|
1301
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.77M
|
-$4.13M
|
-17,392
|
-71%
|
|
|
1302
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.76M
|
-$79.4K
|
-334
|
-4%
|
|
|
1303
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$1.76M
|
–
|
–
|
–
|
|
|
1304
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.76M
|
+$422K
|
+1,776
|
+33%
|
|
|
1305
|
Capital Planning Advisors
Roseville,
California
|
$1.76M
|
+$27.6K
|
+116
|
+2%
|
|
|
1306
|
Strategic Financial Services
Utica,
New York
|
$1.76M
|
–
|
–
|
–
|
|
|
1307
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.76M
|
-$64.9M
|
-273,255
|
-97%
|
|
|
1308
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$1.76M
|
+$55.8K
|
+235
|
+3%
|
|
|
1309
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.76M
|
+$1.68M
|
+7,073
|
New
|
|
|
1310
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.76M
|
-$60.8K
|
-256
|
-3%
|
|
|
1311
|
Pacific Sun Financial
Los Angeles,
California
|
$1.75M
|
+$30.4K
|
+128
|
+2%
|
|
|
1312
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.75M
|
-$11.9K
|
-50
|
-0.7%
|
|
|
1313
|
Rakuten Investment Management
Tokyo,
Japan
|
$1.75M
|
+$1.64M
|
+6,905
|
New
|
|
|
1314
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$1.75M
|
+$1.67M
|
+7,027
|
New
|
|
|
1315
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.74M
|
-$220K
|
-924
|
-12%
|
|
|
1316
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.74M
|
+$71.3K
|
+300
|
+4%
|
|
|
1317
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.74M
|
+$1.38M
|
+5,820
|
+496%
|
|
|
1318
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.74M
|
+$22.3K
|
+94
|
+1%
|
|
|
1319
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.74M
|
-$48.2K
|
-203
|
-3%
|
|
|
1320
|
R.M. Davis Inc
Portland,
Maine
|
$1.74M
|
+$12.4K
|
+52
|
+0.7%
|
|
|
1321
|
Advisor Resource Council
Dallas,
Texas
|
$1.74M
|
+$590K
|
+2,483
|
+55%
|
|
|
1322
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.74M
|
+$459K
|
+1,932
|
+38%
|
|
|
1323
|
West Wealth Group
Irvine,
California
|
$1.74M
|
-$49.7K
|
-209
|
-3%
|
|
|
1324
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.73M
|
+$142K
|
+598
|
+9%
|
|
|
1325
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.73M
|
+$1.65M
|
+6,948
|
New
|
|
