|
1076
|
Howe & Rusling
Rochester,
New York
|
$75K
|
–
|
–
|
–
|
|
|
1077
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$75K
|
+$8.62K
|
+43
|
+13%
|
|
|
1078
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$74K
|
+$74.8K
|
+373
|
New
|
|
|
1079
|
American Research & Management Company
Marion,
Massachusetts
|
$71K
|
–
|
–
|
–
|
|
|
1080
|
Essex Investment Management
Boston,
Massachusetts
|
$69K
|
–
|
–
|
–
|
|
|
1081
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$67K
|
-$100K
|
-500
|
-60%
|
|
|
1082
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$65K
|
+$65.7K
|
+328
|
New
|
|
|
1083
|
Asset Dedication LLC
San Francisco,
California
|
$63K
|
–
|
–
|
–
|
|
|
1084
|
Cerebellum
San Francisco,
California
|
$63K
|
+$63.3K
|
+316
|
New
|
|
|
1085
|
First Bank & Trust
Brookings,
South Dakota
|
$62K
|
-$13.8K
|
-69
|
-18%
|
|
|
1086
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$62K
|
-$601
|
-3
|
-0.9%
|
|
|
1087
|
Central Bank & Trust
Lexington,
Kentucky
|
$59K
|
–
|
–
|
–
|
|
|
1088
|
M&R Capital Management
Summit,
New Jersey
|
$59K
|
–
|
–
|
–
|
|
|
1089
|
Permanens Capital
New York
|
$59K
|
+$30.1K
|
+150
|
+100%
|
|
|
1090
|
MRA Associates USA
Phoenix,
Arizona
|
$53.7K
|
+$54.3K
|
+271
|
New
|
|
|
1091
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$52K
|
–
|
–
|
–
|
|
|
1092
|
Strategic Blueprint
Atlanta,
Georgia
|
$52K
|
+$53.1K
|
+265
|
New
|
|
|
1093
|
Optimum Investment Advisors
Chicago,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
1094
|
Truehand Inc
Strafford,
New Hampshire
|
$51K
|
–
|
–
|
–
|
|
|
1095
|
Sawyer & Company
Boston,
Massachusetts
|
$50K
|
-$20.8K
|
-104
|
-29%
|
|
|
1096
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$49K
|
–
|
–
|
–
|
|
|
1097
|
CX Institutional
Auburn,
Indiana
|
$49K
|
+$9.22K
|
+46
|
+23%
|
|
|
1098
|
First Personal Financial Services
Charlotte,
North Carolina
|
$49K
|
+$31.1K
|
+155
|
+167%
|
|
|
1099
|
Old North State Trust
Greensboro,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
1100
|
TrueWealth LLC
Atlanta,
Georgia
|
$45K
|
–
|
–
|
–
|
|
