|
1001
|
Accredited Investors
Edina,
Minnesota
|
$342K
|
–
|
–
|
–
|
|
|
1002
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$342K
|
+$166K
|
+865
|
+75%
|
|
|
1003
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$342K
|
-$3.72M
|
-19,400
|
-91%
|
|
|
1004
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$342K
|
–
|
–
|
–
|
|
|
1005
|
Auour Investments
Woburn,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
1006
|
Circle Wealth Management
Summit,
New Jersey
|
$341K
|
+$386K
|
+2,014
|
New
|
|
|
1007
|
NLB Skladi upravljanje premozenja
Ljubljana,
|
$340K
|
–
|
–
|
–
|
|
|
1008
|
Larson Financial Group
St Louis,
Missouri
|
$340K
|
+$192
|
+1
|
+0%
|
|
|
1009
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$338K
|
–
|
–
|
–
|
|
|
1010
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$338K
|
–
|
–
|
–
|
|
|
1011
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$338K
|
–
|
–
|
–
|
|
|
1012
|
PDS Planning
Dublin,
Ohio
|
$337K
|
-$959
|
-5
|
-0.3%
|
|
|
1013
|
Versant Capital Management
Phoenix,
Arizona
|
$336K
|
+$208K
|
+1,087
|
+121%
|
|
|
1014
|
VisionPoint Advisory Group
Dallas,
Texas
|
$336K
|
-$22K
|
-115
|
-5%
|
|
|
1015
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$334K
|
–
|
–
|
–
|
|
|
1016
|
Blalock Williams
Alexander City,
Alabama
|
$331K
|
+$33.6K
|
+175
|
+10%
|
|
|
1017
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$331K
|
–
|
–
|
–
|
|
|
1018
|
Atlas Legacy Advisors
Los Angeles,
California
|
$331K
|
-$39.7K
|
-207
|
-10%
|
|
|
1019
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$326K
|
-$196K
|
-1,020
|
-35%
|
|
|
1020
|
Strategy Asset Managers
Pasadena,
California
|
$325K
|
+$24.9K
|
+130
|
+7%
|
|
|
1021
|
North Star Asset Management
Neenah,
Wisconsin
|
$325K
|
–
|
–
|
–
|
|
|
1022
|
Cairn Investment Group
Vancouver,
Washington
|
$324K
|
-$30.7K
|
-160
|
-8%
|
|
|
1023
|
CX Institutional
Auburn,
Indiana
|
$323K
|
-$82.6K
|
-431
|
-18%
|
|
|
1024
|
First National Trust
Hermitage,
Pennsylvania
|
$323K
|
-$10.4K
|
-54
|
-3%
|
|
|
1025
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$322K
|
-$5.94K
|
-31
|
-2%
|
|
