|
2226
|
Asset Dedication LLC
San Francisco,
California
|
$11.8M
|
-$2.03M
|
-4,849
|
-13%
|
|
|
2227
|
Brookwood Investment Group
Phoenix,
Arizona
|
$11.8M
|
-$4.55M
|
-10,866
|
-25%
|
|
|
2228
|
Lakehouse Capital
Sydney NSW,
Australia
|
$11.8M
|
+$5.38M
|
+12,866
|
+144%
|
|
|
2229
|
Focused Alpha LLC
Denver,
Colorado
|
$11.7M
|
-$1.41M
|
-3,380
|
-10%
|
|
|
2230
|
Chronos Wealth Management
Clearwater,
Florida
|
$11.7M
|
+$174K
|
+416
|
+1%
|
|
|
2231
|
CGN Advisors
Manhattan,
Kansas
|
$11.7M
|
+$416K
|
+993
|
+3%
|
|
|
2232
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11.7M
|
-$217K
|
-518
|
-2%
|
|
|
2233
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$11.7M
|
+$1.99M
|
+4,762
|
+18%
|
|
|
2234
|
Birch Capital Management
Dallas,
Texas
|
$11.7M
|
-$79.9K
|
-191
|
-0.6%
|
|
|
2235
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$11.7M
|
+$2.43M
|
+5,804
|
+23%
|
|
|
2236
|
Anchyra Partners
Atlanta,
Georgia
|
$11.7M
|
+$982K
|
+2,347
|
+8%
|
|
|
2237
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.6M
|
-$304M
|
-726,875
|
-96%
|
|
|
2238
|
Alight Capital Management
New York
|
$11.6M
|
-$9.88M
|
-23,600
|
-43%
|
|
|
2239
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$11.6M
|
+$187K
|
+446
|
+1%
|
|
|
2240
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$11.6M
|
+$302K
|
+721
|
+2%
|
|
|
2241
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$11.6M
|
+$3.15M
|
+7,531
|
+32%
|
|
|
2242
|
DGS Capital Management
Jersey City,
New Jersey
|
$11.6M
|
+$198K
|
+472
|
+2%
|
|
|
2243
|
Advyzon Investment Management
Lisle,
Illinois
|
$11.6M
|
+$38.1K
|
+91
|
+0.3%
|
|
|
2244
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$11.6M
|
+$94.2K
|
+225
|
+0.7%
|
|
|
2245
|
OneAscent Financial Services
Birmingham,
Alabama
|
$11.6M
|
+$5.25M
|
+12,558
|
+67%
|
|
|
2246
|
Oxler Private Wealth
Rye Brook,
New York
|
$11.6M
|
+$38.9K
|
+93
|
+0.3%
|
|
|
2247
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$11.6M
|
+$490K
|
+1,170
|
+4%
|
|
|
2248
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$11.5M
|
+$472K
|
+1,127
|
+4%
|
|
|
2249
|
Permanens Capital
New York
|
$11.5M
|
+$2.48M
|
+5,922
|
+23%
|
|
|
2250
|
JB Capital
Wethersfield,
Connecticut
|
$11.5M
|
+$1.57M
|
+3,756
|
+14%
|
|
