|
1226
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$1.02M
|
+$157K
|
+1,565
|
+16%
|
|
|
1227
|
Grimes & Company
Westborough,
Massachusetts
|
$1.02M
|
+$199K
|
+1,988
|
+24%
|
|
|
1228
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$1.02M
|
–
|
–
|
–
|
|
|
1229
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$1.01M
|
–
|
–
|
–
|
|
|
1230
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.01M
|
-$18K
|
-180
|
-2%
|
|
|
1231
|
Tiedemann Advisors
New York
|
$1M
|
-$60K
|
-600
|
-6%
|
|
|
1232
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$1M
|
+$25K
|
+250
|
+3%
|
|
|
1233
|
Confluence Wealth Management
Portland,
Oregon
|
$1M
|
-$202K
|
-2,023
|
-16%
|
|
|
1234
|
|
$993K
|
-$142K
|
-1,420
|
-12%
|
|
|
1235
|
BSW Wealth Partners
Boulder,
Colorado
|
$991K
|
–
|
–
|
–
|
|
|
1236
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$978K
|
–
|
–
|
–
|
|
|
1237
|
Catalyst Capital Advisors
Huntington,
New York
|
$978K
|
+$1M
|
+10,000
|
New
|
|
|
1238
|
Excalibur Management
Waltham,
Massachusetts
|
$975K
|
+$191K
|
+1,913
|
+24%
|
|
|
1239
|
Twin Tree Management
Dallas,
Texas
|
$972K
|
-$2.07M
|
-20,671
|
-68%
|
|
|
1240
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$972K
|
+$330K
|
+3,300
|
+50%
|
|
|
1241
|
Argent Trust Co
Nashville,
Tennessee
|
$971K
|
+$74.1K
|
+741
|
+8%
|
|
|
1242
|
|
$965K
|
-$73.5K
|
-735
|
-7%
|
|
|
1243
|
BancorpSouth
Tupelo,
Mississippi
|
$964K
|
+$30.5K
|
+305
|
+3%
|
|
|
1244
|
L.J. Altfest & Co
New York
|
$963K
|
–
|
–
|
–
|
|
|
1245
|
Edge Wealth Management
New York
|
$962K
|
-$6.38M
|
-63,816
|
-87%
|
|
|
1246
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$957K
|
–
|
–
|
–
|
|
|
1247
|
M Holdings Securities
Portland,
Oregon
|
$957K
|
+$121K
|
+1,209
|
+14%
|
|
|
1248
|
CenterStar Fund
Chicago,
Illinois
|
$956K
|
–
|
–
|
–
|
|
|
1249
|
ProVise Management Group
Clearwater,
Florida
|
$956K
|
+$96.3K
|
+963
|
+11%
|
|
|
1250
|
Sequoia Financial Advisors
Akron,
Ohio
|
$953K
|
+$496K
|
+4,963
|
+104%
|
|
