|
301
|
Rebalance
Palo Alto,
California
|
$2M
|
-$1.77M
|
-17,599
|
-47%
|
|
|
302
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.96M
|
-$143K
|
-1,420
|
-7%
|
|
|
303
|
Beacon Financial Group
Dallas,
Texas
|
$1.96M
|
+$151K
|
+1,507
|
+8%
|
|
|
304
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.93M
|
-$279K
|
-2,772
|
-13%
|
|
|
305
|
Transatlantique Private Wealth
New York
|
$1.92M
|
-$320K
|
-3,187
|
-14%
|
|
|
306
|
Guidance Capital
Lousville,
Kentucky
|
$1.84M
|
+$233K
|
+2,318
|
+15%
|
|
|
307
|
RMR Capital Management
Tustin,
California
|
$1.81M
|
+$1.81M
|
+18,020
|
New
|
|
|
308
|
Guggenheim Capital
Chicago,
Illinois
|
$1.78M
|
+$918K
|
+9,134
|
+108%
|
|
|
309
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$1.74M
|
+$136K
|
+1,357
|
+9%
|
|
|
310
|
Nomura Asset Management
Tokyo,
Japan
|
$1.73M
|
+$1.73M
|
+17,200
|
New
|
|
|
311
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$1.72M
|
+$1.72M
|
+17,103
|
New
|
|
|
312
|
Campbell Wealth Management
Alexandria,
Virginia
|
$1.64M
|
+$1.64M
|
+16,317
|
New
|
|
|
313
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$1.63M
|
-$8.02M
|
-79,785
|
-83%
|
|
|
314
|
Successful Portfolios
Clearwater,
Florida
|
$1.62M
|
+$648K
|
+6,446
|
+67%
|
|
|
315
|
Montgomery Investment Management
Rockville,
Maryland
|
$1.62M
|
-$159K
|
-1,580
|
-9%
|
|
|
316
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.6M
|
+$1.6M
|
+15,871
|
New
|
|
|
317
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.59M
|
+$277K
|
+2,753
|
+21%
|
|
|
318
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.57M
|
-$200K
|
-1,992
|
-11%
|
|
|
319
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.51M
|
-$1.67M
|
-16,634
|
-53%
|
|
|
320
|
Farther Finance Advisors
San Francisco,
California
|
$1.5M
|
+$255K
|
+2,539
|
+20%
|
|
|
321
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.5M
|
+$752K
|
+7,482
|
+101%
|
|
|
322
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.5M
|
-$15.4K
|
-153
|
-1%
|
|
|
323
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.48M
|
+$272K
|
+2,711
|
+23%
|
|
|
324
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.46M
|
+$1.45M
|
+14,466
|
New
|
|
|
325
|
Oppenheimer & Co
New York
|
$1.41M
|
-$2.67M
|
-26,541
|
-65%
|
|
