|
1351
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$640K
|
–
|
–
|
–
|
|
|
1352
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$638K
|
+$8.49K
|
+18
|
+1%
|
|
|
1353
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$636K
|
–
|
–
|
–
|
|
|
1354
|
Pembroke Management
Montreal,
Quebec, Canada
|
$635K
|
+$51K
|
+108
|
+9%
|
|
|
1355
|
Archer Investment Corporation
Carmel,
Indiana
|
$634K
|
-$250K
|
-530
|
-29%
|
|
|
1356
|
OneFund LLC
Saint Petersburg,
Florida
|
$634K
|
-$55.7K
|
-118
|
-8%
|
|
|
1357
|
Beaumont Asset Management
Beaumont,
Texas
|
$632K
|
+$601K
|
+1,274
|
New
|
|
|
1358
|
Portfolio Strategies
Monsey,
New York
|
$631K
|
–
|
–
|
–
|
|
|
1359
|
Cozad Asset Management
Champaign,
Illinois
|
$629K
|
–
|
–
|
–
|
|
|
1360
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$629K
|
–
|
–
|
–
|
|
|
1361
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$627K
|
+$218K
|
+463
|
+58%
|
|
|
1362
|
Generali Investments CEE
Prague,
Czech Republic
|
$626K
|
-$238K
|
-504
|
-29%
|
|
|
1363
|
GDS Wealth Management
Flower Mound,
Texas
|
$626K
|
+$9.44K
|
+20
|
+2%
|
|
|
1364
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$621K
|
+$324K
|
+687
|
+123%
|
|
|
1365
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$620K
|
–
|
–
|
–
|
|
|
1366
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$619K
|
-$16.9M
|
-35,917
|
-97%
|
|
|
1367
|
Malaga Cove Capital
Pv Estates,
California
|
$619K
|
-$49.1K
|
-104
|
-8%
|
|
|
1368
|
Focused Wealth Management
Newburgh,
New York
|
$615K
|
+$585K
|
+1,240
|
New
|
|
|
1369
|
|
$614K
|
+$126K
|
+267
|
+28%
|
|
|
1370
|
Waddell & Associates
Memphis,
Tennessee
|
$611K
|
+$582K
|
+1,233
|
New
|
|
|
1371
|
Certuity
North Palm Beach,
Florida
|
$611K
|
-$87.3K
|
-185
|
-13%
|
|
|
1372
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$610K
|
+$944
|
+2
|
+0.2%
|
|
|
1373
|
Aspen Grove Capital
Avon,
Colorado
|
$610K
|
+$32.6K
|
+69
|
+6%
|
|
|
1374
|
Signet Private Wealth
Chicago,
Illinois
|
$603K
|
-$202K
|
-428
|
-26%
|
|
|
1375
|
Trust Company of the South
Greensboro,
North Carolina
|
$603K
|
+$574K
|
+1,217
|
New
|
|
