|
1076
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.81M
|
+$103K
|
+743
|
+8%
|
|
|
1077
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.81M
|
-$166K
|
-1,200
|
-10%
|
|
|
1078
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.79M
|
-$560K
|
-4,052
|
-28%
|
|
|
1079
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.79M
|
+$647K
|
+4,685
|
+83%
|
|
|
1080
|
Altium Wealth Management
Purchase,
New York
|
$1.79M
|
+$42.7K
|
+309
|
+3%
|
|
|
1081
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.78M
|
–
|
–
|
–
|
|
|
1082
|
Fagan Associates
Troy,
New York
|
$1.77M
|
-$50.4K
|
-365
|
-3%
|
|
|
1083
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.77M
|
+$498K
|
+3,605
|
+55%
|
|
|
1084
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.76M
|
+$20.6K
|
+149
|
+1%
|
|
|
1085
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.76M
|
–
|
–
|
–
|
|
|
1086
|
Next Financial Group
Houston,
Texas
|
$1.76M
|
+$42.7K
|
+309
|
+3%
|
|
|
1087
|
Probity Advisors
Dallas,
Texas
|
$1.75M
|
-$9.4K
|
-68
|
-0.7%
|
|
|
1088
|
|
$1.75M
|
+$9.4K
|
+68
|
+0.7%
|
|
|
1089
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$1.75M
|
-$8.84M
|
-64,000
|
-86%
|
|
|
1090
|
Firsthand Capital Management
San Jose,
California
|
$1.74M
|
–
|
–
|
–
|
|
|
1091
|
Baymount Management
Miami,
Florida
|
$1.74M
|
+$1.38M
|
+10,000
|
New
|
|
|
1092
|
|
$1.73M
|
+$1.37M
|
+9,938
|
New
|
|
|
1093
|
|
$1.73M
|
+$255K
|
+1,848
|
+23%
|
|
|
1094
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.72M
|
-$28.3K
|
-205
|
-2%
|
|
|
1095
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.71M
|
-$40.2K
|
-291
|
-3%
|
|
|
1096
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.71M
|
-$258K
|
-1,866
|
-16%
|
|
|
1097
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.7M
|
-$37.9K
|
-274
|
-3%
|
|
|
1098
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.7M
|
-$6.91K
|
-50
|
-0.5%
|
|
|
1099
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.7M
|
+$1.35M
|
+9,761
|
New
|
|
|
1100
|
Comerica Securities
Detroit,
Michigan
|
$1.7M
|
-$38.6K
|
-279
|
-3%
|
|
