|
651
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.45M
|
+$197K
|
+2,660
|
+10%
|
|
|
652
|
Optimist Retirement Group
Bellevue,
Washington
|
$2.45M
|
-$250K
|
-3,380
|
-10%
|
|
|
653
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.45M
|
-$739
|
-10
|
-0%
|
|
|
654
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$2.44M
|
–
|
–
|
–
|
|
|
655
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$2.43M
|
-$272K
|
-3,680
|
-11%
|
|
|
656
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.42M
|
-$230K
|
-3,110
|
-10%
|
|
|
657
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$2.42M
|
-$361K
|
-4,880
|
-14%
|
|
|
658
|
Heritage Family Offices
Scottsdale,
Arizona
|
$2.42M
|
+$2.17M
|
+29,340
|
New
|
|
|
659
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$2.41M
|
-$3.19M
|
-43,190
|
-60%
|
|
|
660
|
L2 Asset Management
Wayland,
Massachusetts
|
$2.4M
|
-$1.41M
|
-19,090
|
-40%
|
|
|
661
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$2.37M
|
+$2.96K
|
+40
|
+0.1%
|
|
|
662
|
Hilltop National Bank
Casper,
Wyoming
|
$2.36M
|
-$68K
|
-920
|
-3%
|
|
|
663
|
|
$2.36M
|
+$139K
|
+1,880
|
+7%
|
|
|
664
|
|
$2.31M
|
-$1.7M
|
-23,000
|
-45%
|
|
|
665
|
Nomura Holdings
Tokyo,
Japan
|
$2.29M
|
+$90.9K
|
+1,230
|
+5%
|
|
|
666
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$2.27M
|
+$2.03M
|
+27,500
|
New
|
|
|
667
|
Principal Securities
Des Moines,
Iowa
|
$2.26M
|
+$532K
|
+7,200
|
+36%
|
|
|
668
|
Graypoint LLC
Albany,
New York
|
$2.26M
|
+$73.9K
|
+1,000
|
+4%
|
|
|
669
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$2.24M
|
+$134K
|
+1,820
|
+7%
|
|
|
670
|
Pensionfund Sabic
Sittard,
Netherlands
|
$2.23M
|
–
|
–
|
–
|
|
|
671
|
Lindbrook Capital
Calabasas,
California
|
$2.21M
|
+$85K
|
+1,150
|
+4%
|
|
|
672
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$2.2M
|
-$17K
|
-230
|
-0.9%
|
|
|
673
|
Ascension Asset Management
New York
|
$2.19M
|
–
|
–
|
–
|
|
|
674
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.18M
|
+$87.2K
|
+1,180
|
+5%
|
|
|
675
|
Western Financial Corp
San Diego,
California
|
$2.16M
|
+$862K
|
+11,670
|
+81%
|
|
