|
401
|
One Degree Advisors
San Diego,
California
|
$3.71M
|
+$889K
|
+9,795
|
+31%
|
|
|
402
|
Rakuten Investment Management
Tokyo,
Japan
|
$3.66M
|
+$3.71M
|
+40,826
|
New
|
|
|
403
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3.66M
|
+$1.23M
|
+13,594
|
+51%
|
|
|
404
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$3.63M
|
+$341K
|
+3,755
|
+10%
|
|
|
405
|
Leeward Financial Partners
Bellevue,
Washington
|
$3.63M
|
+$3.38M
|
+37,189
|
+1,298%
|
|
|
406
|
Cascade Financial Partners
San Diego,
California
|
$3.62M
|
-$775K
|
-8,535
|
-18%
|
|
|
407
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$3.62M
|
+$2M
|
+22,000
|
+122%
|
|
|
408
|
BTG Pactual Asset Management US
New York
|
$3.61M
|
+$1.24M
|
+13,671
|
+52%
|
|
|
409
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.61M
|
-$985K
|
-10,853
|
-21%
|
|
|
410
|
|
$3.61M
|
-$23.5M
|
-258,627
|
-87%
|
|
|
411
|
MFA Wealth Services
Thousand Oaks,
California
|
$3.59M
|
+$55.8K
|
+615
|
+2%
|
|
|
412
|
BOS Asset Management
Springfield,
Illinois
|
$3.59M
|
+$285K
|
+3,141
|
+9%
|
|
|
413
|
VPR Management
Houston,
Texas
|
$3.59M
|
–
|
–
|
–
|
|
|
414
|
First Foundation Advisors
Irvine,
California
|
$3.58M
|
-$817K
|
-9,005
|
-19%
|
|
|
415
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.58M
|
-$811K
|
-8,930
|
-18%
|
|
|
416
|
Asset Management Group
Stamford,
Connecticut
|
$3.58M
|
+$28.8K
|
+317
|
+0.8%
|
|
|
417
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.58M
|
+$189K
|
+2,087
|
+6%
|
|
|
418
|
Note Advisors
Buffalo,
New York
|
$3.58M
|
+$238K
|
+2,626
|
+7%
|
|
|
419
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.56M
|
-$169K
|
-1,857
|
-5%
|
|
|
420
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.53M
|
-$494K
|
-5,443
|
-12%
|
|
|
421
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.52M
|
-$998
|
-11
|
-0%
|
|
|
422
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$3.52M
|
-$69.8K
|
-769
|
-2%
|
|
|
423
|
Clune & Associates
Chicago,
Illinois
|
$3.51M
|
+$227K
|
+2,498
|
+7%
|
|
|
424
|
Matrix Trust Company
Denver,
Colorado
|
$3.48M
|
-$158K
|
-1,737
|
-4%
|
|
|
425
|
Prudent Man Advisors
Naperville,
Illinois
|
$3.47M
|
+$315K
|
+3,474
|
+10%
|
|
