|
401
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$4.49M
|
+$275K
|
+5,295
|
+7%
|
|
|
402
|
Axxcess Wealth Management
Carlsbad,
California
|
$4.48M
|
+$808K
|
+15,552
|
+23%
|
|
|
403
|
Acima Private Wealth
Richmond,
Virginia
|
$4.41M
|
–
|
–
|
–
|
|
|
404
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.4M
|
+$1.12M
|
+21,488
|
+35%
|
|
|
405
|
Westside Investment Management
Santa Monica,
California
|
$4.38M
|
+$24.3K
|
+467
|
+0.6%
|
|
|
406
|
Rye Brook Capital
Greenwich,
Connecticut
|
$4.38M
|
+$4.25M
|
+81,720
|
New
|
|
|
407
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.33M
|
-$142K
|
-2,728
|
-3%
|
|
|
408
|
Integrated Advisors Network
Dallas,
Texas
|
$4.3M
|
-$960K
|
-18,479
|
-19%
|
|
|
409
|
Everstar Asset Management
Mooresville,
North Carolina
|
$4.29M
|
+$1.62M
|
+31,125
|
+64%
|
|
|
410
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$4.29M
|
-$58.2M
|
-1,120,000
|
-93%
|
|
|
411
|
Global Retirement Partners
San Rafael,
California
|
$4.28M
|
+$4.15M
|
+79,897
|
New
|
|
|
412
|
Abbot Financial Management
Andover,
Massachusetts
|
$4.25M
|
+$676
|
+13
|
+0%
|
|
|
413
|
Belpointe Asset Management
Reno,
Nevada
|
$4.25M
|
+$255K
|
+4,914
|
+7%
|
|
|
414
|
Mission Wealth Management
Santa Barbara,
California
|
$4.2M
|
+$722K
|
+13,887
|
+22%
|
|
|
415
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.17M
|
-$176K
|
-3,383
|
-4%
|
|
|
416
|
Retirement Planning Group (New York)
Malta,
New York
|
$4.1M
|
-$15K
|
-289
|
-0.4%
|
|
|
417
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$4.09M
|
-$35.1K
|
-675
|
-0.9%
|
|
|
418
|
Nomura Asset Management
Tokyo,
Japan
|
$4.09M
|
+$1.75M
|
+33,700
|
+79%
|
|
|
419
|
Asset Allocation Strategies
Farmington,
Michigan
|
$4.07M
|
+$47.1K
|
+906
|
+1%
|
|
|
420
|
Pine Valley Investments
Marlton,
New Jersey
|
$4.05M
|
+$229K
|
+4,398
|
+6%
|
|
|
421
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$4.05M
|
+$352K
|
+6,765
|
+10%
|
|
|
422
|
Point72 Asset Management
Stamford,
Connecticut
|
$4.02M
|
+$2.6M
|
+50,000
|
+200%
|
|
|
423
|
North Star Investment Management
Chicago,
Illinois
|
$3.97M
|
-$125K
|
-2,405
|
-3%
|
|
|
424
|
Addison Capital
Conshohocken,
Pennsylvania
|
$3.97M
|
+$361K
|
+6,942
|
+10%
|
|
|
425
|
ticino wealth
Mission Viejo,
California
|
$3.96M
|
-$1.56K
|
-30
|
-0%
|
|
