|
801
|
LM Advisors
San Diego,
California
|
$4M
|
+$2.42M
|
+7,581
|
+206%
|
|
|
802
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4M
|
+$956K
|
+3,000
|
+36%
|
|
|
803
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$3.99M
|
-$338K
|
-1,061
|
-9%
|
|
|
804
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$3.97M
|
-$830K
|
-2,606
|
-19%
|
|
|
805
|
Matrix Trust Company
Denver,
Colorado
|
$3.97M
|
+$272K
|
+853
|
+8%
|
|
|
806
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.96M
|
+$478K
|
+1,500
|
+16%
|
|
|
807
|
Avalon Trust
Santa Fe,
New Mexico
|
$3.94M
|
+$40.2K
|
+126
|
+1%
|
|
|
808
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.91M
|
–
|
–
|
–
|
|
|
809
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$3.89M
|
–
|
–
|
–
|
|
|
810
|
Charter Research & Investment Group
Southport,
Connecticut
|
$3.89M
|
-$28.7K
|
-90
|
-0.8%
|
|
|
811
|
Shikiar Asset Management
New York
|
$3.88M
|
–
|
–
|
–
|
|
|
812
|
MBL Wealth
Charlotte,
North Carolina
|
$3.88M
|
+$97.8K
|
+307
|
+3%
|
|
|
813
|
Westfuller Advisors
New York
|
$3.87M
|
+$315K
|
+990
|
+10%
|
|
|
814
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$3.87M
|
+$379K
|
+1,189
|
+12%
|
|
|
815
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$3.87M
|
+$178K
|
+559
|
+5%
|
|
|
816
|
Centric Wealth Management
Chicago,
Illinois
|
$3.84M
|
-$16.6K
|
-52
|
-0.5%
|
|
|
817
|
Vienna Asset Management
Saratoga,
California
|
$3.84M
|
+$2.88M
|
+9,053
|
+520%
|
|
|
818
|
Calton & Associates
Tampa,
Florida
|
$3.79M
|
+$361K
|
+1,133
|
+12%
|
|
|
819
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.79M
|
-$720K
|
-2,258
|
-17%
|
|
|
820
|
SMART Wealth
Omaha,
Nebraska
|
$3.78M
|
+$16.9K
|
+53
|
+0.5%
|
|
|
821
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$3.77M
|
-$57.4K
|
-180
|
-2%
|
|
|
822
|
Cannell & Spears
New York
|
$3.76M
|
–
|
–
|
–
|
|
|
823
|
Samalin Investment Counsel
Chappaqua,
New York
|
$3.75M
|
+$20.4K
|
+64
|
+0.6%
|
|
|
824
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.73M
|
-$31.9K
|
-100
|
-0.9%
|
|
|
825
|
Clare Market Investments
Dallas,
Texas
|
$3.73M
|
+$320K
|
+1,004
|
+11%
|
|
