|
1601
|
Asset Dedication LLC
San Francisco,
California
|
$1.25M
|
-$3.17K
|
-24
|
-0.3%
|
|
|
1602
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.25M
|
-$49.6K
|
-376
|
-4%
|
|
|
1603
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.25M
|
-$106K
|
-802
|
-8%
|
|
|
1604
|
OFI Invest Asset Management
Paris,
France
|
$1.25M
|
-$13.4K
|
-102
|
-0.9%
|
|
|
1605
|
Advisory Research
Chicago,
Illinois
|
$1.25M
|
-$22.3K
|
-169
|
-2%
|
|
|
1606
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.25M
|
+$22.8K
|
+173
|
+2%
|
|
|
1607
|
River Street Advisors
Aurora,
Illinois
|
$1.24M
|
+$95.9K
|
+727
|
+9%
|
|
|
1608
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.24M
|
–
|
–
|
–
|
|
|
1609
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.23M
|
-$24.1K
|
-183
|
-2%
|
|
|
1610
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.23M
|
+$81.1K
|
+615
|
+7%
|
|
|
1611
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$1.23M
|
+$10.6M
|
+80,550
|
+838%
|
|
|
1612
|
Sawyer & Company
Boston,
Massachusetts
|
$1.23M
|
-$200K
|
-1,514
|
-10%
|
|
|
1613
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$1.23M
|
+$1.09M
|
+8,290
|
+1,142%
|
|
|
1614
|
Eagle Bay Advisors
New York
|
$1.23M
|
-$6.72K
|
-51
|
-0.6%
|
|
|
1615
|
IMS Capital Management
Portland,
Oregon
|
$1.22M
|
-$1.85K
|
-14
|
-0.2%
|
|
|
1616
|
Wallace Advisory Group
Lafayette,
California
|
$1.22M
|
+$26.1K
|
+198
|
+2%
|
|
|
1617
|
Intellectus Partners
San Francisco,
California
|
$1.22M
|
+$132
|
+1
|
+0%
|
|
|
1618
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.22M
|
-$1.26M
|
-9,537
|
-52%
|
|
|
1619
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.21M
|
+$77.8K
|
+590
|
+7%
|
|
|
1620
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.21M
|
-$10K
|
-76
|
-0.8%
|
|
|
1621
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.21M
|
-$12.7K
|
-96
|
-1%
|
|
|
1622
|
Ninety One North America
New York
|
$1.21M
|
-$212K
|
-1,607
|
-15%
|
|
|
1623
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.2M
|
+$369K
|
+2,802
|
+46%
|
|
|
1624
|
Nadler Financial Group
Deerfield,
Illinois
|
$1.2M
|
-$156K
|
-1,183
|
-12%
|
|
|
1625
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.19M
|
-$33.2K
|
-252
|
-3%
|
|
