|
1401
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$870K
|
–
|
–
|
–
|
|
|
1402
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$868K
|
–
|
–
|
–
|
|
|
1403
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$868K
|
–
|
–
|
–
|
|
|
1404
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$865K
|
+$35.5K
|
+630
|
+5%
|
|
|
1405
|
Regal Investment Advisors
Kentwood,
Michigan
|
$864K
|
+$118K
|
+2,100
|
+17%
|
|
|
1406
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$864K
|
-$62K
|
-1,100
|
-7%
|
|
|
1407
|
Tudor Investment Corp
Stamford,
Connecticut
|
$860K
|
-$2.71M
|
-48,070
|
-77%
|
|
|
1408
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$856K
|
+$795K
|
+14,100
|
New
|
|
|
1409
|
MMBG Investment Advisors
Miami,
Florida
|
$854K
|
–
|
–
|
–
|
|
|
1410
|
Castleview Partners
Dallas,
Texas
|
$854K
|
+$14.1K
|
+250
|
+2%
|
|
|
1411
|
Verus Capital Partners
Scottsdale,
Arizona
|
$853K
|
-$2.82K
|
-50
|
-0.4%
|
|
|
1412
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$847K
|
+$164K
|
+2,900
|
+26%
|
|
|
1413
|
LVW Advisors
Pittsford,
New York
|
$846K
|
+$68.2K
|
+1,210
|
+10%
|
|
|
1414
|
Clal Insurance
Tel-Aviv,
Israel
|
$844K
|
+$783K
|
+13,890
|
New
|
|
|
1415
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$842K
|
+$108K
|
+1,910
|
+16%
|
|
|
1416
|
Hollencrest Capital Management
Newport Beach,
California
|
$842K
|
-$524K
|
-9,300
|
-40%
|
|
|
1417
|
Roberts Capital Advisors
Denver,
Colorado
|
$840K
|
+$780K
|
+13,830
|
New
|
|
|
1418
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$839K
|
-$140K
|
-2,490
|
-15%
|
|
|
1419
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$839K
|
–
|
–
|
–
|
|
|
1420
|
&Partners
Nashville,
Tennessee
|
$838K
|
+$476K
|
+8,450
|
+158%
|
|
|
1421
|
Continental Investors Services
Longview,
Washington
|
$837K
|
+$19.2K
|
+340
|
+3%
|
|
|
1422
|
NWF Advisory Services
Los Angeles,
California
|
$835K
|
+$13.5K
|
+240
|
+2%
|
|
|
1423
|
SOA Wealth Advisors
New York
|
$834K
|
-$20.9K
|
-370
|
-3%
|
|
|
1424
|
BluePointe Capital Management
Menlo Park,
California
|
$834K
|
-$18.6K
|
-330
|
-2%
|
|
|
1425
|
Traveka Wealth
Los Altos,
California
|
$834K
|
-$207K
|
-3,680
|
-21%
|
|
