|
1101
|
BSW Wealth Partners
Boulder,
Colorado
|
$486K
|
-$24.6K
|
-308
|
-5%
|
|
|
1102
|
|
$486K
|
-$8.53K
|
-107
|
-2%
|
|
|
1103
|
Beta Wealth Group
San Diego,
California
|
$486K
|
+$120K
|
+1,501
|
+31%
|
|
|
1104
|
Summit Securities Group
New York
|
$480K
|
+$33.7K
|
+423
|
+7%
|
|
|
1105
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$479K
|
+$68.5K
|
+859
|
+16%
|
|
|
1106
|
MCF Advisors
Covington,
Kentucky
|
$478K
|
-$19.8K
|
-248
|
-4%
|
|
|
1107
|
Western Financial Corp
San Diego,
California
|
$475K
|
+$63.3K
|
+794
|
+15%
|
|
|
1108
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$472K
|
+$29.4K
|
+368
|
+6%
|
|
|
1109
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$471K
|
+$51.6K
|
+647
|
+12%
|
|
|
1110
|
Sittner & Nelson
Eugene,
Oregon
|
$471K
|
-$16.5K
|
-207
|
-3%
|
|
|
1111
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$470K
|
–
|
–
|
–
|
|
|
1112
|
Transcend Capital Advisors
Madison,
New Jersey
|
$470K
|
+$7.58K
|
+95
|
+2%
|
|
|
1113
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$467K
|
-$160K
|
-2,000
|
-25%
|
|
|
1114
|
Trilogy Capital
Irvine,
California
|
$467K
|
+$59.2K
|
+742
|
+15%
|
|
|
1115
|
Private Capital Advisors
Darien,
Connecticut
|
$466K
|
–
|
–
|
–
|
|
|
1116
|
MJP Associates
Farmington,
Connecticut
|
$464K
|
-$77.1K
|
-967
|
-14%
|
|
|
1117
|
Zevin Asset Management
Boston,
Massachusetts
|
$464K
|
-$191K
|
-2,393
|
-28%
|
|
|
1118
|
Asset Dedication LLC
San Francisco,
California
|
$464K
|
+$22.6K
|
+284
|
+5%
|
|
|
1119
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$462K
|
–
|
–
|
–
|
|
|
1120
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$462K
|
–
|
–
|
–
|
|
|
1121
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$459K
|
-$55.2K
|
-692
|
-10%
|
|
|
1122
|
Pzena Investment Management
New York
|
$458K
|
+$188K
|
+2,351
|
+65%
|
|
|
1123
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$456K
|
-$28.6K
|
-358
|
-6%
|
|
|
1124
|
|
$455K
|
–
|
–
|
–
|
|
|
1125
|
Private Trust Company
Cleveland,
Ohio
|
$455K
|
+$43.5K
|
+545
|
+10%
|
|
