|
801
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.07M
|
–
|
–
|
–
|
|
|
802
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.07M
|
+$508
|
+1
|
+0.1%
|
|
|
803
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$1.06M
|
-$10.2K
|
-20
|
-1%
|
|
|
804
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.06M
|
+$768K
|
+1,513
|
+331%
|
|
|
805
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.05M
|
+$2.54K
|
+5
|
+0.3%
|
|
|
806
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$1.05M
|
-$24.1M
|
-47,480
|
-96%
|
|
|
807
|
Oxford Wealth Group
Orlando,
Florida
|
$1.05M
|
+$989K
|
+1,947
|
New
|
|
|
808
|
First Community Trust
Dubuque,
Iowa
|
$1.03M
|
–
|
–
|
–
|
|
|
809
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.03M
|
+$55.9K
|
+110
|
+6%
|
|
|
810
|
FourThought Financial Partners
Venice,
Florida
|
$1.03M
|
-$6.6K
|
-13
|
-0.7%
|
|
|
811
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.03M
|
+$139K
|
+273
|
+17%
|
|
|
812
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.02M
|
+$2.03K
|
+4
|
+0.2%
|
|
|
813
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.02M
|
-$32K
|
-63
|
-3%
|
|
|
814
|
RFG Advisory
Birmingham,
Alabama
|
$1.01M
|
+$133K
|
+261
|
+16%
|
|
|
815
|
Fiduciary Group
Savannah,
Georgia
|
$1.01M
|
+$34K
|
+67
|
+4%
|
|
|
816
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1M
|
+$25.9K
|
+51
|
+3%
|
|
|
817
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$999K
|
-$99K
|
-195
|
-9%
|
|
|
818
|
Community Bank
Dewitt,
New York
|
$999K
|
–
|
–
|
–
|
|
|
819
|
SOL Capital Management
Rockville,
Maryland
|
$993K
|
–
|
–
|
–
|
|
|
820
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$992K
|
-$123K
|
-242
|
-12%
|
|
|
821
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$987K
|
-$46.7K
|
-92
|
-5%
|
|
|
822
|
Chapin Davis
Baltimore,
Maryland
|
$987K
|
-$28.9K
|
-57
|
-3%
|
|
|
823
|
Strategy Asset Managers
Pasadena,
California
|
$984K
|
+$26.4K
|
+52
|
+3%
|
|
|
824
|
Bristlecone Advisors
Bellevue,
Washington
|
$980K
|
–
|
–
|
–
|
|
|
825
|
Intellectus Partners
San Francisco,
California
|
$979K
|
-$2.54K
|
-5
|
-0.3%
|
|
