|
1201
|
Family Capital Trust
Peabody,
Massachusetts
|
$453K
|
+$14.3K
|
+150
|
+3%
|
|
|
1202
|
|
$453K
|
+$30.7K
|
+321
|
+7%
|
|
|
1203
|
Catalyst Capital Advisors
Huntington,
New York
|
$452K
|
–
|
–
|
–
|
|
|
1204
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$452K
|
+$35.6K
|
+372
|
+9%
|
|
|
1205
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$451K
|
-$1.91K
|
-20
|
-0.4%
|
|
|
1206
|
Allen Operations
New York
|
$451K
|
–
|
–
|
–
|
|
|
1207
|
Blackhill Capital
Morristown,
New Jersey
|
$451K
|
–
|
–
|
–
|
|
|
1208
|
BTR Capital Management
Oakland,
California
|
$446K
|
–
|
–
|
–
|
|
|
1209
|
Karpas Strategies
Litchfield,
Connecticut
|
$446K
|
–
|
–
|
–
|
|
|
1210
|
Zevin Asset Management
Boston,
Massachusetts
|
$443K
|
–
|
–
|
–
|
|
|
1211
|
Northeast Financial Consultants
Westport,
Connecticut
|
$441K
|
-$95.6K
|
-1,000
|
-18%
|
|
|
1212
|
LSV Asset Management
Chicago,
Illinois
|
$441K
|
–
|
–
|
–
|
|
|
1213
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$441K
|
–
|
–
|
–
|
|
|
1214
|
Windsor Capital Management
Phoenix,
Arizona
|
$438K
|
+$128K
|
+1,341
|
+43%
|
|
|
1215
|
Central Bank & Trust
Lexington,
Kentucky
|
$437K
|
-$9.56K
|
-100
|
-2%
|
|
|
1216
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$436K
|
+$9.56K
|
+100
|
+2%
|
|
|
1217
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$435K
|
-$273K
|
-2,857
|
-39%
|
|
|
1218
|
GHP Investment Advisors
Denver,
Colorado
|
$432K
|
+$478
|
+5
|
+0.1%
|
|
|
1219
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$431K
|
-$65K
|
-680
|
-13%
|
|
|
1220
|
LBA Wealth Management
Jacksonville,
Florida
|
$429K
|
-$67.3K
|
-704
|
-14%
|
|
|
1221
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$427K
|
–
|
–
|
–
|
|
|
1222
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$425K
|
+$17.7K
|
+185
|
+4%
|
|
|
1223
|
Signature Financial Management
Norfolk,
Virginia
|
$424K
|
+$44.9K
|
+470
|
+12%
|
|
|
1224
|
Bollard Group
Boston,
Massachusetts
|
$423K
|
-$765K
|
-8,000
|
-65%
|
|
|
1225
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$423K
|
-$14.5K
|
-152
|
-3%
|
|
