|
1051
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$498K
|
+$99.8K
|
+1,248
|
+19%
|
|
|
1052
|
Western Financial Corp
San Diego,
California
|
$497K
|
-$941K
|
-11,768
|
-60%
|
|
|
1053
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$496K
|
-$42.4K
|
-530
|
-6%
|
|
|
1054
|
Magnetar Financial
Evanston,
Illinois
|
$496K
|
-$317K
|
-3,958
|
-33%
|
|
|
1055
|
BSW Wealth Partners
Boulder,
Colorado
|
$494K
|
-$10.3K
|
-129
|
-2%
|
|
|
1056
|
Evelyn Partners Investment Management Services
London,
|
$492K
|
+$490K
|
+6,130
|
+357%
|
|
|
1057
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$492K
|
+$64.4K
|
+805
|
+11%
|
|
|
1058
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$491K
|
+$38.1K
|
+476
|
+6%
|
|
|
1059
|
Breakwater Capital Group
Paramus,
New Jersey
|
$489K
|
–
|
–
|
–
|
|
|
1060
|
Boston Trust Walden
Boston,
Massachusetts
|
$487K
|
–
|
–
|
–
|
|
|
1061
|
DMC Group
Birmingham,
Alabama
|
$484K
|
-$46.5K
|
-581
|
-7%
|
|
|
1062
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$484K
|
–
|
–
|
–
|
|
|
1063
|
Fiduciary Alliance
Greenville,
South Carolina
|
$484K
|
+$599K
|
+7,492
|
New
|
|
|
1064
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$483K
|
-$9.24M
|
-115,539
|
-94%
|
|
|
1065
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$477K
|
-$135K
|
-1,682
|
-18%
|
|
|
1066
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$475K
|
–
|
–
|
–
|
|
|
1067
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$475K
|
–
|
–
|
–
|
|
|
1068
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$474K
|
-$394K
|
-4,927
|
-39%
|
|
|
1069
|
LOM Asset Management
Hamilton,
|
$473K
|
+$602K
|
+7,530
|
New
|
|
|
1070
|
Freemont Management
Vaud,
Switzerland
|
$471K
|
-$64K
|
-800
|
-10%
|
|
|
1071
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$470K
|
+$8.16K
|
+102
|
+1%
|
|
|
1072
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$470K
|
+$114K
|
+1,429
|
+24%
|
|
|
1073
|
CreativeOne Wealth
Overland Park,
Kansas
|
$469K
|
-$944K
|
-11,798
|
-61%
|
|
|
1074
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$468K
|
-$49.4K
|
-618
|
-8%
|
|
|
1075
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$467K
|
+$13.6K
|
+170
|
+2%
|
|
