|
1026
|
Alpha Family Trust
Los Angeles,
California
|
$479K
|
–
|
–
|
–
|
|
|
1027
|
Belmont Capital
Los Angeles,
California
|
$478K
|
+$485K
|
+14,291
|
New
|
|
|
1028
|
Koshinski Asset Management
Decatur,
Illinois
|
$476K
|
-$175K
|
-5,165
|
-26%
|
|
|
1029
|
Global Retirement Partners
San Rafael,
California
|
$475K
|
+$57.7K
|
+1,698
|
+14%
|
|
|
1030
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$475K
|
+$12.6K
|
+371
|
+3%
|
|
|
1031
|
Silver Oak Advisory Group
Portland,
Oregon
|
$473K
|
–
|
–
|
–
|
|
|
1032
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$472K
|
+$13.7K
|
+402
|
+3%
|
|
|
1033
|
Holderness Investments Company
Greensboro,
North Carolina
|
$471K
|
-$1.09K
|
-32
|
-0.2%
|
|
|
1034
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$470K
|
–
|
–
|
–
|
|
|
1035
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$469K
|
+$22.1K
|
+652
|
+5%
|
|
|
1036
|
Sendero Wealth Management
San Antonio,
Texas
|
$469K
|
–
|
–
|
–
|
|
|
1037
|
CTC Alternative Strategies
Chicago,
Illinois
|
$468K
|
+$475K
|
+14,000
|
New
|
|
|
1038
|
Becker Capital Management
Portland,
Oregon
|
$468K
|
–
|
–
|
–
|
|
|
1039
|
Harvey Investment Company
Louisville,
Kentucky
|
$468K
|
–
|
–
|
–
|
|
|
1040
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$468K
|
-$4.92K
|
-145
|
-1%
|
|
|
1041
|
Everett Harris & Co
Los Angeles,
California
|
$464K
|
–
|
–
|
–
|
|
|
1042
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$462K
|
–
|
–
|
–
|
|
|
1043
|
Joel Isaacson & Co
New York
|
$459K
|
+$475
|
+14
|
+0.1%
|
|
|
1044
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$459K
|
–
|
–
|
–
|
|
|
1045
|
Ransom Advisory
Providence,
Rhode Island
|
$458K
|
–
|
–
|
–
|
|
|
1046
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$458K
|
+$207K
|
+6,084
|
+80%
|
|
|
1047
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$453K
|
–
|
–
|
–
|
|
|
1048
|
Resolution Capital
Sydney, NSW,
Australia
|
$449K
|
+$456K
|
+13,420
|
New
|
|
|
1049
|
Pathway Financial Advisers
Auburn,
Indiana
|
$448K
|
-$8.73K
|
-257
|
-2%
|
|
|
1050
|
PDS Planning
Dublin,
Ohio
|
$447K
|
+$159K
|
+4,692
|
+54%
|
|
