|
1201
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$319K
|
–
|
–
|
–
|
|
|
1202
|
Blume Capital Management
Berkeley,
California
|
$318K
|
–
|
–
|
–
|
|
|
1203
|
King Wealth Management Group
Naples,
Florida
|
$318K
|
-$12K
|
-148
|
-4%
|
|
|
1204
|
Perennial Investment Advisors
Los Angeles,
California
|
$318K
|
-$5.67K
|
-70
|
-2%
|
|
|
1205
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$317K
|
+$22.2K
|
+274
|
+8%
|
|
|
1206
|
Rock Point Advisors
Burlington,
Vermont
|
$316K
|
-$64.7K
|
-799
|
-18%
|
|
|
1207
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$316K
|
–
|
–
|
–
|
|
|
1208
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$316K
|
+$18.5K
|
+228
|
+7%
|
|
|
1209
|
Exchange Bank
Santa Rosa,
California
|
$315K
|
+$291K
|
+3,589
|
New
|
|
|
1210
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$314K
|
-$85.3K
|
-1,053
|
-23%
|
|
|
1211
|
Fortem Financial Group
Palm Desert,
California
|
$314K
|
+$40.6K
|
+501
|
+16%
|
|
|
1212
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$313K
|
+$35.4K
|
+437
|
+14%
|
|
|
1213
|
Portland Global Advisors
Portland,
Maine
|
$312K
|
+$891
|
+11
|
+0.3%
|
|
|
1214
|
|
$312K
|
–
|
–
|
–
|
|
|
1215
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$311K
|
-$6.64K
|
-82
|
-2%
|
|
|
1216
|
PFS Partners
Mine Hill,
New Jersey
|
$311K
|
-$10.2K
|
-126
|
-3%
|
|
|
1217
|
Clean Yield Group
Norwich,
Vermont
|
$311K
|
-$13.8K
|
-170
|
-5%
|
|
|
1218
|
Focus Financial Network
Minneapolis,
Minnesota
|
$310K
|
-$124K
|
-1,537
|
-30%
|
|
|
1219
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$309K
|
–
|
–
|
–
|
|
|
1220
|
First United Bank & Trust
Oakland,
Maryland
|
$308K
|
-$11.2K
|
-138
|
-4%
|
|
|
1221
|
WJ Wealth Management
Glendale,
Arizona
|
$307K
|
+$284K
|
+3,502
|
New
|
|
|
1222
|
Ironwood Investment Management
Boston,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
1223
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$304K
|
-$771K
|
-9,521
|
-73%
|
|
|
1224
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$303K
|
-$539K
|
-6,659
|
-66%
|
|
|
1225
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$302K
|
+$41.2K
|
+509
|
+17%
|
|
