|
1026
|
Weatherly Asset Management
Del Mar,
California
|
$1.53M
|
-$122K
|
-2,757
|
-8%
|
|
|
1027
|
High Pointe Capital Management
Chicago,
Illinois
|
$1.52M
|
–
|
–
|
–
|
|
|
1028
|
Integre Asset Management
New York
|
$1.52M
|
+$1.49M
|
+33,742
|
New
|
|
|
1029
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.52M
|
-$11.3K
|
-256
|
-0.7%
|
|
|
1030
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.52M
|
+$52.2K
|
+1,179
|
+4%
|
|
|
1031
|
Choreo LLC
Rockford,
Illinois
|
$1.5M
|
-$172K
|
-3,890
|
-10%
|
|
|
1032
|
Delphi Management
Brookline,
Massachusetts
|
$1.5M
|
-$194K
|
-4,390
|
-12%
|
|
|
1033
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.5M
|
+$46.5K
|
+1,050
|
+3%
|
|
|
1034
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.49M
|
+$88.4K
|
+1,995
|
+6%
|
|
|
1035
|
American Assets Investment Management
San Diego,
California
|
$1.49M
|
+$222K
|
+5,000
|
+18%
|
|
|
1036
|
BFSG LLC
Irvine,
California
|
$1.48M
|
+$113K
|
+2,543
|
+8%
|
|
|
1037
|
Taurus Asset Management
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
1038
|
Howland Capital Management
Boston,
Massachusetts
|
$1.48M
|
-$54.4K
|
-1,227
|
-4%
|
|
|
1039
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.47M
|
-$120K
|
-2,700
|
-8%
|
|
|
1040
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.47M
|
+$115K
|
+2,593
|
+9%
|
|
|
1041
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.47M
|
+$27.2K
|
+615
|
+2%
|
|
|
1042
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.46M
|
+$45.4K
|
+1,025
|
+3%
|
|
|
1043
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.46M
|
+$1.28M
|
+28,803
|
+845%
|
|
|
1044
|
Qtron Investments
Boston,
Massachusetts
|
$1.46M
|
+$381K
|
+8,589
|
+36%
|
|
|
1045
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.45M
|
+$7K
|
+158
|
+0.5%
|
|
|
1046
|
CIBC Bank USA
Chicago,
Illinois
|
$1.45M
|
+$229K
|
+5,167
|
+19%
|
|
|
1047
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.45M
|
+$3.37K
|
+76
|
+0.2%
|
|
|
1048
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$1.45M
|
+$157K
|
+3,539
|
+12%
|
|
|
1049
|
Oak Asset Management
Westlake Village,
California
|
$1.45M
|
+$47.6K
|
+1,075
|
+3%
|
|
|
1050
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.45M
|
+$16.7K
|
+377
|
+1%
|
|
