|
1101
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$1.78M
|
–
|
–
|
–
|
|
|
1102
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.77M
|
–
|
–
|
–
|
|
|
1103
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.77M
|
+$198K
|
+1,498
|
+14%
|
|
|
1104
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.77M
|
+$185K
|
+1,399
|
+13%
|
|
|
1105
|
Origin Asset Management
London,
United Kingdom
|
$1.77M
|
+$1.66M
|
+12,500
|
New
|
|
|
1106
|
Moser Wealth Advisors
Bellevue,
Washington
|
$1.76M
|
-$26.5K
|
-200
|
-2%
|
|
|
1107
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.76M
|
+$1.65M
|
+12,443
|
New
|
|
|
1108
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.75M
|
+$122K
|
+918
|
+8%
|
|
|
1109
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.75M
|
-$3.98K
|
-30
|
-0.2%
|
|
|
1110
|
|
$1.74M
|
+$159K
|
+1,200
|
+11%
|
|
|
1111
|
Argent Capital Management
St Louis,
Missouri
|
$1.74M
|
–
|
–
|
–
|
|
|
1112
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.73M
|
+$223K
|
+1,681
|
+16%
|
|
|
1113
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.73M
|
-$168K
|
-1,265
|
-9%
|
|
|
1114
|
Grimes & Company
Westborough,
Massachusetts
|
$1.72M
|
-$61.1K
|
-461
|
-4%
|
|
|
1115
|
Clarius Group LLC
Seattle,
Washington
|
$1.72M
|
+$149K
|
+1,127
|
+10%
|
|
|
1116
|
Patton Fund Management
Dallas,
Texas
|
$1.72M
|
-$389K
|
-2,938
|
-19%
|
|
|
1117
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.72M
|
-$60.9K
|
-460
|
-4%
|
|
|
1118
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.72M
|
+$258K
|
+1,947
|
+19%
|
|
|
1119
|
PAX Financial Group
San Antonio,
Texas
|
$1.71M
|
+$239K
|
+1,804
|
+18%
|
|
|
1120
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$1.7M
|
-$1.95M
|
-14,698
|
-55%
|
|
|
1121
|
Lee Capital Holdings
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
1122
|
United Fire Group
Cedar Rapids,
Iowa
|
$1.7M
|
–
|
–
|
–
|
|
|
1123
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.7M
|
+$1.59M
|
+12,000
|
New
|
|
|
1124
|
Advisor OS
Chicago,
Illinois
|
$1.7M
|
+$948K
|
+7,156
|
+148%
|
|
|
1125
|
Icon Wealth Partners
Houston,
Texas
|
$1.7M
|
+$273K
|
+2,057
|
+21%
|
|
