|
1301
|
Pachira Investments
Dana Point,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
1302
|
Vontobel Holding
Zurich,
Switzerland
|
$1.29M
|
-$20.7M
|
-73,749
|
-94%
|
|
|
1303
|
Colorado Capital Management
Boulder,
Colorado
|
$1.29M
|
-$205K
|
-731
|
-15%
|
|
|
1304
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.29M
|
–
|
–
|
–
|
|
|
1305
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.29M
|
-$3.09K
|
-11
|
-0.3%
|
|
|
1306
|
Waystone Advisors
Redmond,
Washington
|
$1.29M
|
+$167K
|
+594
|
+16%
|
|
|
1307
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.28M
|
+$309K
|
+1,101
|
+35%
|
|
|
1308
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.28M
|
–
|
–
|
–
|
|
|
1309
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.28M
|
-$40.5K
|
-144
|
-3%
|
|
|
1310
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.28M
|
+$452K
|
+1,607
|
+61%
|
|
|
1311
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$1.27M
|
+$353K
|
+1,257
|
+42%
|
|
|
1312
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.27M
|
+$4.78K
|
+17
|
+0.4%
|
|
|
1313
|
Garde Capital
Seattle,
Washington
|
$1.27M
|
-$98.9K
|
-352
|
-8%
|
|
|
1314
|
Petix & Botte Financial
La Mesa,
California
|
$1.26M
|
+$446K
|
+1,588
|
+61%
|
|
|
1315
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.26M
|
–
|
–
|
–
|
|
|
1316
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.26M
|
-$21.1K
|
-75
|
-2%
|
|
|
1317
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.25M
|
+$33.2K
|
+118
|
+3%
|
|
|
1318
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$1.25M
|
–
|
–
|
–
|
|
|
1319
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1.25M
|
-$7.03K
|
-25
|
-0.6%
|
|
|
1320
|
Chicago Capital
Chicago,
Illinois
|
$1.25M
|
-$9.27K
|
-33
|
-0.8%
|
|
|
1321
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.25M
|
-$14.1K
|
-50
|
-1%
|
|
|
1322
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.25M
|
-$34K
|
-121
|
-3%
|
|
|
1323
|
Roan Capital Partners
Johnson City,
Tennessee
|
$1.25M
|
-$376K
|
-1,339
|
-24%
|
|
|
1324
|
Atlas Brown
Louisville,
Kentucky
|
$1.25M
|
-$27.5K
|
-98
|
-2%
|
|
|
1325
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.24M
|
–
|
–
|
–
|
|
