|
1101
|
CenterBook Partners
Greenwich,
Connecticut
|
$2.5M
|
+$1.26M
|
+2,334
|
+95%
|
|
|
1102
|
Freedom Day Solutions
Houston,
Texas
|
$2.5M
|
-$2.16K
|
-4
|
-0.1%
|
|
|
1103
|
American Money Management
Rancho Santa Fe,
California
|
$2.49M
|
+$993K
|
+1,840
|
+63%
|
|
|
1104
|
Clarius Group LLC
Seattle,
Washington
|
$2.48M
|
-$76.1K
|
-141
|
-3%
|
|
|
1105
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$2.47M
|
-$487K
|
-902
|
-16%
|
|
|
1106
|
Bath Savings Trust
Bath,
Maine
|
$2.47M
|
+$193K
|
+357
|
+8%
|
|
|
1107
|
Soltis Investment Advisors
St. George,
Utah
|
$2.47M
|
-$13.5K
|
-25
|
-0.5%
|
|
|
1108
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.47M
|
+$1.75M
|
+3,241
|
+217%
|
|
|
1109
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$2.46M
|
-$34K
|
-63
|
-1%
|
|
|
1110
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$2.46M
|
+$125K
|
+231
|
+5%
|
|
|
1111
|
Bank of Hawaii
Honolulu,
Hawaii
|
$2.45M
|
-$2.16K
|
-4
|
-0.1%
|
|
|
1112
|
Cigna Investments
Bloomfield,
Connecticut
|
$2.44M
|
-$39.4K
|
-73
|
-2%
|
|
|
1113
|
Trivant Custom Portfolio Group
San Diego,
California
|
$2.44M
|
+$2.16M
|
+4,009
|
+607%
|
|
|
1114
|
Great Lakes Retirement
Sandusky,
Ohio
|
$2.43M
|
+$336K
|
+623
|
+15%
|
|
|
1115
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.42M
|
-$22.7K
|
-42
|
-0.9%
|
|
|
1116
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.4M
|
-$90.7K
|
-168
|
-4%
|
|
|
1117
|
Belpointe Asset Management
Reno,
Nevada
|
$2.4M
|
-$967K
|
-1,792
|
-28%
|
|
|
1118
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.4M
|
-$95K
|
-176
|
-4%
|
|
|
1119
|
Forte Capital
Rochester,
New York
|
$2.4M
|
-$47.5K
|
-88
|
-2%
|
|
|
1120
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.39M
|
-$97.7K
|
-181
|
-4%
|
|
|
1121
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.39M
|
-$55.6K
|
-103
|
-2%
|
|
|
1122
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.38M
|
–
|
–
|
–
|
|
|
1123
|
Alterity Financial Group
Bangor,
Maine
|
$2.38M
|
-$86.3K
|
-160
|
-3%
|
|
|
1124
|
Centaurus Financial
Anaheim,
California
|
$2.38M
|
-$310K
|
-574
|
-11%
|
|
|
1125
|
Montchanin Asset Management
Montchanin,
Delaware
|
$2.37M
|
+$27K
|
+50
|
+1%
|
|
