|
1301
|
|
$15.1M
|
-$90.7M
|
-316,739
|
-87%
|
|
|
1302
|
Pine Ridge Advisers
New York
|
$15.1M
|
–
|
–
|
–
|
|
|
1303
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$15.1M
|
+$9.08M
|
+31,709
|
+195%
|
|
|
1304
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$15M
|
-$504K
|
-1,758
|
-4%
|
|
|
1305
|
Alpha Cubed Investments
Irvine,
California
|
$15M
|
-$98.8K
|
-345
|
-0.7%
|
|
|
1306
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$14.9M
|
-$361K
|
-1,260
|
-3%
|
|
|
1307
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$14.9M
|
-$500K
|
-1,744
|
-4%
|
|
|
1308
|
Algert Global
San Francisco,
California
|
$14.9M
|
+$1.68M
|
+5,872
|
+14%
|
|
|
1309
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$14.8M
|
-$341K
|
-1,192
|
-2%
|
|
|
1310
|
Delta Investment Management
San Francisco,
California
|
$14.8M
|
+$133K
|
+465
|
+1%
|
|
|
1311
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$14.8M
|
-$163K
|
-569
|
-1%
|
|
|
1312
|
Howland Capital Management
Boston,
Massachusetts
|
$14.7M
|
-$17.2K
|
-60
|
-0.1%
|
|
|
1313
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$14.7M
|
+$6.06M
|
+21,163
|
+82%
|
|
|
1314
|
Romano Brothers & Co
Evanston,
Illinois
|
$14.7M
|
-$291K
|
-1,015
|
-2%
|
|
|
1315
|
Pavion Blue Capital
Newport Beach,
California
|
$14.7M
|
-$90.5K
|
-316
|
-0.7%
|
|
|
1316
|
3Chopt Investment Partners
Richmond,
Virginia
|
$14.7M
|
+$182K
|
+636
|
+1%
|
|
|
1317
|
Ithaka Group
Arlington,
Virginia
|
$14.6M
|
+$208K
|
+725
|
+2%
|
|
|
1318
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$14.6M
|
+$23.2K
|
+81
|
+0.2%
|
|
|
1319
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$14.6M
|
+$596K
|
+2,081
|
+5%
|
|
|
1320
|
PDS Planning
Dublin,
Ohio
|
$14.6M
|
+$389K
|
+1,359
|
+3%
|
|
|
1321
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$14.6M
|
-$75.1K
|
-262
|
-0.6%
|
|
|
1322
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$14.5M
|
+$2.94M
|
+10,278
|
+29%
|
|
|
1323
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$14.5M
|
-$1.13M
|
-3,949
|
-8%
|
|
|
1324
|
Silvant Capital Management
Atlanta,
Georgia
|
$14.5M
|
+$71.6K
|
+250
|
+0.5%
|
|
|
1325
|
Mission Creek Capital Partners
San Francisco,
California
|
$14.5M
|
+$408K
|
+1,424
|
+3%
|
|
