-$54.1K
|
-1,109
|
-3%
|
|
|
1317
|
Channing Global Advisors
Miami,
Florida
|
$2.23M
|
-$508K
|
-10,423
|
-19%
|
|
|
1318
|
Westside Investment Management
Santa Monica,
California
|
$2.22M
|
+$2.83K
|
+58
|
+0.1%
|
|
|
1319
|
Financial Engines Advisors
Santa Clara,
California
|
$2.22M
|
+$374K
|
+7,675
|
+22%
|
|
|
1320
|
Claro Advisors
Boston,
Massachusetts
|
$2.22M
|
+$295K
|
+6,054
|
+16%
|
|
|
1321
|
Martin & Co
Knoxville,
Tennessee
|
$2.21M
|
-$5.95K
|
-122
|
-0.3%
|
|
|
1322
|
Blue Fin Capital
Warren,
Rhode Island
|
$2.21M
|
-$61.5K
|
-1,261
|
-3%
|
|
|
1323
|
GQG Partners
Ft. Lauderdale,
Florida
|
$2.21M
|
+$2.09M
|
+42,818
|
New
|
|
|
1324
|
|
$2.21M
|
-$35.7M
|
-731,888
|
-94%
|
|
|
1325
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.2M
|
+$3.12K
|
+64
|
+0.1%
|
|
