|
351
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.96M
|
-$5.14M
|
-301,666
|
-71%
|
|
|
352
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.95M
|
+$614K
|
+36,036
|
+40%
|
|
|
353
|
Fortis Capital Management
Bellevue,
Washington
|
$1.95M
|
-$306K
|
-17,942
|
-13%
|
|
|
354
|
Harbour Investments
Madison,
Wisconsin
|
$1.94M
|
+$2.1M
|
+123,138
|
New
|
|
|
355
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.92M
|
+$607K
|
+35,652
|
+41%
|
|
|
356
|
AllSquare Wealth Management
Albany,
New York
|
$1.9M
|
+$67.2K
|
+3,948
|
+3%
|
|
|
357
|
AHL Investment Management
Winter Park,
Florida
|
$1.89M
|
+$510K
|
+29,932
|
+33%
|
|
|
358
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.88M
|
-$49.2K
|
-2,890
|
-2%
|
|
|
359
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.87M
|
-$116K
|
-6,800
|
-5%
|
|
|
360
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.84M
|
+$1.99M
|
+116,948
|
New
|
|
|
361
|
Passive Capital Management
Baltimore,
Maryland
|
$1.83M
|
+$148K
|
+8,690
|
+8%
|
|
|
362
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.81M
|
+$8.24K
|
+484
|
+0.4%
|
|
|
363
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.8M
|
+$533K
|
+31,270
|
+38%
|
|
|
364
|
Foster Group
West Des Moines,
Iowa
|
$1.79M
|
+$206K
|
+12,066
|
+12%
|
|
|
365
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.79M
|
+$62.9K
|
+3,694
|
+3%
|
|
|
366
|
Moneywise Inc
Forest,
Virginia
|
$1.76M
|
+$21.6K
|
+1,266
|
+1%
|
|
|
367
|
Madden Securities
Dallas,
Texas
|
$1.75M
|
+$32.2K
|
+1,888
|
+2%
|
|
|
368
|
Sage Financial Management Group
Mclean,
Virginia
|
$1.74M
|
-$183K
|
-10,770
|
-9%
|
|
|
369
|
Merriman Wealth Management
Seattle,
Washington
|
$1.72M
|
+$179K
|
+10,512
|
+11%
|
|
|
370
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.7M
|
+$78.7K
|
+4,618
|
+4%
|
|
|
371
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.7M
|
+$6.3K
|
+370
|
+0.3%
|
|
|
372
|
Trinity Financial Advisors
Columbus,
Ohio
|
$1.68M
|
+$348K
|
+20,460
|
+24%
|
|
|
373
|
Lido Advisors
Los Angeles,
California
|
$1.68M
|
-$3.2K
|
-188
|
-0.2%
|
|
|
374
|
Valmark Advisers
Akron,
Ohio
|
$1.67M
|
+$371K
|
+21,764
|
+26%
|
|
|
375
|
Laidlaw Wealth Management
New York City,
New York
|
$1.67M
|
-$98.1K
|
-5,762
|
-5%
|
|
