|
801
|
Clearstead Trust
Portland,
Maine
|
$2.76M
|
+$101K
|
+499
|
+4%
|
|
|
802
|
Fundsmith Long/Short Master Fund
Grand Cayman,
Cayman Islands
|
$2.75M
|
+$1.83K
|
+9
|
+0.1%
|
|
|
803
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$2.74M
|
-$112K
|
-553
|
-4%
|
|
|
804
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.73M
|
-$106K
|
-520
|
-4%
|
|
|
805
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.72M
|
–
|
–
|
–
|
|
|
806
|
Parallel Advisors
San Francisco,
California
|
$2.69M
|
+$218K
|
+1,075
|
+9%
|
|
|
807
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$2.67M
|
+$2.72M
|
+13,395
|
New
|
|
|
808
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.67M
|
-$247K
|
-1,214
|
-8%
|
|
|
809
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2.66M
|
-$79.8K
|
-393
|
-3%
|
|
|
810
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$2.64M
|
+$250K
|
+1,231
|
+10%
|
|
|
811
|
Shikiar Asset Management
New York
|
$2.63M
|
-$297K
|
-1,463
|
-10%
|
|
|
812
|
|
$2.62M
|
-$251K
|
-1,238
|
-9%
|
|
|
813
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.62M
|
+$169K
|
+830
|
+7%
|
|
|
814
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.62M
|
-$57.3K
|
-282
|
-2%
|
|
|
815
|
Wealthspire Advisors (New York)
New York
|
$2.61M
|
+$216K
|
+1,065
|
+9%
|
|
|
816
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$2.61M
|
+$29.7K
|
+146
|
+1%
|
|
|
817
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$2.59M
|
+$651K
|
+3,205
|
+33%
|
|
|
818
|
Harbor Advisors
West Palm Beach,
Florida
|
$2.59M
|
–
|
–
|
–
|
|
|
819
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.59M
|
+$344K
|
+1,693
|
+15%
|
|
|
820
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.56M
|
-$125K
|
-615
|
-5%
|
|
|
821
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$2.56M
|
+$736K
|
+3,622
|
+39%
|
|
|
822
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$2.53M
|
-$2.83M
|
-13,933
|
-52%
|
|
|
823
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$2.51M
|
+$64.4K
|
+317
|
+3%
|
|
|
824
|
Cetera Advisor Networks
El Segundo,
California
|
$2.51M
|
+$202K
|
+995
|
+9%
|
|
|
825
|
James Investment Research
Alpha,
Ohio
|
$2.51M
|
+$209K
|
+1,030
|
+9%
|
|
