|
1401
|
Transform Wealth
Greenwood Village,
Colorado
|
$925K
|
+$863K
|
+24,279
|
New
|
|
|
1402
|
Bristol Advisors
Conshohocken,
Pennsylvania
|
$918K
|
-$373K
|
-10,500
|
-30%
|
|
|
1403
|
Cahill Financial Advisors
Edina,
Minnesota
|
$917K
|
+$9.03K
|
+254
|
+1%
|
|
|
1404
|
BTR Capital Management
Oakland,
California
|
$916K
|
-$169K
|
-4,750
|
-16%
|
|
|
1405
|
Beaton Management Company
Haverhill,
Massachusetts
|
$916K
|
+$855K
|
+24,046
|
New
|
|
|
1406
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$916K
|
+$855K
|
+24,060
|
New
|
|
|
1407
|
Somerset Group
Wayzata,
Minnesota
|
$914K
|
–
|
–
|
–
|
|
|
1408
|
Viking Fund Management
Minot,
North Dakota
|
$914K
|
–
|
–
|
–
|
|
|
1409
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$908K
|
-$98.6K
|
-2,775
|
-10%
|
|
|
1410
|
Waverly Advisors
Birmingham,
Alabama
|
$907K
|
+$40.9K
|
+1,152
|
+5%
|
|
|
1411
|
E&G Advisors
Houston,
Texas
|
$907K
|
+$42.7K
|
+1,200
|
+5%
|
|
|
1412
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$904K
|
-$100K
|
-2,824
|
-11%
|
|
|
1413
|
Garner Asset Management Corp
Plano,
Texas
|
$902K
|
+$10.7K
|
+302
|
+1%
|
|
|
1414
|
Windward Capital Management
Los Angeles,
California
|
$901K
|
+$28K
|
+789
|
+3%
|
|
|
1415
|
Front Barnett Associates
Chicago,
Illinois
|
$900K
|
-$6.22K
|
-175
|
-0.7%
|
|
|
1416
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$897K
|
+$13.7K
|
+385
|
+2%
|
|
|
1417
|
Cribstone Capital Management
Augusta,
Maine
|
$896K
|
+$32.5K
|
+915
|
+4%
|
|
|
1418
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$890K
|
–
|
–
|
–
|
|
|
1419
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$886K
|
+$152K
|
+4,275
|
+23%
|
|
|
1420
|
Clark Estates Inc
New York
|
$885K
|
+$71.1K
|
+2,000
|
+9%
|
|
|
1421
|
Aureus Asset Management
Boston,
Massachusetts
|
$884K
|
-$8.21K
|
-231
|
-1%
|
|
|
1422
|
Confluence Wealth Management
Portland,
Oregon
|
$882K
|
-$9.92K
|
-279
|
-1%
|
|
|
1423
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$881K
|
+$19.9K
|
+560
|
+2%
|
|
|
1424
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$880K
|
-$54.9K
|
-1,545
|
-6%
|
|
|
1425
|
Founders Financial Securities
Towson,
Maryland
|
$876K
|
+$232K
|
+6,535
|
+40%
|
|
