|
3301
|
|
$5.3M
|
–
|
–
|
–
|
|
|
3302
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$5.3M
|
+$134K
|
+330
|
+2%
|
|
|
3303
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$5.29M
|
-$4.12M
|
-10,182
|
-42%
|
|
|
3304
|
LifeSteps Financial
Claremont,
California
|
$5.29M
|
-$32K
|
-79
|
-0.6%
|
|
|
3305
|
Golden Reserve Retirement
Dublin,
Ohio
|
$5.29M
|
+$2.98M
|
+7,366
|
+108%
|
|
|
3306
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$5.29M
|
-$755K
|
-1,867
|
-12%
|
|
|
3307
|
Clean Yield Group
Norwich,
Vermont
|
$5.29M
|
+$562K
|
+1,388
|
+11%
|
|
|
3308
|
Pilgrim Partners Asia
Singapore
|
$5.28M
|
-$724K
|
-1,790
|
-11%
|
|
|
3309
|
Rockport Wealth
Fairview Park,
Ohio
|
$5.28M
|
-$241K
|
-595
|
-4%
|
|
|
3310
|
E.S. Barr & Co
Lexington,
Kentucky
|
$5.28M
|
-$275K
|
-680
|
-5%
|
|
|
3311
|
MWA Asset Management
Lexington,
Massachusetts
|
$5.27M
|
+$113K
|
+279
|
+2%
|
|
|
3312
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$5.27M
|
+$100K
|
+246
|
+2%
|
|
|
3313
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$5.27M
|
-$75.3K
|
-186
|
-1%
|
|
|
3314
|
REYL & Cie S.A.
Geneva,
Switzerland
|
$5.26M
|
+$5.74M
|
+14,179
|
New
|
|
|
3315
|
Sterling Investment Management
Tucson,
Arizona
|
$5.26M
|
-$332K
|
-821
|
-5%
|
|
|
3316
|
Vaquero Private Wealth
Dallas,
Texas
|
$5.26M
|
+$5.71M
|
+14,106
|
New
|
|
|
3317
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$5.26M
|
+$24.7K
|
+61
|
+0.4%
|
|
|
3318
|
Powers Advisory Group
Highland,
Illinois
|
$5.26M
|
-$180K
|
-444
|
-3%
|
|
|
3319
|
NBH Bank
Greenwood Village,
Colorado
|
$5.25M
|
+$5.7M
|
+14,087
|
New
|
|
|
3320
|
Old North State Trust
Greensboro,
North Carolina
|
$5.25M
|
+$9.7K
|
+24
|
+0.2%
|
|
|
3321
|
Investment Research Partners
Lemont,
Pennsylvania
|
$5.25M
|
+$930K
|
+2,299
|
+20%
|
|
|
3322
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$5.25M
|
-$206K
|
-510
|
-3%
|
|
|
3323
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$5.24M
|
+$514K
|
+1,271
|
+10%
|
|
|
3324
|
Putney Financial Group
San Rafael,
California
|
$5.23M
|
-$56.2K
|
-139
|
-1%
|
|
|
3325
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$5.22M
|
+$134K
|
+330
|
+2%
|
|
