|
1201
|
Delta Accumulation LLC
Sausalito,
California
|
$264K
|
–
|
–
|
–
|
|
|
1202
|
Hamilton Wealth
Encino,
California
|
$262K
|
-$1.22M
|
-14,372
|
-85%
|
|
|
1203
|
Grimes & Company
Westborough,
Massachusetts
|
$262K
|
+$222K
|
+2,624
|
New
|
|
|
1204
|
Forte Capital
Rochester,
New York
|
$262K
|
+$222K
|
+2,622
|
New
|
|
|
1205
|
Essex Financial Services
Essex,
Connecticut
|
$261K
|
+$222K
|
+2,614
|
New
|
|
|
1206
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$261K
|
+$221K
|
+2,610
|
New
|
|
|
1207
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$260K
|
-$15.6K
|
-184
|
-7%
|
|
|
1208
|
NKCFO LLC
Geneva,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
1209
|
CTC Capital Management
Chicago,
Illinois
|
$260K
|
+$220K
|
+2,600
|
New
|
|
|
1210
|
EPG Wealth Management
Atlanta,
Georgia
|
$258K
|
+$219K
|
+2,586
|
New
|
|
|
1211
|
Aspiriant LLC
Los Angeles,
California
|
$257K
|
+$218K
|
+2,576
|
New
|
|
|
1212
|
Harvest Fund Management
Beijing,
China
|
$257K
|
+$134K
|
+1,586
|
+160%
|
|
|
1213
|
PVG Asset Management
Golden,
Colorado
|
$256K
|
+$217K
|
+2,566
|
New
|
|
|
1214
|
First Horizon Advisors
Memphis,
Tennessee
|
$255K
|
-$19.5K
|
-230
|
-8%
|
|
|
1215
|
Capital Planning Advisors
Roseville,
California
|
$254K
|
-$83.7K
|
-988
|
-28%
|
|
|
1216
|
Optimum Investment Advisors
Chicago,
Illinois
|
$254K
|
+$11.9K
|
+140
|
+6%
|
|
|
1217
|
Aureus Asset Management
Boston,
Massachusetts
|
$253K
|
+$215K
|
+2,536
|
New
|
|
|
1218
|
SlateStone Wealth
Jupiter,
Florida
|
$253K
|
+$214K
|
+2,530
|
New
|
|
|
1219
|
Blue Trust Inc
Alpharetta,
Georgia
|
$252K
|
+$256K
|
+3,022
|
+519%
|
|
|
1220
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$251K
|
+$213K
|
+2,512
|
New
|
|
|
1221
|
Ceera Investments
Bellaire,
Texas
|
$250K
|
+$212K
|
+2,500
|
New
|
|
|
1222
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$246K
|
+$217K
|
+2,566
|
New
|
|
|
1223
|
Siemens Fonds Invest
Munich,
Germany
|
$245K
|
+$208K
|
+2,454
|
New
|
|
|
1224
|
Mather Group
Chicago,
Illinois
|
$244K
|
+$207K
|
+2,442
|
New
|
|
|
1225
|
Fisher Asset Management
Camas,
Washington
|
$243K
|
-$744K
|
-8,784
|
-78%
|
|
