|
1876
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.51K
|
–
|
–
|
–
|
|
|
1877
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.35K
|
–
|
–
|
–
|
|
|
1878
|
Lummis Asset Management
Fort Worth,
Texas
|
$1.32K
|
–
|
–
|
–
|
|
|
1879
|
Bayban
Bayport,
Minnesota
|
$1.26K
|
–
|
–
|
–
|
|
|
1880
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$1.26K
|
–
|
–
|
–
|
|
|
1881
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$1.26K
|
+$1.29K
|
+20
|
New
|
|
|
1882
|
Downshift Financial
Boulder,
Colorado
|
$1.2K
|
+$1.22K
|
+19
|
New
|
|
|
1883
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$1.13K
|
–
|
–
|
–
|
|
|
1884
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.01K
|
+$1.03K
|
+16
|
New
|
|
|
1885
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$1.01K
|
+$1.03K
|
+16
|
New
|
|
|
1886
|
Sankala Group
Lyons,
Colorado
|
$993
|
+$257
|
+4
|
+36%
|
|
|
1887
|
Sawyer & Company
Boston,
Massachusetts
|
$943
|
–
|
–
|
–
|
|
|
1888
|
Tidemark
San Diego,
California
|
$943
|
–
|
–
|
–
|
|
|
1889
|
Phillip James Consulting
Plymouth,
Minnesota
|
$880
|
–
|
–
|
–
|
|
|
1890
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$767
|
+$771
|
+12
|
New
|
|
|
1891
|
Trust Company
Manhattan,
Kansas
|
$692
|
–
|
–
|
–
|
|
|
1892
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$629
|
–
|
–
|
–
|
|
|
1893
|
Operose Advisors
Milwaukee,
Wisconsin
|
$629
|
+$643
|
+10
|
New
|
|
|
1894
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$503
|
+$514
|
+8
|
New
|
|
|
1895
|
3 Factor Indexing
Sacramento,
California
|
$441
|
–
|
–
|
–
|
|
|
1896
|
Investors Portfolio Services
Puyallup,
Washington
|
$440
|
–
|
–
|
–
|
|
|
1897
|
Sunrise Financial Services
Burien,
Washington
|
$314
|
-$1.41K
|
-22
|
-81%
|
|
|
1898
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$252
|
+$257
|
+4
|
New
|
|
|
1899
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$63
|
+$64
|
+1
|
New
|
|
|
1900
|
Value Aligned Research Advisors
Princeton,
New Jersey
|
–
|
-$284M
|
-4,421,462
|
Closed
|
|
