|
1401
|
Beacon Trust
Morristown,
New Jersey
|
$625K
|
–
|
–
|
–
|
|
|
1402
|
First Bankers Trust
Louisville,
Kentucky
|
$620K
|
+$58.5K
|
+400
|
+10%
|
|
|
1403
|
Bath Savings Trust
Bath,
Maine
|
$616K
|
+$26K
|
+178
|
+4%
|
|
|
1404
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$614K
|
-$44.6K
|
-305
|
-7%
|
|
|
1405
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$614K
|
–
|
–
|
–
|
|
|
1406
|
Independence Trust
Franklin,
Tennessee
|
$612K
|
-$318K
|
-2,175
|
-34%
|
|
|
1407
|
HeadInvest LLC
Portland,
Maine
|
$607K
|
–
|
–
|
–
|
|
|
1408
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$607K
|
–
|
–
|
–
|
|
|
1409
|
Private Vista
Chicago,
Illinois
|
$605K
|
-$51.2K
|
-350
|
-8%
|
|
|
1410
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$602K
|
-$7.46K
|
-51
|
-1%
|
|
|
1411
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$601K
|
–
|
–
|
–
|
|
|
1412
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$598K
|
-$86.1K
|
-589
|
-12%
|
|
|
1413
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$598K
|
+$32.9K
|
+225
|
+6%
|
|
|
1414
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$590K
|
–
|
–
|
–
|
|
|
1415
|
Braver Wealth Management
Needham,
Massachusetts
|
$589K
|
+$219K
|
+1,500
|
+58%
|
|
|
1416
|
AllSquare Wealth Management
Albany,
New York
|
$585K
|
–
|
–
|
–
|
|
|
1417
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$585K
|
–
|
–
|
–
|
|
|
1418
|
Penobscot Investment Management
Boston,
Massachusetts
|
$585K
|
+$2.19K
|
+15
|
+0.4%
|
|
|
1419
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$585K
|
+$39K
|
+267
|
+7%
|
|
|
1420
|
Smith, Moore & Co
Clayton,
Missouri
|
$580K
|
-$11K
|
-75
|
-2%
|
|
|
1421
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$580K
|
-$8.78K
|
-60
|
-1%
|
|
|
1422
|
Iridian Asset Management
Westport,
Connecticut
|
$578K
|
–
|
–
|
–
|
|
|
1423
|
Snowden Capital Advisors
New York
|
$576K
|
+$583K
|
+3,988
|
New
|
|
|
1424
|
Pillar Pacific Capital Management
Pacifica,
California
|
$576K
|
-$20.5K
|
-140
|
-3%
|
|
|
1425
|
MV Capital Management
Bethesda,
Maryland
|
$574K
|
–
|
–
|
–
|
|
