|
1201
|
SimplyRich
Carlsbad,
California
|
$245K
|
+$206K
|
+1,435
|
New
|
|
|
1202
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$245K
|
+$205K
|
+1,433
|
New
|
|
|
1203
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$242K
|
+$203K
|
+1,419
|
New
|
|
|
1204
|
Procyon Advisors
Shelton,
Connecticut
|
$241K
|
+$203K
|
+1,415
|
New
|
|
|
1205
|
|
$241K
|
+$202K
|
+1,411
|
New
|
|
|
1206
|
Transcend Capital Advisors
Madison,
New Jersey
|
$240K
|
+$201K
|
+1,405
|
New
|
|
|
1207
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$240K
|
+$215K
|
+1,500
|
New
|
|
|
1208
|
Stockman Wealth Management
Billings,
Montana
|
$239K
|
+$201K
|
+1,402
|
New
|
|
|
1209
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$239K
|
+$200K
|
+1,399
|
New
|
|
|
1210
|
Holistic Planning
Nacogdoches,
Texas
|
$238K
|
+$200K
|
+1,394
|
New
|
|
|
1211
|
AssetMark Inc
Concord,
California
|
$237K
|
-$48.3M
|
-337,314
|
-100%
|
|
|
1212
|
Kercheville Advisors
San Antonio,
Texas
|
$236K
|
+$198K
|
+1,382
|
New
|
|
|
1213
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$235K
|
-$124K
|
-868
|
-39%
|
|
|
1214
|
Privium Fund Management (UK)
London,
United Kingdom
|
$234K
|
+$194K
|
+1,356
|
New
|
|
|
1215
|
Members Trust
Tampa,
Florida
|
$234K
|
+$196K
|
+1,371
|
New
|
|
|
1216
|
Anthracite Investment Company
Fort Worth,
Texas
|
$234K
|
+$196K
|
+1,370
|
New
|
|
|
1217
|
PFG Advisors
Phoenix,
Arizona
|
$232K
|
+$195K
|
+1,358
|
New
|
|
|
1218
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$232K
|
-$156K
|
-1,087
|
-44%
|
|
|
1219
|
Pasadena Private Wealth
Pasadena,
California
|
$229K
|
+$193K
|
+1,344
|
New
|
|
|
1220
|
Range Financial Group
Tigard,
Oregon
|
$229K
|
+$192K
|
+1,343
|
New
|
|
|
1221
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$229K
|
-$43.6K
|
-304
|
-18%
|
|
|
1222
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$229K
|
+$190K
|
+1,324
|
New
|
|
|
1223
|
Opal Wealth Advisors
Jericho,
New York
|
$228K
|
+$192K
|
+1,338
|
New
|
|
|
1224
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$228K
|
+$15.5K
|
+108
|
+9%
|
|
|
1225
|
Five Oceans Advisors
Santa Monica,
California
|
$227K
|
+$191K
|
+1,331
|
New
|
|
