|
1201
|
Pachira Investments
Dana Point,
California
|
$658K
|
+$554K
|
+4,697
|
New
|
|
|
1202
|
Cullen Investment Group
Lafayette,
Louisiana
|
$657K
|
+$9.19K
|
+78
|
+1%
|
|
|
1203
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$656K
|
–
|
–
|
–
|
|
|
1204
|
Close Asset Management
London,
United Kingdom
|
$656K
|
+$187K
|
+1,584
|
+51%
|
|
|
1205
|
VERITY Wealth Advisors
Sausalito,
United States
|
$655K
|
–
|
–
|
–
|
|
|
1206
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$653K
|
–
|
–
|
–
|
|
|
1207
|
Midland Wealth Advisors
Effingham,
Illinois
|
$651K
|
+$245K
|
+2,078
|
+81%
|
|
|
1208
|
Level Four Advisory Services
Dallas,
Texas
|
$649K
|
-$5.42K
|
-46
|
-0.7%
|
|
|
1209
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$649K
|
-$18K
|
-153
|
-3%
|
|
|
1210
|
R.M. Davis Inc
Portland,
Maine
|
$649K
|
+$86.5K
|
+734
|
+19%
|
|
|
1211
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$647K
|
-$120K
|
-1,018
|
-18%
|
|
|
1212
|
Appleton Partners
Boston,
Massachusetts
|
$645K
|
-$10.4K
|
-88
|
-2%
|
|
|
1213
|
Lantz Financial
Naperville,
Illinois
|
$640K
|
+$34.9K
|
+296
|
+7%
|
|
|
1214
|
Crew Capital Management
Cincinnati,
Ohio
|
$640K
|
+$16.6K
|
+141
|
+3%
|
|
|
1215
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$638K
|
–
|
–
|
–
|
|
|
1216
|
|
$638K
|
–
|
–
|
–
|
|
|
1217
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$636K
|
+$283K
|
+2,404
|
+113%
|
|
|
1218
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$635K
|
-$717K
|
-6,080
|
-57%
|
|
|
1219
|
FirstPurpose Wealth
Orem,
Utah
|
$632K
|
–
|
–
|
–
|
|
|
1220
|
BNC Wealth Management
Beaverton,
Oregon
|
$632K
|
-$707
|
-6
|
-0.1%
|
|
|
1221
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$630K
|
+$290K
|
+2,465
|
+121%
|
|
|
1222
|
|
$629K
|
–
|
–
|
–
|
|
|
1223
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$628K
|
+$1.53K
|
+13
|
+0.3%
|
|
|
1224
|
Diligent Investors
Redlands,
California
|
$627K
|
+$40.4K
|
+343
|
+8%
|
|
|
1225
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$627K
|
+$277K
|
+2,349
|
+111%
|
|
