|
301
|
TLT Family Holdco ULC
Toronto,
|
$18.7M
|
–
|
–
|
–
|
|
|
302
|
Rebalance
Palo Alto,
California
|
$18.2M
|
+$2.04M
|
+27,805
|
+13%
|
|
|
303
|
Ashford Advisors
Pittsford,
New York
|
$18.2M
|
+$11.6M
|
+157,599
|
+174%
|
|
|
304
|
Robinhood Asset Management
Menlo Park,
California
|
$18.1M
|
+$4.36M
|
+59,400
|
+32%
|
|
|
305
|
Asset Management One
Tokyo,
Japan
|
$18M
|
+$1.31M
|
+17,850
|
+8%
|
|
|
306
|
Tide Cove Capital Partners
San Diego,
California
|
$17.5M
|
+$225K
|
+3,062
|
+1%
|
|
|
307
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$17.3M
|
+$1.5M
|
+20,464
|
+10%
|
|
|
308
|
FDx Advisors
Chicago,
Illinois
|
$17.2M
|
+$2.04M
|
+27,811
|
+13%
|
|
|
309
|
Roundview Capital
Princeton,
New Jersey
|
$17.2M
|
-$638K
|
-8,695
|
-4%
|
|
|
310
|
Attessa Capital
Tucson,
Arizona
|
$17.2M
|
+$2.7M
|
+36,741
|
+19%
|
|
|
311
|
Rinkey Investments
San Diego,
California
|
$17.1M
|
+$1.93M
|
+26,343
|
+13%
|
|
|
312
|
Continuum Advisory
Eagle,
Idaho
|
$17.1M
|
+$1.99M
|
+27,075
|
+13%
|
|
|
313
|
PDS Planning
Dublin,
Ohio
|
$16.9M
|
+$108K
|
+1,474
|
+0.6%
|
|
|
314
|
Main Management
San Francisco,
California
|
$16.9M
|
-$2.42K
|
-33
|
-0%
|
|
|
315
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$16.9M
|
+$1.41M
|
+19,211
|
+9%
|
|
|
316
|
SlateStone Wealth
Jupiter,
Florida
|
$16.7M
|
-$310K
|
-4,219
|
-2%
|
|
|
317
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$16.6M
|
+$68.4K
|
+932
|
+0.4%
|
|
|
318
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$16.5M
|
+$1.43M
|
+19,519
|
+10%
|
|
|
319
|
Whelan Financial
Fresno,
California
|
$16.4M
|
+$205K
|
+2,787
|
+1%
|
|
|
320
|
Brookstone Capital Management
Wheaton,
Illinois
|
$16.4M
|
-$5.41M
|
-73,702
|
-25%
|
|
|
321
|
Sage Rhino Capital
Menlo Park,
California
|
$16.3M
|
+$4.85M
|
+66,077
|
+42%
|
|
|
322
|
Focused Wealth Management
Newburgh,
New York
|
$16.2M
|
+$1.68M
|
+22,952
|
+12%
|
|
|
323
|
Ocean Park Asset Management
Santa Monica,
California
|
$16.2M
|
-$41.7M
|
-568,400
|
-72%
|
|
|
324
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$16.2M
|
+$404K
|
+5,512
|
+3%
|
|
|
325
|
SBI Securities
Tokyo,
Japan
|
$16.1M
|
+$260K
|
+3,550
|
+2%
|
|
