|
901
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$1.79M
|
+$7.6K
|
+18
|
+0.4%
|
|
|
902
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.78M
|
-$452K
|
-1,070
|
-20%
|
|
|
903
|
Lighthouse Financial Services
Brea,
California
|
$1.77M
|
+$201K
|
+476
|
+13%
|
|
|
904
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$1.76M
|
–
|
–
|
–
|
|
|
905
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$1.75M
|
-$25.3M
|
-60,011
|
-93%
|
|
|
906
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$1.72M
|
-$7.18K
|
-17
|
-0.4%
|
|
|
907
|
Permanens Capital
New York
|
$1.71M
|
+$1.24M
|
+2,939
|
+235%
|
|
|
908
|
London & Capital Asset Management
London,
United Kingdom
|
$1.7M
|
+$11.8K
|
+28
|
+0.7%
|
|
|
909
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.7M
|
+$3.38K
|
+8
|
+0.2%
|
|
|
910
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.7M
|
-$185K
|
-439
|
-10%
|
|
|
911
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.69M
|
-$296K
|
-702
|
-14%
|
|
|
912
|
Fortem Financial Group
Palm Desert,
California
|
$1.69M
|
+$130K
|
+309
|
+8%
|
|
|
913
|
Argus Investors Counsel
New York
|
$1.68M
|
-$42.7K
|
-101
|
-2%
|
|
|
914
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$1.66M
|
-$95K
|
-225
|
-5%
|
|
|
915
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.65M
|
+$153K
|
+363
|
+10%
|
|
|
916
|
Excalibur Management
Waltham,
Massachusetts
|
$1.65M
|
–
|
–
|
–
|
|
|
917
|
Ascent Group
Virginia Beach,
Virginia
|
$1.65M
|
+$40.1K
|
+95
|
+2%
|
|
|
918
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.64M
|
+$43.1K
|
+102
|
+3%
|
|
|
919
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.63M
|
+$788K
|
+1,867
|
+87%
|
|
|
920
|
Tower Research Capital (TRC)
New York
|
$1.62M
|
-$2.3M
|
-5,456
|
-58%
|
|
|
921
|
R.M. Davis Inc
Portland,
Maine
|
$1.62M
|
-$1.27K
|
-3
|
-0.1%
|
|
|
922
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.62M
|
-$1.52M
|
-3,610
|
-48%
|
|
|
923
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.61M
|
+$1.67M
|
+3,958
|
New
|
|
|
924
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.61M
|
+$17.3K
|
+41
|
+1%
|
|
|
925
|
Aigen Investment Management
New York
|
$1.6M
|
+$1.65M
|
+3,919
|
New
|
|
