|
1301
|
Cottage Street Advisors
Marion,
Massachusetts
|
$2.29M
|
-$364K
|
-1,282
|
-13%
|
|
|
1302
|
IMA Advisory Services
Denver,
Colorado
|
$2.29M
|
-$10.5K
|
-37
|
-0.4%
|
|
|
1303
|
GW & Wade
Wellesley,
Massachusetts
|
$2.29M
|
+$83.4K
|
+294
|
+3%
|
|
|
1304
|
Dash Acquisitions
Woodland Hills,
California
|
$2.28M
|
+$201K
|
+709
|
+9%
|
|
|
1305
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.27M
|
+$118K
|
+417
|
+5%
|
|
|
1306
|
Elite Wealth Management
Kirkland,
Washington
|
$2.26M
|
+$35.5K
|
+125
|
+1%
|
|
|
1307
|
Fayez Sarofim & Co
Houston,
Texas
|
$2.26M
|
–
|
–
|
–
|
|
|
1308
|
Probity Advisors
Dallas,
Texas
|
$2.26M
|
-$75.5K
|
-266
|
-3%
|
|
|
1309
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$2.26M
|
-$30.9K
|
-109
|
-1%
|
|
|
1310
|
TriaGen Wealth Management
Calabasas,
California
|
$2.26M
|
–
|
–
|
–
|
|
|
1311
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$2.25M
|
-$29.5K
|
-104
|
-1%
|
|
|
1312
|
Bremer Bank National Association
St Paul,
Minnesota
|
$2.25M
|
-$169K
|
-596
|
-6%
|
|
|
1313
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.25M
|
+$566K
|
+1,995
|
+30%
|
|
|
1314
|
Scharf Investments
Los Gatos,
California
|
$2.22M
|
+$447K
|
+1,575
|
+23%
|
|
|
1315
|
Northeast Financial Consultants
Westport,
Connecticut
|
$2.22M
|
-$19.9K
|
-70
|
-0.8%
|
|
|
1316
|
Coastline Trust
Providence,
Rhode Island
|
$2.22M
|
-$13.9K
|
-49
|
-0.6%
|
|
|
1317
|
WrapManager Inc
Mill Valley,
California
|
$2.21M
|
+$68.4K
|
+241
|
+3%
|
|
|
1318
|
Madden Securities
Dallas,
Texas
|
$2.21M
|
+$1.17M
|
+4,110
|
+94%
|
|
|
1319
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.21M
|
-$193K
|
-681
|
-7%
|
|
|
1320
|
Paradigm Asset Management
New York
|
$2.2M
|
-$227K
|
-800
|
-9%
|
|
|
1321
|
Essex Financial Services
Essex,
Connecticut
|
$2.19M
|
+$1.72M
|
+6,073
|
+259%
|
|
|
1322
|
Purus Wealth Management
Newport Beach,
California
|
$2.19M
|
+$384K
|
+1,352
|
+19%
|
|
|
1323
|
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
|
$2.19M
|
+$146K
|
+515
|
+4%
|
|
|
1324
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$2.18M
|
–
|
–
|
–
|
|
|
1325
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2.16M
|
-$1.01M
|
-3,568
|
-30%
|
|
