|
1301
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.17M
|
-$1.42M
|
-5,610
|
-39%
|
|
|
1302
|
Asset Dedication LLC
San Francisco,
California
|
$2.17M
|
-$610K
|
-2,414
|
-21%
|
|
|
1303
|
Belpointe Asset Management
Reno,
Nevada
|
$2.17M
|
-$75.8K
|
-300
|
-3%
|
|
|
1304
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.16M
|
+$309K
|
+1,222
|
+16%
|
|
|
1305
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.16M
|
-$204K
|
-807
|
-8%
|
|
|
1306
|
BNC Wealth Management
Beaverton,
Oregon
|
$2.15M
|
-$122K
|
-484
|
-5%
|
|
|
1307
|
Principal Street Partners
Memphis,
Tennessee
|
$2.15M
|
+$1.42M
|
+5,637
|
+176%
|
|
|
1308
|
V Wealth Advisors
Overland Park,
Kansas
|
$2.14M
|
+$580K
|
+2,296
|
+35%
|
|
|
1309
|
Comerica Securities
Detroit,
Michigan
|
$2.12M
|
+$271K
|
+1,074
|
+14%
|
|
|
1310
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.12M
|
+$46.2K
|
+183
|
+2%
|
|
|
1311
|
TriaGen Wealth Management
Calabasas,
California
|
$2.12M
|
-$253
|
-1
|
-0%
|
|
|
1312
|
Elite Wealth Management
Kirkland,
Washington
|
$2.11M
|
+$148K
|
+586
|
+7%
|
|
|
1313
|
Fayez Sarofim & Co
Houston,
Texas
|
$2.1M
|
+$67.4K
|
+267
|
+3%
|
|
|
1314
|
Bank of Marin
Novato,
California
|
$2.1M
|
+$132K
|
+524
|
+6%
|
|
|
1315
|
IMA Advisory Services
Denver,
Colorado
|
$2.1M
|
+$2.18M
|
+8,636
|
New
|
|
|
1316
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.09M
|
+$164K
|
+649
|
+8%
|
|
|
1317
|
Coastline Trust
Providence,
Rhode Island
|
$2.08M
|
-$470K
|
-1,862
|
-18%
|
|
|
1318
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$2.08M
|
-$758
|
-3
|
-0%
|
|
|
1319
|
Donoghue Forlines
Boston,
Massachusetts
|
$2.08M
|
+$119K
|
+472
|
+6%
|
|
|
1320
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$2.07M
|
+$2.15M
|
+8,520
|
New
|
|
|
1321
|
Alaethes Wealth
Glenbrook,
Nevada
|
$2.07M
|
+$2.15M
|
+8,512
|
New
|
|
|
1322
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$2.06M
|
+$152K
|
+600
|
+8%
|
|
|
1323
|
Y-Intercept (HK)
Hong Kong
|
$2.06M
|
+$1.92M
|
+7,602
|
+682%
|
|
|
1324
|
Rational Advisors
Huntington,
New York
|
$2.05M
|
+$735K
|
+2,910
|
+52%
|
|
|
1325
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.05M
|
-$232K
|
-920
|
-10%
|
|
