|
1051
|
Trillium Asset Management
Boston,
Massachusetts
|
$238K
|
+$245K
|
+8,630
|
New
|
|
|
1052
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$237K
|
+$5.4K
|
+190
|
+2%
|
|
|
1053
|
IPG Investment Advisors
San Diego,
California
|
$236K
|
–
|
–
|
–
|
|
|
1054
|
Clearstead Advisors
Cleveland,
Ohio
|
$236K
|
+$243K
|
+8,560
|
New
|
|
|
1055
|
Boltwood Capital Management
Walnut Creek,
California
|
$235K
|
–
|
–
|
–
|
|
|
1056
|
Gradient Capital Advisors
San Diego,
California
|
$231K
|
-$17.6K
|
-620
|
-7%
|
|
|
1057
|
Wedge Capital Management
Charlotte,
North Carolina
|
$231K
|
-$11.9K
|
-420
|
-5%
|
|
|
1058
|
|
$230K
|
-$14.2K
|
-500
|
-6%
|
|
|
1059
|
Bank OZK
Little Rock,
Arkansas
|
$229K
|
-$989K
|
-34,770
|
-81%
|
|
|
1060
|
Doliver Advisors
Houston,
Texas
|
$228K
|
+$223K
|
+7,850
|
New
|
|
|
1061
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$227K
|
-$356K
|
-12,520
|
-60%
|
|
|
1062
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$227K
|
+$569
|
+20
|
+0.2%
|
|
|
1063
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$226K
|
+$227K
|
+8,000
|
+4,444%
|
|
|
1064
|
Bay Colony Advisors
Concord,
Massachusetts
|
$226K
|
+$233K
|
+8,200
|
New
|
|
|
1065
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$223K
|
-$1.62M
|
-56,920
|
-88%
|
|
|
1066
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$222K
|
+$32.7K
|
+1,150
|
+17%
|
|
|
1067
|
Neville Rodie & Shaw
New York
|
$221K
|
–
|
–
|
–
|
|
|
1068
|
Vantage Wealth
Pasadena,
California
|
$221K
|
–
|
–
|
–
|
|
|
1069
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$216K
|
-$49.5K
|
-1,740
|
-18%
|
|
|
1070
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$216K
|
-$23.6K
|
-830
|
-10%
|
|
|
1071
|
Allen Investment Management
New York
|
$215K
|
–
|
–
|
–
|
|
|
1072
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
1073
|
Essex Financial Services
Essex,
Connecticut
|
$208K
|
+$214K
|
+7,540
|
New
|
|
|
1074
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$207K
|
+$188K
|
+6,620
|
New
|
|
|
1075
|
SlateStone Wealth
Jupiter,
Florida
|
$206K
|
-$45.2K
|
-1,590
|
-18%
|
|
