|
1301
|
Leelyn Smith
Geneva,
Illinois
|
$202K
|
+$174K
|
+648
|
New
|
|
|
1302
|
Catalina Capital Group
Torrance,
California
|
$202K
|
+$174K
|
+648
|
New
|
|
|
1303
|
Headlands Technologies
Chicago,
Illinois
|
$200K
|
+$29.8K
|
+111
|
+21%
|
|
|
1304
|
Trivant Custom Portfolio Group
San Diego,
California
|
$191K
|
–
|
–
|
–
|
|
|
1305
|
Evermay Wealth Management
Arlington,
Virginia
|
$189K
|
+$538
|
+2
|
+0.3%
|
|
|
1306
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$187K
|
+$161K
|
+600
|
New
|
|
|
1307
|
Rakuten Investment Management
Tokyo,
Japan
|
$184K
|
+$158K
|
+588
|
New
|
|
|
1308
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$183K
|
-$8.34K
|
-31
|
-5%
|
|
|
1309
|
Pin Oak Investment Advisors
Houston,
Texas
|
$176K
|
+$11.6K
|
+43
|
+8%
|
|
|
1310
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$167K
|
-$30.9K
|
-115
|
-18%
|
|
|
1311
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$166K
|
-$93.6K
|
-348
|
-40%
|
|
|
1312
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$162K
|
+$74K
|
+275
|
+113%
|
|
|
1313
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$158K
|
+$18.8K
|
+70
|
+16%
|
|
|
1314
|
LM Advisors
San Diego,
California
|
$156K
|
+$134K
|
+500
|
New
|
|
|
1315
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$155K
|
+$44.1K
|
+164
|
+49%
|
|
|
1316
|
First Command Advisory Services
Fort Worth,
Texas
|
$154K
|
–
|
–
|
–
|
|
|
1317
|
CVA Family Office
Denver,
Colorado
|
$150K
|
+$129K
|
+480
|
New
|
|
|
1318
|
|
$146K
|
+$4.57K
|
+17
|
+4%
|
|
|
1319
|
Brown Shipley & Co
London,
United Kingdom
|
$143K
|
-$229K
|
-853
|
-65%
|
|
|
1320
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$142K
|
+$4.84K
|
+18
|
+4%
|
|
|
1321
|
Clean Yield Group
Norwich,
Vermont
|
$142K
|
–
|
–
|
–
|
|
|
1322
|
Skylands Capital
Milwaukee,
Wisconsin
|
$140K
|
–
|
–
|
–
|
|
|
1323
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$134K
|
+$807
|
+3
|
+0.7%
|
|
|
1324
|
|
$134K
|
–
|
–
|
–
|
|
|
1325
|
AXS Investments
Port Chester,
New York
|
$131K
|
-$8.61K
|
-32
|
-7%
|
|
