|
1201
|
Grandfield & Dodd
New York
|
$1.05M
|
+$17.5K
|
+200
|
+2%
|
|
|
1202
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.05M
|
-$10.3K
|
-117
|
-1%
|
|
|
1203
|
Affinity Investment Advisors
Newport Beach,
California
|
$1.05M
|
-$361K
|
-4,120
|
-27%
|
|
|
1204
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.04M
|
–
|
–
|
–
|
|
|
1205
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$1.04M
|
+$59.6K
|
+680
|
+6%
|
|
|
1206
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.04M
|
+$39K
|
+445
|
+4%
|
|
|
1207
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.04M
|
+$22K
|
+251
|
+2%
|
|
|
1208
|
Field & Main Bank
Henderson,
Kentucky
|
$1.04M
|
+$106K
|
+1,210
|
+12%
|
|
|
1209
|
NWK Group
San Francisco,
California
|
$1.03M
|
+$974K
|
+11,102
|
New
|
|
|
1210
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$1.03M
|
+$973K
|
+11,100
|
New
|
|
|
1211
|
Boyd Wealth Management
Sacramento,
California
|
$1.03M
|
-$351
|
-4
|
-0%
|
|
|
1212
|
Cubic Asset Management
Boston,
Massachusetts
|
$1.03M
|
+$6.58K
|
+75
|
+0.7%
|
|
|
1213
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$1.02M
|
-$2.63K
|
-30
|
-0.3%
|
|
|
1214
|
SG Americas Securities
New York
|
$1.02M
|
-$10M
|
-114,017
|
-91%
|
|
|
1215
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.02M
|
+$9.56K
|
+109
|
+1%
|
|
|
1216
|
Independent Financial Group
San Diego,
California
|
$1.02M
|
+$112K
|
+1,279
|
+13%
|
|
|
1217
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.01M
|
–
|
–
|
–
|
|
|
1218
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.01M
|
+$58.9K
|
+672
|
+7%
|
|
|
1219
|
White Pine Capital
Bloomington,
Minnesota
|
$1.01M
|
-$232K
|
-2,649
|
-20%
|
|
|
1220
|
GM Advisory Group
Melville,
New York
|
$1.01M
|
+$38.4K
|
+438
|
+4%
|
|
|
1221
|
Platform Technology Partners
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
1222
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1M
|
+$97.6K
|
+1,113
|
+11%
|
|
|
1223
|
Osborne Partners Capital Management
San Francisco,
California
|
$1M
|
-$47.9K
|
-546
|
-5%
|
|
|
1224
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1M
|
-$248K
|
-2,832
|
-21%
|
|
|
1225
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$999K
|
+$64.7K
|
+738
|
+7%
|
|
