|
1001
|
Asset Dedication LLC
San Francisco,
California
|
$1.18M
|
-$83.3K
|
-580
|
-6%
|
|
|
1002
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$1.18M
|
-$32.6K
|
-227
|
-3%
|
|
|
1003
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.18M
|
–
|
–
|
–
|
|
|
1004
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.17M
|
+$149K
|
+1,037
|
+14%
|
|
|
1005
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$1.17M
|
+$1.24M
|
+8,608
|
New
|
|
|
1006
|
Parthenon LLC
Louisville,
Kentucky
|
$1.17M
|
–
|
–
|
–
|
|
|
1007
|
Shamrock Asset Management
Dallas,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
1008
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.16M
|
+$412K
|
+2,871
|
+51%
|
|
|
1009
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.15M
|
+$9.33K
|
+65
|
+0.8%
|
|
|
1010
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.14M
|
-$404K
|
-2,816
|
-25%
|
|
|
1011
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.14M
|
-$9.91K
|
-69
|
-0.8%
|
|
|
1012
|
Ashfield Capital Partners
San Francisco,
California
|
$1.14M
|
+$287K
|
+1,996
|
+31%
|
|
|
1013
|
North Star Investment Management
Chicago,
Illinois
|
$1.14M
|
+$52.6K
|
+366
|
+5%
|
|
|
1014
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.13M
|
+$201K
|
+1,398
|
+20%
|
|
|
1015
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.13M
|
-$647K
|
-4,503
|
-35%
|
|
|
1016
|
Ativo Capital Management
Chicago,
Illinois
|
$1.13M
|
+$1.2M
|
+8,332
|
New
|
|
|
1017
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.13M
|
-$71.7K
|
-499
|
-6%
|
|
|
1018
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.13M
|
–
|
–
|
–
|
|
|
1019
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.13M
|
+$186K
|
+1,292
|
+20%
|
|
|
1020
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$1.12M
|
-$42.7K
|
-297
|
-3%
|
|
|
1021
|
Capital Innovations
Pewaukee,
Wisconsin
|
$1.12M
|
-$15.2K
|
-106
|
-1%
|
|
|
1022
|
Sound View Wealth Advisors
Savannah,
Georgia
|
$1.12M
|
+$1.19M
|
+8,255
|
New
|
|
|
1023
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.12M
|
-$2.3M
|
-15,993
|
-66%
|
|
|
1024
|
Elkhorn Partners
Omaha,
Nebraska
|
$1.11M
|
+$227K
|
+1,579
|
+24%
|
|
|
1025
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.11M
|
+$38.5K
|
+268
|
+3%
|
|
