|
576
|
Delta Investment Management
San Francisco,
California
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
577
|
Dixon Fnancial Services
Lafayette,
California
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
578
|
Goldstein Advisors
Madison,
Wisconsin
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
579
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
580
|
Peak Asset Management
Louisville,
Colorado
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
581
|
St Louis Trust
Saint Louis,
Missouri
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
582
|
Tarbox Family Office
Newport Beach,
California
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
583
|
TFC Financial Management
Boston,
Massachusetts
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
584
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
585
|
Verity & Verity
Beaufort,
South Carolina
|
$3.99M
|
+$3.65M
|
+5
|
New
|
|
|
586
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$3.99M
|
–
|
–
|
–
|
|
|
587
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$3.99M
|
–
|
–
|
–
|
|
|
588
|
FullCircle Wealth
Dallas,
Texas
|
$3.99M
|
–
|
–
|
–
|
|
|
589
|
Russell Investments Group
London,
United Kingdom
|
$3.98M
|
+$1.46M
|
+2
|
+67%
|
|
|
590
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$3.98M
|
-$729K
|
-1
|
-17%
|
|
|
591
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.4M
|
–
|
–
|
–
|
|
|
592
|
Vista Capital Partners
Portland,
Oregon
|
$3.29M
|
-$332M
|
-455
|
-7%
|
|
|
593
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$3.19M
|
–
|
–
|
–
|
|
|
594
|
RK Asset Management
Grosse Pointe Farms,
Michigan
|
$3.19M
|
–
|
–
|
–
|
|
|
595
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$3.19M
|
–
|
–
|
–
|
|
|
596
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$3.19M
|
–
|
–
|
–
|
|
|
597
|
University of Maryland Foundation
Adelphi,
Maryland
|
$3.19M
|
–
|
–
|
–
|
|
|
598
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.19M
|
–
|
–
|
–
|
|
|
599
|
WesBanco Bank
Wheeling,
West Virginia
|
$3.19M
|
–
|
–
|
–
|
|
|
600
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$3.19M
|
+$2.92M
|
+4
|
New
|
|
