|
1201
|
Tevis Investment Management
Plano,
Texas
|
$503K
|
–
|
–
|
–
|
|
|
1202
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$502K
|
–
|
–
|
–
|
|
|
1203
|
Affinity Investment Advisors
Newport Beach,
California
|
$500K
|
+$63.1K
|
+920
|
+14%
|
|
|
1204
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$499K
|
-$14.7K
|
-214
|
-3%
|
|
|
1205
|
New Hampshire Trust
Concord,
New Hampshire
|
$498K
|
-$103K
|
-1,505
|
-17%
|
|
|
1206
|
Transatlantique Private Wealth
New York
|
$497K
|
–
|
–
|
–
|
|
|
1207
|
Fullerton Fund Management
Singapore
|
$496K
|
+$56.7K
|
+827
|
+12%
|
|
|
1208
|
WBH Advisory
Baltimore,
Maryland
|
$495K
|
+$13.9K
|
+203
|
+3%
|
|
|
1209
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$494K
|
–
|
–
|
–
|
|
|
1210
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$493K
|
–
|
–
|
–
|
|
|
1211
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$492K
|
-$416K
|
-6,063
|
-45%
|
|
|
1212
|
|
$490K
|
+$5.35K
|
+78
|
+1%
|
|
|
1213
|
Morningstar Investment Services
Chicago,
Illinois
|
$490K
|
+$39.8K
|
+580
|
+9%
|
|
|
1214
|
Avidian Wealth Enterprises
Houston,
Texas
|
$489K
|
+$230K
|
+3,351
|
+81%
|
|
|
1215
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$489K
|
-$11K
|
-161
|
-2%
|
|
|
1216
|
Choate Investment Advisors
Boston,
Massachusetts
|
$489K
|
-$170K
|
-2,475
|
-25%
|
|
|
1217
|
Belpointe Asset Management
Reno,
Nevada
|
$488K
|
-$56.2K
|
-819
|
-10%
|
|
|
1218
|
DeDora Capital
Napa,
California
|
$485K
|
+$8.51K
|
+124
|
+2%
|
|
|
1219
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$485K
|
+$28.9K
|
+421
|
+6%
|
|
|
1220
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$482K
|
+$48.9K
|
+713
|
+11%
|
|
|
1221
|
Romano Brothers & Co
Evanston,
Illinois
|
$481K
|
+$11.2K
|
+163
|
+2%
|
|
|
1222
|
First Trust Investment Solutions
Naples,
Florida
|
$480K
|
+$503K
|
+7,328
|
New
|
|
|
1223
|
Alethea Capital Management
Mercer Island,
Washington
|
$479K
|
+$502K
|
+7,324
|
New
|
|
|
1224
|
Alera Investment Advisors
Deerfield,
Illinois
|
$478K
|
+$502K
|
+7,311
|
New
|
|
|
1225
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$478K
|
-$119K
|
-1,729
|
-21%
|
|
