|
1101
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.56M
|
+$171K
|
+2,264
|
+12%
|
|
|
1102
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.55M
|
+$100K
|
+1,326
|
+7%
|
|
|
1103
|
|
$1.55M
|
+$45.2K
|
+597
|
+3%
|
|
|
1104
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.55M
|
+$207K
|
+2,735
|
+15%
|
|
|
1105
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.54M
|
-$18.5K
|
-245
|
-1%
|
|
|
1106
|
Karpas Strategies
Litchfield,
Connecticut
|
$1.54M
|
-$34.1K
|
-451
|
-2%
|
|
|
1107
|
Centre Asset Management
New York
|
$1.53M
|
–
|
–
|
–
|
|
|
1108
|
Matrix Trust Company
Denver,
Colorado
|
$1.53M
|
+$103K
|
+1,366
|
+7%
|
|
|
1109
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.53M
|
-$30.3K
|
-400
|
-2%
|
|
|
1110
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$1.52M
|
–
|
–
|
–
|
|
|
1111
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.52M
|
-$625K
|
-8,250
|
-29%
|
|
|
1112
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.52M
|
-$76.2K
|
-1,007
|
-5%
|
|
|
1113
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.52M
|
+$21.1K
|
+279
|
+1%
|
|
|
1114
|
Heron Financial Group
New York
|
$1.51M
|
+$8.25K
|
+109
|
+0.5%
|
|
|
1115
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.51M
|
–
|
–
|
–
|
|
|
1116
|
SlateStone Wealth
Jupiter,
Florida
|
$1.51M
|
-$48.1K
|
-635
|
-3%
|
|
|
1117
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.51M
|
+$17K
|
+225
|
+1%
|
|
|
1118
|
Occidental Asset Management
Burlingame,
California
|
$1.5M
|
+$284K
|
+3,748
|
+23%
|
|
|
1119
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.5M
|
+$262K
|
+3,467
|
+21%
|
|
|
1120
|
Boothbay Fund Management
New York
|
$1.5M
|
-$3.79M
|
-50,033
|
-71%
|
|
|
1121
|
Acadian Asset Management
Boston,
Massachusetts
|
$1.49M
|
-$587K
|
-7,750
|
-28%
|
|
|
1122
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.49M
|
-$59K
|
-779
|
-4%
|
|
|
1123
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.49M
|
–
|
–
|
–
|
|
|
1124
|
Bank OZK
Little Rock,
Arkansas
|
$1.48M
|
-$320K
|
-4,231
|
-17%
|
|
|
1125
|
Cercano Management
Bellevue,
Washington
|
$1.48M
|
+$508K
|
+6,707
|
+51%
|
|
