|
1051
|
Gemmer Asset Management
Walnut Creek,
California
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1052
|
JFG Wealth Management
Denver,
Colorado
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1053
|
Lunt Capital Management
Holladay,
Utah
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1054
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1055
|
Newport Capital Group
Red Bank,
New Jersey
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1056
|
RAM Investment Partners
Bellevue,
Washington
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1057
|
Retirement Capital Strategies
San Jose,
California
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1058
|
Sabal Trust
St. Petersburg,
Florida
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1059
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1060
|
Seven Mile Advisory
Ewing,
New Jersey
|
$518K
|
+$498K
|
+1
|
New
|
|
|
1061
|
Litman Gregory Wealth Management
Larkspur,
California
|
$518K
|
+$49.8M
|
+100
|
New
|
|
|
1062
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$518K
|
+$49.8M
|
+100
|
New
|
|
|
1063
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$517K
|
–
|
–
|
–
|
|
|
1064
|
Russell Investments Group
London,
United Kingdom
|
$512K
|
–
|
–
|
–
|
|
|
1065
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$512K
|
–
|
–
|
–
|
|
|
1066
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$466K
|
–
|
–
|
–
|
|
|
1067
|
Activest Wealth Management
Aventure,
Florida
|
$408K
|
+$498K
|
+1
|
New
|
|
|
1068
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$347K
|
–
|
–
|
–
|
|
|
1069
|
Linker Capital Management
Prospect,
Kentucky
|
$295K
|
–
|
–
|
–
|
|
|
1070
|
Merit Financial Group
Alpharetta,
Georgia
|
$259K
|
–
|
–
|
–
|
|
|
1071
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.18K
|
–
|
–
|
–
|
|
|
1072
|
Union Investments & Development
Tel Aviv,
Israel
|
–
|
-$1.36M
|
-4,400
|
Closed
|
|
|
1073
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
–
|
-$466K
|
-100
|
Closed
|
|
|
1074
|
M. Kraus & Co
Shelburne,
Vermont
|
–
|
-$466K
|
-100
|
Closed
|
|
|
1075
|
Rockefeller Capital Management
New York
|
–
|
-$30.7M
|
-66
|
Closed
|
|
