|
1701
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$2.02M
|
-$130K
|
-832
|
-6%
|
|
|
1702
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$2.01M
|
+$667K
|
+4,262
|
+55%
|
|
|
1703
|
LVW Advisors
Pittsford,
New York
|
$2.01M
|
+$169K
|
+1,077
|
+10%
|
|
|
1704
|
3Chopt Investment Partners
Richmond,
Virginia
|
$2.01M
|
+$300K
|
+1,916
|
+19%
|
|
|
1705
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$2.01M
|
–
|
–
|
–
|
|
|
1706
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.01M
|
-$354K
|
-2,264
|
-16%
|
|
|
1707
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$2.01M
|
-$7.2K
|
-46
|
-0.4%
|
|
|
1708
|
|
$1.99M
|
+$402K
|
+2,570
|
+27%
|
|
|
1709
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$1.99M
|
+$757K
|
+4,837
|
+68%
|
|
|
1710
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.99M
|
-$2.17M
|
-13,852
|
-54%
|
|
|
1711
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.98M
|
-$58.1K
|
-371
|
-3%
|
|
|
1712
|
Aire Advisors
Beverly Hills,
California
|
$1.98M
|
-$153K
|
-977
|
-8%
|
|
|
1713
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.98M
|
+$28.2K
|
+180
|
+2%
|
|
|
1714
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$1.97M
|
+$108K
|
+688
|
+6%
|
|
|
1715
|
CFC Planning Company
Cicero,
Indiana
|
$1.96M
|
+$264K
|
+1,686
|
+17%
|
|
|
1716
|
Parthenon LLC
Louisville,
Kentucky
|
$1.96M
|
+$2.82K
|
+18
|
+0.2%
|
|
|
1717
|
Neumann Capital Management
Foster City,
California
|
$1.96M
|
–
|
–
|
–
|
|
|
1718
|
Centaurus Financial
Anaheim,
California
|
$1.95M
|
-$35.4K
|
-226
|
-2%
|
|
|
1719
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.95M
|
-$66.2K
|
-423
|
-4%
|
|
|
1720
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.94M
|
-$12.5K
|
-80
|
-0.7%
|
|
|
1721
|
Main Street Research
Lakeville,
Connecticut
|
$1.94M
|
+$106K
|
+677
|
+6%
|
|
|
1722
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$1.94M
|
+$254K
|
+1,625
|
+16%
|
|
|
1723
|
SCP Investment
Orinda,
California
|
$1.94M
|
+$1.38M
|
+8,800
|
+314%
|
|
|
1724
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.93M
|
+$33.7K
|
+215
|
+2%
|
|
|
1725
|
Winslow Asset Management
Beachwood,
Ohio
|
$1.93M
|
-$111K
|
-708
|
-6%
|
|
